Plan5500

New Hampton, NH 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, New Hampton, NH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,809,994 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
2
Latest filing year
2023

What stands out in New Hampton

  • 3 loaded plans hold $19.8M in reported assets across 2 sponsors.
  • The largest, New Hampton School Defined Contribution And Tax Deferred Annuity Retirement Plan, holds 100% of reported New Hampton plan assets.
  • Plans cover 526 participants — about 175 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$19.8MSummed across loaded plans$19,809,994
Total reported assets$19.8M$19,809,994
Total reported participants526
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.8M total assets
Net assets$19.8MLiabilities$0
Contributions & income
Employer contributions$468.4K
Participant contributions$650.4K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$862.5K
Total expenses$866.6K
Net increase / (decrease)$3M

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 New Hampton, NH 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

New Hampton market comparison

Largest plan share of assets100%New Hampton School Defined Contribution And Tax Deferred Annuity Retirement Plan
Participants per plan175Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Hampton

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

  1. 1
    New Hampton School Defined Contribution And Tax Deferred Annuity Retirement Plan$19.7M
    The New Hampton School · 2023
  2. 2
    Ky Guy Holdings Inc. Retirement Plan$85.4K
    Ky Guy Holdings Inc. · 2023
  3. 3
    New Hampton School Welfare Benefits Plannot reported in the loaded dataset
    New Hampton School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Hampton, NH?
3 plan(s) reported by 2 sponsor(s) are loaded for New Hampton, NH.

Related Form 5500 pages