Oxford, 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, Oxford, CT has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $313,886,874 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $313,886,874
- Total reported liabilities (EOY)
- $6,598,203
- Total reported net assets (EOY)
- $307,288,671
Contributions & income
- Employer contributions
- $18,825,487
- Participant contributions
- $21,824,214
- Total income / additions
- $93,048,953
Expenses & distributions
- Benefits paid / distributions
- $43,525,701
- Total expenses
- $44,284,583
- Net increase / (decrease)
- $48,764,370
Coverage
- Total reported participants
- 9,571
- Plans with financial statements
- 9
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oxford, 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 |
|---|---|---|---|
| Roller Bearing Company Of America 401(K) Plan | Roller Bearing Co Of America, Inc. | $234,472,956 | 2023 |
| Pta Corporation 401(K) Savings And Retirement Plan | Pta Corporation | $23,058,152 | 2023 |
| Pta Corporation Employee Stock Ownership Plan | Pta Corporation | $21,312,248 | 2023 |
| Roller Bearing Company Of America Nonexempt Section 401(K) Plan | Roller Bearing Co Of America Inc. | $13,075,137 | 2023 |
| Roller Bearing Company Of America, Inc. Union Pension Plan | Rbc Bearings Incorporated | $9,039,832 | 2023 |
| Tradewind Aviation LLC 401(K) Plan | Tradewind Aviation LLC | $6,491,340 | 2023 |
| Haynes Group Incorporated 401(K) Profit Sharing Plan | Haynes Group Inc. | $5,086,042 | 2023 |
| Dambruoso Construction Co Inc Profit Sharing Plan | Dambruoso Construction Co Inc | $978,285 | 2023 |
| Mwc Enterprise, Inc. 401(K) Profit Sharing Plan | Mwc Enterprise, Inc. | $372,882 | 2023 |
| Roller Bearing Company Of America, Inc. Retiree Benefit Plans | Roller Bearing Company Of America | not reported in the loaded dataset | 2023 |
| Pta Corporation Welfare Benefits Plan | Pta Corporation | not reported in the loaded dataset | 2023 |
| Roller Bearing Company Of America, Inc. - Welfare Benefit Plans | Roller Bearing Company Of America | not reported in the loaded dataset | 2023 |
Largest plans in Oxford → · Oxford plans by participants → · Oxford plans with financial data → · Oxford plans with provider compensation → · $1B+ plans in Oxford →
Related Form 5500 pages
- All CT Form 5500 filings
- Roller Bearing Company Of America 401(K) Plan (plan 004)
- Roller Bearing Co Of America, Inc. — all reported plans
- Pta Corporation 401(K) Savings And Retirement Plan (plan 002)
- Pta Corporation — all reported plans
- Pta Corporation Employee Stock Ownership Plan (plan 003)
- Roller Bearing Company Of America Nonexempt Section 401(K) Plan (plan 001)
- Roller Bearing Co Of America Inc. — all reported plans
- Roller Bearing Company Of America, Inc. Union Pension Plan (plan 047)
- Tradewind Aviation LLC 401(K) Plan (plan 001)
- Tradewind Aviation LLC — all reported plans
- Haynes Group Incorporated 401(K) Profit Sharing Plan (plan 003)
- Haynes Group Inc. — all reported plans
- Dambruoso Construction Co Inc Profit Sharing Plan (plan 001)
- Dambruoso Construction Co Inc — all reported plans
- Mwc Enterprise, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mwc Enterprise, Inc. — all reported plans
- Roller Bearing Company Of America, Inc. Retiree Benefit Plans (plan 511)
- Pta Corporation Welfare Benefits Plan (plan 502)
- Roller Bearing Company Of America, Inc. - Welfare Benefit Plans (plan 501)
- Methodology
- Data sources