Plan5500

Historic New Castle, DE 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, Historic New Castle, DE has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,185,308 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Historic New Castle

  • 1 loaded plans hold $1.2M in reported assets across 1 sponsors.
  • The largest, Old Capital Law Firm 401(K) Plan, holds 100% of reported Historic New Castle plan assets.
  • Plans cover 1 participants — about 1 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$1.2MSummed across loaded plans$1,185,308
Total reported assets$1.2M$1,185,308
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$217.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$150
Net increase / (decrease)$217.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Historic New Castle, DE 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

Historic New Castle market comparison

Largest plan share of assets100%Old Capital Law Firm 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Historic New Castle

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

  1. 1
    Old Capital Law Firm 401(K) Plan$1.2M
    Old Capital Law Firm · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Historic New Castle, DE?
1 plan(s) reported by 1 sponsor(s) are loaded for Historic New Castle, DE.

Related Form 5500 pages