Plan5500

Shelburne, 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, Shelburne, VT has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $26,225,130 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in Shelburne

  • 7 loaded plans hold $26.2M in reported assets across 4 sponsors.
  • The largest, 403(B) Thrift Plan For Employees Of Wake Robin Corporation, holds 41% of reported Shelburne plan assets.
  • Plans cover 1,111 participants — about 159 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.2MSummed across loaded plans$26,225,130
Total reported assets$26.2M$26,225,130
Total reported participants1.1K1,111
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.2M total assets
Net assets$26.2MLiabilities$0
Contributions & income
Employer contributions$513.3K
Participant contributions$1.5M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

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

Shelburne market comparison

Largest plan share of assets41%403(B) Thrift Plan For Employees Of Wake Robin Corporation
Participants per plan159Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Shelburne

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

  1. 1
    403(B) Thrift Plan For Employees Of Wake Robin Corporation$10.7M
    Wake Robin Corporation · 2023
  2. 2
    The Vermont Teddy Bear Co. 401(K) Plan$7.8M
    Vermont Teddy Bear Company, Inc. · 2023
  3. 3
    The Automaster 401(K) Plan$6.5M
    Automasters Motor Co., Inc. Dba The Automaster · 2023
  4. 4
    Come On Inn, Inc. Retirement Plan$1.2M
    Come On Inn, Inc. · 2023
  5. 5
    Wake Robin Life, Accidental Death & Dismemberment Plannot reported in the loaded dataset
    Wake Robin Corporation · 2023
  6. 6
    Wake Robin Flexible Benefits Plannot reported in the loaded dataset
    Wake Robin Corporation · 2023
  7. 7
    Wake Robin Vision Plannot reported in the loaded dataset
    Wake Robin Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shelburne, VT?
7 plan(s) reported by 4 sponsor(s) are loaded for Shelburne, VT.

Related Form 5500 pages