Plan5500

Winsted, 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, Winsted, CT has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $33,616,573 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Winsted

  • 3 loaded plans hold $33.6M in reported assets across 2 sponsors.
  • The largest, Connecticut Mutual Holding Company 401(K) Profit Sharing Plan, holds 90% of reported Winsted plan assets.
  • Plans cover 388 participants — about 129 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$33.6MSummed across loaded plans$33,616,573
Total reported assets$33.6M$33,616,573
Total reported participants388
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.6M total assets
Net assets$33.6MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.1M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Winsted market comparison

Largest plan share of assets90%Connecticut Mutual Holding Company 401(K) Profit Sharing Plan
Participants per plan129Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Winsted

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

  1. 1
    Connecticut Mutual Holding Company 401(K) Profit Sharing Plan$30.1M
    Connecticut Mutual Holding Company · 2023
  2. 2
    C & W Dentistry, LLC Employees Savings Plan$3.5M
    C & W Dentistry, LLC · 2023
  3. 3
    Northwest Community Bank Health And Welfare Plannot reported in the loaded dataset
    Northwest Community Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages