Plan5500

Bellows Falls, VT 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, Bellows Falls, VT has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $39,133,830 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
3
Latest filing year
2023

What stands out in Bellows Falls

  • 5 loaded plans hold $39.1M in reported assets across 3 sponsors.
  • The largest, Chroma Technology Corp 401(K) Retirement Plan, holds 79% of reported Bellows Falls plan assets.
  • Plans cover 639 participants — about 128 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.1MSummed across loaded plans$39,133,830
Total reported assets$39.1M$39,133,830
Total reported participants639
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.1M total assets
Net assets$39.1MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.4M
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bellows Falls, VT 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

Bellows Falls market comparison

Largest plan share of assets79%Chroma Technology Corp 401(K) Retirement Plan
Participants per plan128Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bellows Falls

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

  1. 1
    Chroma Technology Corp 401(K) Retirement Plan$31.1M
    Chroma Technology Corp · 2023
  2. 2
    Cota & Cota, Inc. Profit Sharing Plan$8.1M
    Cota & Cota, Inc. · 2023
  3. 3
    Oak Hill Management Inc 401(K) Profit Sharing Plan & Trust$669
    Oak Hill Management Inc · 2023
  4. 4
    Cota & Cota, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Cota & Cota, Inc. · 2023
  5. 5
    Chroma Technology Corp. Group Insurance Plannot reported in the loaded dataset
    Chroma Technology Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bellows Falls, VT?
5 plan(s) reported by 3 sponsor(s) are loaded for Bellows Falls, VT.

Related Form 5500 pages