How many Form 5500 benefit plans are loaded for Athol, ID?

3 plan(s) reported by 3 sponsor(s) are loaded for Athol, ID.

Athol, ID 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, Athol, ID has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,131,010 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: 3
Latest filing year: 2023

What stands out in Athol

3 loaded plans hold $3.1M in reported assets across 3 sponsors.
The largest, T. Lariviere Equipment & Excavating, Inc. Retirement Plan, holds 93% of reported Athol plan assets.
Plans cover 522 participants — about 174 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$3.1MSummed across loaded plans$3,109,131

Total reported assets$3.1M$3,131,010

Total reported participants522

Total reported liabilities$21.9K$21,879

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets

Net assets$3.1MLiabilities$21.9K

Contributions & income

Employer contributions$644.8K

Participant contributions$357.8K

Total income / additions$1.6M

Expenses & distributions

Benefits paid / distributions$196.1K

Total expenses$228.4K

Net increase / (decrease)$1.4M

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 Athol, ID 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

Athol market comparison

Largest plan share of assets93%T. Lariviere Equipment & Excavating, Inc. Retirement Plan

Participants per plan174Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Athol

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

1
T. Lariviere Equipment & Excavating, Inc. Retirement Plan$2.9M
T. Lariviere Equipment & Excavating, Inc. · 2023
2
Watts Holdings Incorporated Retirement Plan$214.1K
Watts Holdings Incorporated · 2023
3
Silverwood Theme Park Wrap Plannot reported in the loaded dataset
Silverwood, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Athol, ID?: 3 plan(s) reported by 3 sponsor(s) are loaded for Athol, ID.