Plan5500

Milbridge, ME 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, Milbridge, ME has 6 loaded benefit plan(s) reported by 1 plan sponsor(s), with $18,856,046 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
1
Latest filing year
2023

What stands out in Milbridge

  • 6 loaded plans hold $18.9M in reported assets across 1 sponsors.
  • The largest, Jasper Wyman & Son Profit Sharing And Savings Plan, holds 100% of reported Milbridge plan assets.
  • Plans cover 1,088 participants — about 181 per plan.
  • 17% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,856,046
Total reported assets$18.9M$18,856,046
Total reported participants1.1K1,088
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets
Net assets$18.9MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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

Milbridge market comparison

Largest plan share of assets100%Jasper Wyman & Son Profit Sharing And Savings Plan
Participants per plan181Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Milbridge

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

  1. 1
    Jasper Wyman & Son Profit Sharing And Savings Plan$18.9M
    Jasper Wyman & Son · 2023
  2. 2
    Jasper Wyman & Son Dental And Vision Plannot reported in the loaded dataset
    Jasper Wyman & Son · 2023
  3. 3
    Jasper Wyamn & Son Medical Plannot reported in the loaded dataset
    Jasper Wyman & Son · 2023
  4. 4
    Jasper Wyman & Sonnot reported in the loaded dataset
    Jasper Wyman & Son · 2023
  5. 5
    Jasper Wyman & Sonnot reported in the loaded dataset
    Jasper Wyman & Son · 2023
  6. 6
    Jasper Wyman & Sonnot reported in the loaded dataset
    Jasper Wyman & Son · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Milbridge, ME?
6 plan(s) reported by 1 sponsor(s) are loaded for Milbridge, ME.

Related Form 5500 pages