Middlebury, 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, Middlebury, CT has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $115,396,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $115,396,540
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $115,396,540
Contributions & income
- Employer contributions
- $913,524
- Participant contributions
- $2,558,088
- Total income / additions
- $20,098,905
Expenses & distributions
- Benefits paid / distributions
- $10,767,114
- Total expenses
- $10,951,914
- Net increase / (decrease)
- $9,146,991
Coverage
- Total reported participants
- 4,092
- Plans with financial statements
- 7
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middlebury, 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 |
|---|---|---|---|
| Timex Group Usa, Inc. Savings Plan For Salaried Employees | Timex Group Usa, Inc. | $108,230,291 | 2023 |
| Active Orthopaedics, P.C. 401(K) Profit Sharing Plan | Active Orthopaedics, P.C. | $2,810,902 | 2023 |
| Heritage Builders Of Waterbury, LLC 401(K) Profit Sharing Plan | Heritage Builders Of Waterbury, LLC | $1,498,790 | 2023 |
| Attorney Timothy F Sullivan Profit Sharing Plan | Attorney Timothy F Sullivan | $1,383,310 | 2023 |
| Emba Inc. Profit Sharing Plan | Emba Inc. | $1,160,821 | 2023 |
| 2w, Inc. 401k Profit Sharing Plan | 2w, Inc. | $195,491 | 2023 |
| Quarry Ice Inc. Retirement Plan | Quarry Ice Inc. | $116,935 | 2023 |
| The Travel Accident Policy For Employees Of Timex Group Usa, Inc. | Timex Group Usa, Inc. | not reported in the loaded dataset | 2023 |
| Timex Group Usa, Inc. Medical And Dental Plan | Timex Group Usa, Inc. | not reported in the loaded dataset | 2023 |
| Vision Plan For Employee Of Timex Group Usa Inc. | Timex Group Usa, Inc. | not reported in the loaded dataset | 2023 |
| Timex Group Usa, Inc. Life And Ad&D Plan | Timex Group Usa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middlebury → · Middlebury plans by participants → · Middlebury plans with financial data → · Middlebury plans with provider compensation → · $1B+ plans in Middlebury →
Related Form 5500 pages
- All CT Form 5500 filings
- Timex Group Usa, Inc. Savings Plan For Salaried Employees (plan 013)
- Timex Group Usa, Inc. — all reported plans
- Active Orthopaedics, P.C. 401(K) Profit Sharing Plan (plan 001)
- Active Orthopaedics, P.C. — all reported plans
- Heritage Builders Of Waterbury, LLC 401(K) Profit Sharing Plan (plan 001)
- Heritage Builders Of Waterbury, LLC — all reported plans
- Attorney Timothy F Sullivan Profit Sharing Plan (plan 001)
- Attorney Timothy F Sullivan — all reported plans
- Emba Inc. Profit Sharing Plan (plan 001)
- Emba Inc. — all reported plans
- 2w, Inc. 401k Profit Sharing Plan (plan 001)
- 2w, Inc. — all reported plans
- Quarry Ice Inc. Retirement Plan (plan 001)
- Quarry Ice Inc. — all reported plans
- The Travel Accident Policy For Employees Of Timex Group Usa, Inc. (plan 501)
- Timex Group Usa, Inc. Medical And Dental Plan (plan 531)
- Vision Plan For Employee Of Timex Group Usa Inc. (plan 530)
- Timex Group Usa, Inc. Life And Ad&D Plan (plan 509)
- Methodology
- Data sources