Plan5500

Suffield, 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, Suffield, CT has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $66,164,537 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Suffield

  • 6 loaded plans hold $66.2M in reported assets across 4 sponsors.
  • The largest, Suffield Academy 403(B) Retirement Plan, holds 79% of reported Suffield plan assets.
  • Plans cover 1,463 participants — about 244 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.2MSummed across loaded plans$66,162,726
Total reported assets$66.2M$66,164,537
Total reported participants1.5K1,463
Total reported liabilities$1.8K$1,811

Reported net position

Reported assets = net assets + liabilities (summed)$66.2M total assets
Net assets$66.2MLiabilities$1.8K
Contributions & income
Employer contributions$1.7M
Participant contributions$2.8M
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.3M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Suffield market comparison

Largest plan share of assets79%Suffield Academy 403(B) Retirement Plan
Participants per plan244Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Suffield

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

  1. 1
    Suffield Academy 403(B) Retirement Plan$52.1M
    Suffield Academy · 2023
  2. 2
    Designs For Health, Inc. 401(K) Plan$12.2M
    Designs For Health, Inc. · 2023
  3. 3
    Ren Investment Group, Inc. 401(K) Profit Sharing Plan$1.8M
    Ren Investment Group, Inc. · 2023
  4. 4
    Vm Wealth Planning Solutions, Inc. Retirement Plan$84.3K
    Vm Wealth Planning Solutions, Ind Retirement Plan · 2023
  5. 5
    Suffield Academy Health And Welfare Plannot reported in the loaded dataset
    Suffield Academy · 2023
  6. 6
    Health And Dentalnot reported in the loaded dataset
    Designs For Health · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Suffield, CT?
6 plan(s) reported by 4 sponsor(s) are loaded for Suffield, CT.

Related Form 5500 pages