Plan5500

Fitzpatrick Retail & Realty Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fitzpatrick Retail & Realty Company, Inc. (EIN 04-2805466) is a plan sponsor located in Stockbridge, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2805466
Location
Stockbridge, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fitzpatrick Retail & Realty Company, Inc.

  • 1 loaded plans hold $3.6M in reported assets.
  • The largest, Main Street Hospitality Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 422 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,623,984
Total reported assets$3.6M$3,623,984
Total reported participants422
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$157.6K
Participant contributions$275.9K
Total income / additions$944K
Expenses & distributions
Benefits paid / distributions$445.8K
Total expenses$461K
Net increase / (decrease)$483K

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 this company's 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

Portfolio comparison

Largest plan share of assets100%Main Street Hospitality Retirement Plan
Participants per plan422Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Main Street Hospitality Retirement Plan$3.6M
    Plan #001 · 422 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fitzpatrick Retail & Realty Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    Main Street Hospitality Retirement Plan422 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fitzpatrick Retail & Realty Company, Inc. report on Form 5500?
Fitzpatrick Retail & Realty Company, Inc. (EIN 04-2805466) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fitzpatrick Retail & Realty Company, Inc.?
The Employer Identification Number (EIN) reported for Fitzpatrick Retail & Realty Company, Inc. is 04-2805466.
What is the latest Form 5500 filing year for Fitzpatrick Retail & Realty Company, Inc.?
The latest loaded Form 5500 filing year for Fitzpatrick Retail & Realty Company, Inc. is 2023.

Related Form 5500 pages