Winthrop, 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, Winthrop, ME has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $7,009,301 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
4
Latest filing year
2023

What stands out in Winthrop

  • 4 loaded plans hold $7M in reported assets across 4 sponsors.
  • The largest, Jf Scott Construction Company Employee Stock Ownership 401(K) Plan, holds 72% of reported Winthrop plan assets.
  • Plans cover 144 participants — about 36 per plan.
  • 75% 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$6.9MSummed across loaded plans$6,918,279
Total reported assets$7M$7,009,301
Total reported participants144
Total reported liabilities$91K$91,022

Reported net position

Reported assets = net assets + liabilities (summed)$7M total assets
Net assets$6.9MLiabilities$91K
Contributions & income
Employer contributions$285.6K
Participant contributions$207.8K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$264.8K
Total expenses$281.4K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Winthrop market comparison

Largest plan share of assets72%Jf Scott Construction Company Employee Stock Ownership 401(K) Plan
Participants per plan36Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Winthrop

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

  1. 1
  2. 2
    Electronic Services Corporation · 2023
  3. 3
    Kaplan Electrical Construction, Inc. · 2023
  4. 4
    Paychex Pooled Employer 401k Plannot reported in the loaded dataset
    Corgan Services · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winthrop, ME?
4 plan(s) reported by 4 sponsor(s) are loaded for Winthrop, ME.

Related Form 5500 pages