Plan5500

Warren, 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, Warren, RI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,796,562 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Warren

  • 5 loaded plans hold $3.8M in reported assets across 5 sponsors.
  • The largest, Blue Ocean Group, LLC D/B/A Cannon Associates, holds 52% of reported Warren plan assets.
  • Plans cover 244 participants — about 49 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,796,562
Total reported assets$3.8M$3,796,562
Total reported participants244
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$185.4K
Participant contributions$135.4K
Total income / additions$899.8K
Expenses & distributions
Benefits paid / distributions$125.2K
Total expenses$125.6K
Net increase / (decrease)$774.2K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation0 / 5 ()

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

Warren market comparison

Largest plan share of assets52%Blue Ocean Group, LLC D/B/A Cannon Associates
Participants per plan49Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Warren

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

  1. 1
    Blue Ocean Group, LLC D/B/A Cannon Associates$2M
    Blue Ocean Group, LLC D/B/A Cannon Associates · 2023
  2. 2
    Dominick Zangari Jr Md Inc 401(K) Profit Sharing Plan & Trust$1.1M
    Dominick Zangari Jr Md Inc · 2023
  3. 3
    East Bay Dental Associates, Inc. Profit Sharing Plan$769.6K
    East Bay Dental Associates, Inc. · 2023
  4. 4
    Health And Benefit Plannot reported in the loaded dataset
    Waterrower · 2023
  5. 5
    Highlander Charter School Employee Benefits Plannot reported in the loaded dataset
    Highlander Charter School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Warren, RI?
5 plan(s) reported by 5 sponsor(s) are loaded for Warren, RI.

Related Form 5500 pages