Plan5500

Windsor, 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, Windsor, VT has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,190,916 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Windsor

  • 5 loaded plans hold $16.2M in reported assets across 3 sponsors.
  • The largest, Simon Pearce (Us) Inc. 401(K) Profit Sharing Plan & Trust, holds 100% of reported Windsor plan assets.
  • Plans cover 1,500 participants — about 300 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.2MSummed across loaded plans$16,190,916
Total reported assets$16.2M$16,190,916
Total reported participants1.5K1,500
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$16.2MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.9M
Total income / additions$10.9M
Expenses & distributions
Benefits paid / distributions$4.9M
Total expenses$5.1M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Windsor market comparison

Largest plan share of assets100%Simon Pearce (Us) Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan300Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Windsor

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

  1. 1
    Simon Pearce (Us) Inc. 401(K) Profit Sharing Plan & Trust$16.2M
    Simon Pearce (Us) Inc. · 2023
  2. 2
    Mt. Ascutney Hospital And Health Center Retirement Savings Plan$0
    Windsor Hospital Corp Dba Mt Ascutney · 2023
  3. 3
    Mt. Ascutney Hospital And Health Center Employee Benefit Plannot reported in the loaded dataset
    Mt. Ascutney Hospital & Health Center · 2023
  4. 4
    Simon Pearce (Us) Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Simon Pearce (Us) Inc. · 2023
  5. 5
    American Crafted Spirits Retirement Plannot reported in the loaded dataset
    American Crafted Spirits · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages