Plan5500

Proctor, 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, Proctor, VT has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $114,656,196 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Proctor

  • 3 loaded plans hold $114.7M in reported assets across 1 sponsors.
  • The largest, Cfc Esop, holds 77% of reported Proctor plan assets.
  • Plans cover 1,899 participants — about 633 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$114.7MSummed across loaded plans$114,656,196
Total reported assets$114.7M$114,656,196
Total reported participants1.9K1,899
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$114.7M total assets
Net assets$114.7MLiabilities$0
Contributions & income
Employer contributions$7.1M
Participant contributions$825K
Total income / additions$31.6M
Expenses & distributions
Benefits paid / distributions$18.9M
Total expenses$19M
Net increase / (decrease)$12.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Proctor market comparison

Largest plan share of assets77%Cfc Esop
Participants per plan633Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Proctor

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

  1. 1
    Cfc Esop$88.3M
    Carris Financial Corp · 2023
  2. 2
    Cfc Retirement Plan$26.4M
    Carris Financial Corp. · 2023
  3. 3
    Carris Financial Corp Health And Welfare Benefitsnot reported in the loaded dataset
    Carris Financial Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages