Plan5500

Cumberland, 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, Cumberland, RI has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $89,154,437 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

What stands out in Cumberland

  • 13 loaded plans hold $89.2M in reported assets across 9 sponsors.
  • The largest, Lynch 401(K) Retirement Plan, holds 43% of reported Cumberland plan assets.
  • Plans cover 1,901 participants — about 146 per plan.
  • 69% of loaded plans report full Schedule H/I financial statements.
  • 31% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$89.1MSummed across loaded plans$89,066,610
Total reported assets$89.2M$89,154,437
Total reported participants1.9K1,901
Total reported liabilities$87.8K$87,827

Reported net position

Reported assets = net assets + liabilities (summed)$89.2M total assets
Net assets$89.1MLiabilities$87.8K
Contributions & income
Employer contributions$1.4M
Participant contributions$4.3M
Total income / additions$20.2M
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$7.9M
Net increase / (decrease)$12.2M

Data coverage

Plans with financial statements9 / 13 (69%)
Plans with provider compensation4 / 13 (31%)

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

Cumberland market comparison

Largest plan share of assets43%Lynch 401(K) Retirement Plan
Participants per plan146Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Cumberland

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

  1. 1
    Lynch 401(K) Retirement Plan$37.9M
    J.H. Lynch & Sons, Inc. · 2023
  2. 2
    Numark International, Inc 401(K) Plan$15.4M
    Numark International, Inc · 2023
  3. 3
    Nfa Corporation 401(K) Protection And Savings Plan$10.4M
    Nfa Corporation · 2023
  4. 4
    Chelo'S 401(K) Plan$9.1M
    Chelos Management Company, Inc. · 2023
  5. 5
    Neurotech Usa, Inc. 401(K) Plan$6.1M
    Neurotech Usa, Inc. · 2023
  6. 6
    Hindley Manufacturing 401(K) Plan$5.5M
    Hindley Manufacturing Co., Inc. · 2023
  7. 7
    Westminster Pet Products 401(K) Plan$4.1M
    Wpp Acquisition, LLC · 2023
  8. 8
    Bdl Family Holdings, Inc. 401(K) Plan$674.5K
    Bdl Family Holdings, Inc. · 2023
  9. 9
    Zuko Vega, Inc. 401(K) Plan$94.5K
    Zuko Vega, Inc. · 2023
  10. 10
    Numark International, Inc. Dentalnot reported in the loaded dataset
    Numark International, Inc · 2023
  11. 11
    Numark International, Inc. Life Ad&D Ltd Stdnot reported in the loaded dataset
    Numark International, Inc · 2023
  12. 12
    Numark International, Inc. Medicalnot reported in the loaded dataset
    Numark International, Inc · 2023
  13. 13
    Nfa Corporation/Hope Global Employee Benefits Plannot reported in the loaded dataset
    Nfa Corporation/Hope Global · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cumberland, RI?
13 plan(s) reported by 9 sponsor(s) are loaded for Cumberland, RI.

Related Form 5500 pages