Willington, 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, Willington, CT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,907,847 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
2
Latest filing year
2023

What stands out in Willington

  • 2 loaded plans hold $3.9M in reported assets across 2 sponsors.
  • The largest, Harp Services Retirement Plan, holds 86% of reported Willington plan assets.
  • Plans cover 16 participants — about 8 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$3.9MSummed across loaded plans$3,907,847
Total reported assets$3.9M$3,907,847
Total reported participants16
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.9M total assets
Net assets$3.9MLiabilities
Contributions & income
Employer contributions$66K
Participant contributions$78.3K
Total income / additions$525.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$10
Net increase / (decrease)$525.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Willington market comparison

Largest plan share of assets86%Harp Services Retirement Plan
Participants per plan8Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Willington

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

  1. 1
    Harp Services, Inc. · 2023
  2. 2
    Toast, Four Corners, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages