Plan5500

Monroe, 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, Monroe, CT has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $42,375,308 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Monroe

  • 7 loaded plans hold $42.4M in reported assets across 5 sponsors.
  • The largest, Victorinox Swiss Army, Inc. 401(K) Plan, holds 84% of reported Monroe plan assets.
  • Plans cover 675 participants — about 96 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.3MSummed across loaded plans$42,307,599
Total reported assets$42.4M$42,375,308
Total reported participants675
Total reported liabilities$67.7K$67,709

Reported net position

Reported assets = net assets + liabilities (summed)$42.4M total assets
Net assets$42.3MLiabilities$67.7K
Contributions & income
Employer contributions$270.8K
Participant contributions$1.2M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5.1M
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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

Monroe market comparison

Largest plan share of assets84%Victorinox Swiss Army, Inc. 401(K) Plan
Participants per plan96Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Monroe

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

  1. 1
    Victorinox Swiss Army, Inc. 401(K) Plan$35.4M
    Victorinox Swiss Army, Inc. · 2023
  2. 2
    Victorinox Swiss Army, Inc. Defined Benefit Pension Plan$5M
    Victorinox Swiss Army, Inc. · 2023
  3. 3
    Ware Fressola Maguire & Barber 401(K) Profit Sharing Plan & Trust$1.7M
    Ware Fressola Maguire & Barber · 2023
  4. 4
    Fairfield Eco Car Wash Inc. 401(K) Plan$128.7K
    Fairfield Eco Car Wash Inc. · 2023
  5. 5
    Cummings Advisory Inc. Retirement Plan$94.9K
    Cummings Advisory Inc. · 2023
  6. 6
    Twt Investments Inc. Retirement Plan$0
    Twt Investments Inc. · 2023
  7. 7
    Victorinox, Inc. Employee Benefits Plannot reported in the loaded dataset
    Victorinox, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Monroe, CT?
7 plan(s) reported by 5 sponsor(s) are loaded for Monroe, CT.

Related Form 5500 pages