Wakefield, 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, Wakefield, RI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $158,297,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $158,297,426
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $158,297,426
Contributions & income
- Employer contributions
- $4,094,507
- Participant contributions
- $6,742,871
- Total income / additions
- $36,249,426
Expenses & distributions
- Benefits paid / distributions
- $15,221,107
- Total expenses
- $15,531,590
- Net increase / (decrease)
- $20,717,836
Coverage
- Total reported participants
- 4,101
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wakefield, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The South County Hospital 403(B) Retirement Plan | South County Hospital | $101,586,764 | 2023 |
| South County Hospital Retirement Plan | South County Hospital, Inc. | $53,738,843 | 2023 |
| Jaffco Profit Sharing Plan | Jaffco Packaging Machinery, Inc. | $2,971,819 | 2023 |
| South County Hospital Health And Welfare Plan | South County Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Wakefield → · Wakefield plans by participants → · Wakefield plans with financial data → · Wakefield plans with provider compensation → · $1B+ plans in Wakefield →
Related Form 5500 pages
- All RI Form 5500 filings
- The South County Hospital 403(B) Retirement Plan (plan 002)
- South County Hospital — all reported plans
- South County Hospital Retirement Plan (plan 001)
- Jaffco Profit Sharing Plan (plan 001)
- Jaffco Packaging Machinery, Inc. — all reported plans
- South County Hospital Health And Welfare Plan (plan 508)
- Methodology
- Data sources