Plan5500

North Franklin, 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, North Franklin, CT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $26,874,072 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in North Franklin

  • 2 loaded plans hold $26.9M in reported assets across 1 sponsors.
  • The largest, Orthopedic Partners 401(K) Profit Sharing Plan, holds 100% of reported North Franklin plan assets.
  • Plans cover 267 participants — about 134 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.9MSummed across loaded plans$26,874,072
Total reported assets$26.9M$26,874,072
Total reported participants267
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.9M total assets
Net assets$26.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$965.7K
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$5.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

North Franklin market comparison

Largest plan share of assets100%Orthopedic Partners 401(K) Profit Sharing Plan
Participants per plan134Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in North Franklin

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

  1. 1
    Orthopedic Partners 401(K) Profit Sharing Plan$26.9M
    Norwich Orthopedic Group, P.C. · 2023
  2. 2
    Orthopedic Partners Welfare Plannot reported in the loaded dataset
    Norwich Orthopedic Group, Pc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Franklin, CT?
2 plan(s) reported by 1 sponsor(s) are loaded for North Franklin, CT.

Related Form 5500 pages