Plan5500

Rumford, 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, Rumford, RI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,525,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Rumford

  • 1 loaded plans hold $5.5M in reported assets across 1 sponsors.
  • The largest, Shamrock Home Loans, Inc. 401(K) Plan, holds 100% of reported Rumford plan assets.
  • Plans cover 131 participants — about 131 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,525,556
Total reported assets$5.5M$5,525,556
Total reported participants131
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$450.1K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$615K
Total expenses$711.9K
Net increase / (decrease)$663.6K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Rumford market comparison

Largest plan share of assets100%Shamrock Home Loans, Inc. 401(K) Plan
Participants per plan131Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rumford

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

  1. 1
    Shamrock Home Loans, Inc. 401(K) Plan$5.5M
    Shamrock Home Loans, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rumford, RI?
1 plan(s) reported by 1 sponsor(s) are loaded for Rumford, RI.

Related Form 5500 pages