How many Form 5500 benefit plans are loaded for So. Burlington, VT?

1 plan(s) reported by 1 sponsor(s) are loaded for So. Burlington, VT.

So. Burlington, 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, So. Burlington, VT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $18,858,431 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 So. Burlington

1 loaded plans hold $18.9M in reported assets across 1 sponsors.
The largest, Cobalt Benefits Group, LLC 401(K) Plan, holds 100% of reported So. Burlington plan assets.
Plans cover 202 participants — about 202 per plan.
100% of loaded plans report full Schedule H/I financial statements.
100% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.9MSummed across loaded plans$18,858,431

Total reported assets$18.9M$18,858,431

Total reported participants202

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.9M total assets

Net assets$18.9MLiabilities$0

Contributions & income

Employer contributions$996K

Participant contributions$1.1M

Total income / additions$4.4M

Expenses & distributions

Benefits paid / distributions$712.4K

Total expenses$749.3K

Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for So. Burlington, 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

So. Burlington market comparison

Largest plan share of assets100%Cobalt Benefits Group, LLC 401(K) Plan

Participants per plan202Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in So. Burlington

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

1
Cobalt Benefits Group, LLC 401(K) Plan$18.9M
Cobalt Benefits Group, LLC · 2023

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

What to inspect next

Frequently asked questions

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