Watertown, 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, Watertown, CT has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $260,015,546 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $260,015,546
- Total reported liabilities (EOY)
- $24,821
- Total reported net assets (EOY)
- $259,990,725
Contributions & income
- Employer contributions
- $4,046,910
- Participant contributions
- $7,546,885
- Total income / additions
- $46,832,181
Expenses & distributions
- Benefits paid / distributions
- $16,927,982
- Total expenses
- $17,291,705
- Net increase / (decrease)
- $29,540,476
Coverage
- Total reported participants
- 3,624
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Watertown, 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 |
|---|---|---|---|
| The Taft School 403(B) Retirement Plan | The Taft School | $117,685,230 | 2023 |
| The Siemon Company 401(K) Profit Sharing Plan | The Siemon Company | $72,231,202 | 2023 |
| Shelterlogic Corp. 401(K) Plan | Shelterlogic Corp. | $27,080,201 | 2023 |
| Braxton Mfg Co., Inc. Savings & Retirement Plan | Braxton Manufacturing Co., Inc. | $25,192,667 | 2023 |
| Global Steering Systems, LLC 401(K) Plan | Global Steering Systems, LLC | $9,703,035 | 2023 |
| Shaker Auto Group Inc 401(K) Profit Sharing Plan | Shaker Auto Group Inc. | $7,181,874 | 2023 |
| Heritage Benefit Consultants, Inc. Retirement Plan | Heritage Benefit Consultants, Inc. | $742,006 | 2023 |
| Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan | Heritage Benefit Consultants, Inc. | $199,331 | 2023 |
| Braxton Manufacturing Co., Inc. & Affiliates Employees' Health & Welfare Plan | Braxton Manufacturing Company, Inc. | not reported in the loaded dataset | 2023 |
| The Taft School Health & Welfare Benefit Plan | The Taft School Corporation | not reported in the loaded dataset | 2023 |
| Shelterlogic Corporation Health And Welfare Benefit Plan | Shelterlogic Corporation | not reported in the loaded dataset | 2023 |
| The Siemon Company Group Insurance Plan | The Siemon Company | not reported in the loaded dataset | 2023 |
| The Global Steering Systems, LLC Health And Welfare Plan | Global Steering Systems, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Watertown → · Watertown plans by participants → · Watertown plans with financial data → · Watertown plans with provider compensation → · $1B+ plans in Watertown →
Related Form 5500 pages
- All CT Form 5500 filings
- The Taft School 403(B) Retirement Plan (plan 001)
- The Taft School — all reported plans
- The Siemon Company 401(K) Profit Sharing Plan (plan 003)
- The Siemon Company — all reported plans
- Shelterlogic Corp. 401(K) Plan (plan 001)
- Shelterlogic Corp. — all reported plans
- Braxton Mfg Co., Inc. Savings & Retirement Plan (plan 001)
- Braxton Manufacturing Co., Inc. — all reported plans
- Global Steering Systems, LLC 401(K) Plan (plan 001)
- Global Steering Systems, LLC — all reported plans
- Shaker Auto Group Inc 401(K) Profit Sharing Plan (plan 001)
- Shaker Auto Group Inc. — all reported plans
- Heritage Benefit Consultants, Inc. Retirement Plan (plan 001)
- Heritage Benefit Consultants, Inc. — all reported plans
- Heritage Benefit Consultants, Inc. Employee Stock Ownership Plan (plan 003)
- Braxton Manufacturing Co., Inc. & Affiliates Employees' Health & Welfare Plan (plan 502)
- The Taft School Health & Welfare Benefit Plan (plan 502)
- Shelterlogic Corporation Health And Welfare Benefit Plan (plan 501)
- The Siemon Company Group Insurance Plan (plan 509)
- The Global Steering Systems, LLC Health And Welfare Plan (plan 501)
- Methodology
- Data sources