Plan5500

Stafford Springs, 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, Stafford Springs, CT has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,651,186 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Stafford Springs

  • 5 loaded plans hold $11.7M in reported assets across 5 sponsors.
  • The largest, Retirement Plan For Employees Of Stafford Savings Bank, holds 59% of reported Stafford Springs plan assets.
  • Plans cover 124 participants — about 25 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,150,221
Total reported assets$11.7M$11,651,186
Total reported participants124
Total reported liabilities$3.5M$3,500,965

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$8.2MLiabilities$3.5M
Contributions & income
Employer contributions$1.2M
Participant contributions$31.6K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$644.9K
Total expenses$651.9K
Net increase / (decrease)$651.3K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Stafford Springs market comparison

Largest plan share of assets59%Retirement Plan For Employees Of Stafford Savings Bank
Participants per plan25Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Stafford Springs

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

  1. 1
    Retirement Plan For Employees Of Stafford Savings Bank$6.8M
    Stafford Savings Bank · 2023
  2. 2
    Willington Nameplate, Inc. Employee Stock Ownership Plan$2.9M
    Willington Nameplate, Inc. Employee Stock Ownership Plan · 2023
  3. 3
    Mullen & Mahon, Inc. Retirement Plan And Trust$1.9M
    Mullen & Mahon, Inc. · 2023
  4. 4
    A+ Vending Services, Inc. 401k Profit Sharing Plan$14.3K
    A+ Vending Services, Inc. · 2023
  5. 5
    Circle G Company Retirement Plan$0
    Circle G Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages