Plan5500

Middletown, MD 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, Middletown, MD has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,676,302 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,676,302
Total reported assets$10.7M$10,676,302
Total reported participants402
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$313.1K
Participant contributions$863.9K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$772.3K
Total expenses$860.1K
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Middletown market comparison

Largest plan share of assets84%Community Heritage Financial 401 (K) Plan
Participants per plan101Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Middletown

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

  1. 1
    Community Heritage Financial 401 (K) Plan$9M
    Community Heritage Financial, Inc. · 2023
  2. 2
    J&J Furniture, Inc. 401(K) Profit Sharing Plan$911.7K
    J&J Furniture, Inc. · 2023
  3. 3
    Starpoint Enterprises Corporation 401(K) Plan$775.7K
    Starpoint Enterprises Corporation · 2023
  4. 4
    Community Heritage Financial Dental And Vision Benefit Plannot reported in the loaded dataset
    Community Heritage Financial · 2023

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

Related Form 5500 pages