Middletown, 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, Middletown, CT has 39 loaded benefit plan(s) reported by 22 plan sponsor(s), with $1,699,147,258 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,699,147,258
- Total reported liabilities (EOY)
- $232,198
- Total reported net assets (EOY)
- $1,698,915,060
Contributions & income
- Employer contributions
- $39,369,090
- Participant contributions
- $54,915,873
- Total income / additions
- $293,470,729
Expenses & distributions
- Benefits paid / distributions
- $85,569,679
- Total expenses
- $87,863,919
- Net increase / (decrease)
- $205,606,810
Coverage
- Total reported participants
- 28,004
- Plans with financial statements
- 23
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middletown, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Wesleyan University Retirement Plan | Wesleyan University | $633,290,536 | 2023 |
| Middlesex Retirement Savings And Investment Plan | Middlesex Health | $420,093,877 | 2023 |
| Liberty Bank Pension Plan | Liberty Bank | $145,793,215 | 2023 |
| U. S. Electrical Services, Inc. 401(K) Plan | Us Electrical Services, Inc. | $141,524,718 | 2023 |
| Liberty Bank 401(K) Plan | Liberty Bank | $105,002,143 | 2023 |
| Moses/Weitzman Health System, Inc. 403b Retirement Plan | Moses/Weitzman Health System, Inc | $93,613,581 | 2023 |
| A.I. Engineers, Inc. 401k Retirement Plan | Ai Engineers, Inc. | $31,943,793 | 2023 |
| Consulting Engineering Services, Inc. 401(K) Profit Sharing Plan | Consulting Engineering Services, Inc. | $22,950,240 | 2023 |
| 403(B) Thrift Plan Of The Connection, Inc. | The Connection, Inc. | $21,060,241 | 2023 |
| Pieper-Olson Vet Hospital Employees Plan | Pieper-Olson Vet Hospital, P.C. | $17,892,691 | 2023 |
| Advanced Behavioral Health, Inc. 401(K) Plan | Advanced Behavioral Health, Inc. | $15,022,581 | 2023 |
| Connecticut Legal Services, Inc. 401(K) Plan | Connecticut Legal Services, Inc. | $13,769,338 | 2023 |
| Connecticut Legal Services, Inc. Defined Benefit Pension Plan | Connecticut Legal Services, Inc. | $12,104,748 | 2023 |
| Lyman Products Corporation 401(K) Plan | Lyman Products Corporation | $8,080,376 | 2023 |
| Comprecare Health LLC 401(K) Profit Sharing Plan & Trust | Comprecare Health LLC | $4,789,850 | 2023 |
| Gilead Community Services,Inc. 401(K) Profit Sharing Plan And Trust | Gilead Community Services, Inc. | $4,341,078 | 2023 |
| Bourdon Forge Company, Inc. 401(K) Plan | Bourdon Forge Company, Inc. | $4,259,703 | 2023 |
| Pai Holding Company LLC 401(K) Plan | Pursuecare LLC | $1,796,059 | 2023 |
| Safe Home Security Inc. 401k Plan | Safe Home Security | $1,723,263 | 2023 |
| Godfrey Memorial Library Tax Deferred Annuity Plan | Godfrey Memorial Library | $50,663 | 2023 |
| Ballou Consulting Services, Inc. Retirement Plan | Ballou Consulting Services, Inc. | $44,564 | 2023 |
| Msl Long Corp. 401(K) Plan | Msl Long Corp. | $0 | 2023 |
| Galleria Stone And Tile 401(K) Plan | Ferazzoli Imports Of New England, Inc. | $0 | 2023 |
| Ai Engineers, Inc. Cafeteria Plan | Ai Engineers, Inc. | not reported in the loaded dataset | 2023 |
| Ai Engineers, Inc. Cafeteria Plan | Ai Engineers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middletown → · Middletown plans by participants → · Middletown plans with financial data → · Middletown plans with provider compensation → · $1B+ plans in Middletown →
Related Form 5500 pages
- All CT Form 5500 filings
- Wesleyan University Retirement Plan (plan 001)
- Wesleyan University — all reported plans
- Middlesex Retirement Savings And Investment Plan (plan 010)
- Middlesex Health — all reported plans
- Liberty Bank Pension Plan (plan 001)
- Liberty Bank — all reported plans
- U. S. Electrical Services, Inc. 401(K) Plan (plan 001)
- Us Electrical Services, Inc. — all reported plans
- Liberty Bank 401(K) Plan (plan 002)
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (plan 001)
- Moses/Weitzman Health System, Inc — all reported plans
- A.I. Engineers, Inc. 401k Retirement Plan (plan 001)
- Ai Engineers, Inc. — all reported plans
- Consulting Engineering Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Consulting Engineering Services, Inc. — all reported plans
- 403(B) Thrift Plan Of The Connection, Inc. (plan 001)
- The Connection, Inc. — all reported plans
- Pieper-Olson Vet Hospital Employees Plan (plan 001)
- Pieper-Olson Vet Hospital, P.C. — all reported plans
- Advanced Behavioral Health, Inc. 401(K) Plan (plan 001)
- Advanced Behavioral Health, Inc. — all reported plans
- Connecticut Legal Services, Inc. 401(K) Plan (plan 003)
- Connecticut Legal Services, Inc. — all reported plans
- Connecticut Legal Services, Inc. Defined Benefit Pension Plan (plan 002)
- Lyman Products Corporation 401(K) Plan (plan 003)
- Lyman Products Corporation — all reported plans
- Comprecare Health LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Comprecare Health LLC — all reported plans
- Methodology
- Data sources