Plan5500

Derby Line, 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, Derby Line, VT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,552,660 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Derby Line

  • 2 loaded plans hold $7.6M in reported assets across 1 sponsors.
  • The largest, Tivoly, Inc. Employees' 401(K) Plan Plan, holds 100% of reported Derby Line plan assets.
  • Plans cover 250 participants — about 125 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6MSummed across loaded plans$7,552,660
Total reported assets$7.6M$7,552,660
Total reported participants250
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$7.6MLiabilities$0
Contributions & income
Employer contributions$144.5K
Participant contributions$355.9K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$367.5K
Total expenses$400.3K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Derby Line market comparison

Largest plan share of assets100%Tivoly, Inc. Employees' 401(K) Plan Plan
Participants per plan125Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Derby Line

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

  1. 1
    Tivoly, Inc. Employees' 401(K) Plan Plan$7.6M
    Tivoly, Inc. · 2023
  2. 2
    Tivoly, Inc. Life And Short-Term Disability Insurance Plannot reported in the loaded dataset
    Tivoly, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Derby Line, VT?
2 plan(s) reported by 1 sponsor(s) are loaded for Derby Line, VT.

Related Form 5500 pages