Plan5500

Forest Dale, 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, Forest Dale, VT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,474,817 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 Forest Dale

  • 2 loaded plans hold $2.5M in reported assets across 1 sponsors.
  • The largest, New England Woodcraft, Inc. Esop, holds 100% of reported Forest Dale plan assets.
  • Plans cover 224 participants — about 112 per plan.
  • 50% 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$53.5KSummed across loaded plans$53,548
Total reported assets$2.5M$2,474,817
Total reported participants224
Total reported liabilities$2.4M$2,421,269

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$53.5KLiabilities$2.4M
Contributions & income
Employer contributions$236.2K
Participant contributionsNot reported
Total income / additions$111.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$57.5K
Net increase / (decrease)$53.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Forest Dale market comparison

Largest plan share of assets100%New England Woodcraft, Inc. Esop
Participants per plan112Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Forest Dale

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

  1. 1
    New England Woodcraft, Inc. Esop$2.5M
    New England Woodcraft, Inc. · 2023
  2. 2
    New England Woodcraft Health & Welfare Benefit Plannot reported in the loaded dataset
    New England Woodcraft · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages