Newport, 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, Newport, RI has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $157,367,415 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Total reported assets (EOY)
- $157,367,415
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Salve Regina University 403(B) Retirement Plan | Salve Regina University | $111,437,832 | 2023 |
| East Bay Community Action Program, Inc. Retirement Plan | East Bay Community Action Program, Inc. | $22,376,298 | 2023 |
| The Pres. Soc. Of Newport Cty. Ret. Savings Pl. | The Preservation Society Of Newport County | $13,337,169 | 2023 |
| The Wanderlust Group, Inc. 401(K) Plan | The Wanderlust Group, Inc. | $4,967,554 | 2023 |
| Yankee Development Corp. And Related Affiliates 401(K) Plan | Yankee Development Corp. And Related Affiliates | $3,335,354 | 2023 |
| Ktp Advisors Inc 401(K) Plan | Ktp Advisors Inc. | $976,950 | 2023 |
| Partners In Wine, Inc. 401(K) Plan | Partners In Wine, Inc. | $762,799 | 2023 |
| Rd Ventures 401k | Red Door Ventures Inc. | $173,417 | 2023 |
| Applied Systems Consulting, Inc. 401(K) Retirement Plan | Applied Systems Consulting, Inc. | $42 | 2023 |
| East Bay Community Action Program Health And Welfare Plan | East Bay Community Action Program | not reported in the loaded dataset | 2023 |
| Salve Regina University Group Total Disability Benefits Plan | Salve Regina University | not reported in the loaded dataset | 2023 |
| Salve Regina University Group Term Life Plan | Salve Regina University | not reported in the loaded dataset | 2023 |
| Salve Regina University Healthcare Benefits Plan | Salve Regina University | not reported in the loaded dataset | 2023 |
| The Preservation Society Of Newport County Welfare Plan | The Preservation Society Of Newport County | not reported in the loaded dataset | 2023 |
Largest plans in Newport → · Newport plans with financial data → · $1B+ plans in Newport → · Providers by reported compensation →
Related Form 5500 pages
- All RI Form 5500 filings
- Salve Regina University 403(B) Retirement Plan (plan 001)
- Salve Regina University — all reported plans
- East Bay Community Action Program, Inc. Retirement Plan (plan 001)
- East Bay Community Action Program, Inc. — all reported plans
- The Pres. Soc. Of Newport Cty. Ret. Savings Pl. (plan 002)
- The Preservation Society Of Newport County — all reported plans
- The Wanderlust Group, Inc. 401(K) Plan (plan 001)
- The Wanderlust Group, Inc. — all reported plans
- Yankee Development Corp. And Related Affiliates 401(K) Plan (plan 001)
- Yankee Development Corp. And Related Affiliates — all reported plans
- Ktp Advisors Inc 401(K) Plan (plan 002)
- Ktp Advisors Inc. — all reported plans
- Partners In Wine, Inc. 401(K) Plan (plan 001)
- Partners In Wine, Inc. — all reported plans
- Rd Ventures 401k (plan 001)
- Red Door Ventures Inc. — all reported plans
- Applied Systems Consulting, Inc. 401(K) Retirement Plan (plan 002)
- Applied Systems Consulting, Inc. — all reported plans
- East Bay Community Action Program Health And Welfare Plan (plan 501)
- Salve Regina University Group Total Disability Benefits Plan (plan 503)
- Salve Regina University Group Term Life Plan (plan 502)
- Salve Regina University Healthcare Benefits Plan (plan 501)
- The Preservation Society Of Newport County Welfare Plan (plan 502)
- Methodology
- Data sources