Plan5500

Richmond, 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, Richmond, VT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,691,626 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
3
Latest filing year
2023

What stands out in Richmond

  • 3 loaded plans hold $11.7M in reported assets across 3 sponsors.
  • The largest, Birdseye Building Company Employee Stock Ownership Plan, holds 77% of reported Richmond plan assets.
  • Plans cover 83 participants — about 28 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$11.7MSummed across loaded plans$11,670,429
Total reported assets$11.7M$11,691,626
Total reported participants83
Total reported liabilities$21.2K$21,197

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$21.2K
Contributions & income
Employer contributions$211.2K
Participant contributions$197.4K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)-$1.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Richmond market comparison

Largest plan share of assets77%Birdseye Building Company Employee Stock Ownership Plan
Participants per plan28Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Richmond

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

  1. 1
    Birdseye Building Company Employee Stock Ownership Plan$9M
    Birdseye Building Company · 2023
  2. 2
    Transaction Resources, Inc. 401(K) Plan$2.2M
    Transaction Resources, Inc. · 2023
  3. 3
    Back To Wellness Plc 401(K) Profit Sharing Plan & Trust$520.8K
    Back To Wellness Plc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages