Plan5500

Woodstock, 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, Woodstock, VT has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,947,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Woodstock

  • 6 loaded plans hold $21.9M in reported assets across 4 sponsors.
  • The largest, Retirement Income Plan For Employees Of Woodstock Resort Corporation, holds 45% of reported Woodstock plan assets.
  • Plans cover 640 participants — about 107 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.2MSummed across loaded plans$20,197,976
Total reported assets$21.9M$21,947,746
Total reported participants640
Total reported liabilities$1.7M$1,749,770

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$20.2MLiabilities$1.7M
Contributions & income
Employer contributions$669.1K
Participant contributions$580.6K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.5M
Net increase / (decrease)$664.2K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Woodstock market comparison

Largest plan share of assets45%Retirement Income Plan For Employees Of Woodstock Resort Corporation
Participants per plan107Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Woodstock

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

  1. 1
    Retirement Income Plan For Employees Of Woodstock Resort Corporation$9.8M
    Woodstock Resort Corporation · 2023
  2. 2
    The Woodstock Resort Corp Profit Sharing Plan$7.5M
    The Woodstock Resort Corporation · 2023
  3. 3
    Inncredible Hospitality Corp. 401(K) Plan$2.5M
    Inncredible Hospitality Corp. · 2023
  4. 4
    Misys Employee Stock Ownership Plan$2.1M
    Manufacturing Information Systems, Inc. · 2023
  5. 5
    Woodstock Resort Corporation Welfare Benefits Plannot reported in the loaded dataset
    Woodstock Resort Corporation · 2023
  6. 6
    Two Rivers-Ottauquechee Regional Commission Sec 125 Cafeteria Plannot reported in the loaded dataset
    Two Rivers-Ottauquechee Regional Commission · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages