Plan5500

Waterbury, 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, Waterbury, VT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,683,109 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Waterbury

  • 2 loaded plans hold $1.7M in reported assets across 2 sponsors.
  • The largest, Ideal Auto & Truck Parts Of Vermont, Inc. 401(K) Plan, holds 52% of reported Waterbury plan assets.
  • Plans cover 13 participants — about 7 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$1.2MSummed across loaded plans$1,192,592
Total reported assets$1.7M$1,683,109
Total reported participants13
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$16.8K
Participant contributions$34.4K
Total income / additions$227.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$227.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Waterbury market comparison

Largest plan share of assets52%Ideal Auto & Truck Parts Of Vermont, Inc. 401(K) Plan
Participants per plan7Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Waterbury

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

  1. 1
    Ideal Auto & Truck Parts Of Vermont, Inc. 401(K) Plan$871.6K
    Ideal Auto & Truck Parts Of Vermont, Inc. · 2023
  2. 2
    Provencher Physical Therapy, Inc. Retirement Plan$811.5K
    Provencher Physical Therapy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Waterbury, VT?
2 plan(s) reported by 2 sponsor(s) are loaded for Waterbury, VT.

Related Form 5500 pages