Plan5500

Middlebury, CT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Middlebury, CT has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $115,396,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
7
Latest filing year
2023

What stands out in Middlebury

  • 11 loaded plans hold $115.4M in reported assets across 7 sponsors.
  • The largest, Timex Group Usa, Inc. Savings Plan For Salaried Employees, holds 94% of reported Middlebury plan assets.
  • Plans cover 4,092 participants — about 372 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 9% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$115.4MSummed across loaded plans$115,396,540
Total reported assets$115.4M$115,396,540
Total reported participants4.1K4,092
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$115.4M total assets
Net assets$115.4MLiabilities$0
Contributions & income
Employer contributions$913.5K
Participant contributions$2.6M
Total income / additions$20.1M
Expenses & distributions
Benefits paid / distributions$10.8M
Total expenses$11M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation1 / 11 (9%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middlebury, CT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Middlebury market comparison

Largest plan share of assets94%Timex Group Usa, Inc. Savings Plan For Salaried Employees
Participants per plan372Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Middlebury

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Timex Group Usa, Inc. Savings Plan For Salaried Employees$108.2M
    Timex Group Usa, Inc. · 2023
  2. 2
    Active Orthopaedics, P.C. 401(K) Profit Sharing Plan$2.8M
    Active Orthopaedics, P.C. · 2023
  3. 3
    Heritage Builders Of Waterbury, LLC 401(K) Profit Sharing Plan$1.5M
    Heritage Builders Of Waterbury, LLC · 2023
  4. 4
    Attorney Timothy F Sullivan Profit Sharing Plan$1.4M
    Attorney Timothy F Sullivan · 2023
  5. 5
    Emba Inc. Profit Sharing Plan$1.2M
    Emba Inc. · 2023
  6. 6
    2w, Inc. 401k Profit Sharing Plan$195.5K
    2w, Inc. · 2023
  7. 7
    Quarry Ice Inc. Retirement Plan$116.9K
    Quarry Ice Inc. · 2023
  8. 8
    The Travel Accident Policy For Employees Of Timex Group Usa, Inc.not reported in the loaded dataset
    Timex Group Usa, Inc. · 2023
  9. 9
    Timex Group Usa, Inc. Medical And Dental Plannot reported in the loaded dataset
    Timex Group Usa, Inc. · 2023
  10. 10
    Vision Plan For Employee Of Timex Group Usa Inc.not reported in the loaded dataset
    Timex Group Usa, Inc. · 2023
  11. 11
    Timex Group Usa, Inc. Life And Ad&D Plannot reported in the loaded dataset
    Timex Group Usa, Inc. · 2023

Largest plans in Middlebury → · Middlebury plans by participants → · Middlebury plans with financial data → · Middlebury plans with provider compensation → · $1B+ plans in Middlebury →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Middlebury, CT?
11 plan(s) reported by 7 sponsor(s) are loaded for Middlebury, CT.

Related Form 5500 pages