Plan5500

Yalesville, 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, Yalesville, CT has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,053,964 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,053,964
Total reported assets$12.1M$12,053,964
Total reported participants416
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$85.8K
Participant contributions$921.8K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$91.9K
Total expenses$150.2K
Net increase / (decrease)$2.5M

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 Yalesville, 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

Yalesville market comparison

Largest plan share of assets75%United Concrete Products, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan139Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Yalesville

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

  1. 1
    United Concrete Products, Inc. 401(K) Profit Sharing Plan And Trust$9M
    United Concrete Products, Inc. · 2023
  2. 2
    J. J. Herlihy Profit Sharing Plan$3.1M
    J.J. Herlihy Co., Inc. · 2023
  3. 3
    Group Medical & Dental Plan For Employees Of United Concrete Products, Inc.not reported in the loaded dataset
    United Concrete Products, Inc. · 2023

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

Related Form 5500 pages