Plan5500

Bristol, RI 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, Bristol, RI has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $376,702,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Bristol

  • 11 loaded plans hold $376.7M in reported assets across 8 sponsors.
  • The largest, Roger Williams University Retirement Plan, holds 89% of reported Bristol plan assets.
  • Plans cover 5,444 participants — about 495 per plan.
  • 64% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$376.7MSummed across loaded plans$376,695,595
Total reported assets$376.7M$376,702,459
Total reported participants5.4K5,444
Total reported liabilities$6.9K$6,864

Reported net position

Reported assets = net assets + liabilities (summed)$376.7M total assets
Net assets$376.7MLiabilities$6.9K
Contributions & income
Employer contributions$5.6M
Participant contributions$7M
Total income / additions$65.4M
Expenses & distributions
Benefits paid / distributions$19.4M
Total expenses$19.7M
Net increase / (decrease)$45.7M

Data coverage

Plans with financial statements7 / 11 (64%)
Plans with provider compensation4 / 11 (36%)

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

Bristol market comparison

Largest plan share of assets89%Roger Williams University Retirement Plan
Participants per plan495Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Bristol

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

  1. 1
    Roger Williams University Retirement Plan$335.9M
    Roger Williams University · 2023
  2. 2
    Medical Associates Of Rhode Island, Inc. 401(K) Plan$21.5M
    Medical Associates Of Rhode Island, Inc. · 2023
  3. 3
    Tri-Mack Plastics Mfg Corp 401(K) Plan$12.9M
    Tri-Mack Plastics Mfg Corp · 2023
  4. 4
    401(K) Profit Sharing Plan For Employees Of Living In Fulfilling Environments (L.I.F.E.), Inc.$4.7M
    Living In Fulfilling Environme · 2023
  5. 5
    Harborside Holdings Corporation 401(K) Plan$1.1M
    Harborside Holdings Corporation · 2023
  6. 6
    Pivotal Brewing Company 401(K) Plan$366K
    Pivotal Brewing Company · 2023
  7. 7
    Brytier Corporation Retirement Plan$122K
    Brytier Corporation · 2023
  8. 8
    Tri-Mack Plastics Health And Welfare Plannot reported in the loaded dataset
    Tri-Mack Plastics Manufacturing Corporation · 2023
  9. 9
    Symmetrix Composite Tooling, Inc. Employee Benefit Plannot reported in the loaded dataset
    Symmetrix Composite Tooling, Inc. · 2023
  10. 10
    Roger Williams University Employee Benefits Plannot reported in the loaded dataset
    Roger Williams University · 2023
  11. 11
    Living In Fulfilling Environments Flexible Benefit Plannot reported in the loaded dataset
    Elizabeth Wiedenhofer · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bristol, RI?
11 plan(s) reported by 8 sponsor(s) are loaded for Bristol, RI.

Related Form 5500 pages