Bristol, CT 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, Bristol, CT has 38 loaded benefit plan(s) reported by 18 plan sponsor(s), with $1,237,370,334 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,237,370,334
- Total reported liabilities (EOY)
- $195,825
- Total reported net assets (EOY)
- $1,237,174,509
Contributions & income
- Employer contributions
- $12,638,116
- Participant contributions
- $25,345,312
- Total income / additions
- $204,371,863
Expenses & distributions
- Benefits paid / distributions
- $101,124,369
- Total expenses
- $106,119,100
- Net increase / (decrease)
- $98,252,763
Coverage
- Total reported participants
- 21,366
- Plans with financial statements
- 24
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bristol, CT 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Barnes Group Inc. Retirement Savings Plan | Barnes Group Inc. | $320,119,132 | 2023 |
| Barnes Group Inc. Pension Trust | Barnes Group Inc. | $316,436,187 | 2023 |
| Barnes Group Inc. Consolidated Pension Plan | Barnes Group Inc. | $225,636,860 | 2023 |
| Uaw Agreement And Pension Plan | Barnes Group Inc. | $80,883,542 | 2023 |
| Bristol Hospital & Health Care Group 403(B) Plan | Bristol Hospital & Health Care Group, Inc. | $75,777,034 | 2023 |
| Wheeler Clinic, Inc. 403(B) Plan | Wheeler Clinic, Inc. | $50,147,321 | 2023 |
| The Arthur G. Russell Company, Inc. Profit Sharing Plan | The Arthur G. Russell Company, Inc. | $29,559,915 | 2023 |
| Beekley Corporation 401(K) Profit Sharing Plan And Trust | Beekley Corporation | $27,478,424 | 2023 |
| Connecticut Community Care, Inc. 403(B) Savings Plan | Connecticut Community Care, Inc. | $21,077,699 | 2023 |
| Bristol Hospital And Health Care Group 401(K) Plan | Bristol Hospital Ems, Inc. | $14,883,986 | 2023 |
| Bauer, Inc. 401(K) Plan | Bauer, Inc. | $12,617,420 | 2023 |
| Crowley Automotive Group 401(K) Plan | Crowley Chrysler Plymouth, Inc. | $11,670,877 | 2023 |
| Associated Spring/Barnes Group Inc. Bristol Division Unionized Salary Reduction 401(K) Plan | Barnes Group Inc. | $7,911,570 | 2023 |
| Plymouth Spring Retirement Plan | Plymouth Spring Company, Inc. | $7,428,133 | 2023 |
| Associated Spring Uaw 629 Employee'S Savings Plan | Barnes Group, Inc. | $7,391,109 | 2023 |
| Kar Products Retirement Income Plan | Barnes Group Inc. | $5,614,890 | 2023 |
| Barnes Group Inc. Pension Plan For Hourly Rate Employees - Milwaukee Division | Barnes Group Inc. | $4,617,004 | 2023 |
| Erickson Metals Corporation 401(K) Savings And Retirement Plan | Erickson Metals Corporation | $4,413,576 | 2023 |
| Pine Lake Investments, Inc. 401(K) Profit Sharing Plan | Pine Lake Investments, Inc. | $3,237,672 | 2023 |
| Bristol Adult Resource Center, Inc. Retirement Plan & Trust | Bristol Adult Resource Center, Inc. | $3,092,369 | 2023 |
| Arrow Manufacturing Co. Inc. 401k Profit Sharing Plan & Trust | Arrow Manufacturing Co. Inc. | $2,740,239 | 2023 |
| Bristol Supermarket LLC 401(K) Plan | Bristol Supermarket LLC | $2,625,483 | 2023 |
| Bristol Orthopaedics, LLC Profit Sharing Plan | Bristol Orthopaedics, LLC | $2,009,892 | 2023 |
| Shoprite Of Waterbury, LLC 401(K) Plan | Shoprite Of Waterbury, LLC | $0 | 2023 |
| Crowley Chrysler Plymouth/ Lincoln Mercury, Inc. Health And Welfare Plan | Crowley Chrysler Plymouth Lincoln Mercury, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Bristol → · Bristol plans by participants → · Bristol plans with financial data → · Bristol plans with provider compensation → · $1B+ plans in Bristol →
Related Form 5500 pages
- All CT Form 5500 filings
- Barnes Group Inc. Retirement Savings Plan (plan 012)
- Barnes Group Inc. — all reported plans
- Barnes Group Inc. Pension Trust (plan 023)
- Barnes Group Inc. Consolidated Pension Plan (plan 002)
- Uaw Agreement And Pension Plan (plan 001)
- Bristol Hospital & Health Care Group 403(B) Plan (plan 002)
- Bristol Hospital & Health Care Group, Inc. — all reported plans
- Wheeler Clinic, Inc. 403(B) Plan (plan 004)
- Wheeler Clinic, Inc. — all reported plans
- The Arthur G. Russell Company, Inc. Profit Sharing Plan (plan 002)
- The Arthur G. Russell Company, Inc. — all reported plans
- Beekley Corporation 401(K) Profit Sharing Plan And Trust (plan 001)
- Beekley Corporation — all reported plans
- Connecticut Community Care, Inc. 403(B) Savings Plan (plan 002)
- Connecticut Community Care, Inc. — all reported plans
- Bristol Hospital And Health Care Group 401(K) Plan (plan 001)
- Bristol Hospital Ems, Inc. — all reported plans
- Bauer, Inc. 401(K) Plan (plan 001)
- Bauer, Inc. — all reported plans
- Crowley Automotive Group 401(K) Plan (plan 003)
- Crowley Chrysler Plymouth, Inc. — all reported plans
- Associated Spring/Barnes Group Inc. Bristol Division Unionized Salary Reduction 401(K) Plan (plan 021)
- Plymouth Spring Retirement Plan (plan 002)
- Plymouth Spring Company, Inc. — all reported plans
- Associated Spring Uaw 629 Employee'S Savings Plan (plan 020)
- Methodology
- Data sources