Plan5500

Ludlow, 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, Ludlow, VT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,400,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Ludlow

  • 1 loaded plans hold $1.4M in reported assets across 1 sponsors.
  • The largest, Echo Lake Resort Inc. Retirement Plan, holds 100% of reported Ludlow plan assets.
  • Plans cover 4 participants — about 4 per plan.
  • 100% 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$1.4MSummed across loaded plans$1,400,000
Total reported assets$1.4M$1,400,000
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Total income / additions$50K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$50K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Ludlow market comparison

Largest plan share of assets100%Echo Lake Resort Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Ludlow

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

  1. 1
    Echo Lake Resort Inc. Retirement Plan$1.4M
    Echo Lake Resort Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages