Portland, 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, Portland, CT has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $22,403,936 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $22,403,936
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $22,403,936
Contributions & income
- Employer contributions
- $350,661
- Participant contributions
- $981,622
- Total income / additions
- $5,382,965
Expenses & distributions
- Benefits paid / distributions
- $2,364,923
- Total expenses
- $2,447,985
- Net increase / (decrease)
- $2,934,980
Coverage
- Total reported participants
- 388
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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 |
|---|---|---|---|
| Jarvis Airfoil Savings Plan | Jarvis Airfoil, Inc. | $8,093,861 | 2023 |
| Specialty Store Lighting, Inc. 401(K) Profit Sharing Plan | Specialty Lighting Group, LLC | $5,223,634 | 2023 |
| Red Technologies 401k Plan | Red Technologies | $4,290,894 | 2023 |
| Standard-Knapp, Inc. Amended And Restated Hourly Employees' Retirement Plan | Standard-Knapp, Inc. | $2,826,327 | 2023 |
| Roncalli Institute Master 401(K) Plan | Roncalli Institute, Inc. | $1,772,161 | 2023 |
| Caruso Window Solutions Incorporated Retirement Plan | Caruso Window Solutions Incorporated | $197,059 | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All CT Form 5500 filings
- Jarvis Airfoil Savings Plan (plan 001)
- Jarvis Airfoil, Inc. — all reported plans
- Specialty Store Lighting, Inc. 401(K) Profit Sharing Plan (plan 001)
- Specialty Lighting Group, LLC — all reported plans
- Red Technologies 401k Plan (plan 001)
- Red Technologies — all reported plans
- Standard-Knapp, Inc. Amended And Restated Hourly Employees' Retirement Plan (plan 005)
- Standard-Knapp, Inc. — all reported plans
- Roncalli Institute Master 401(K) Plan (plan 001)
- Roncalli Institute, Inc. — all reported plans
- Caruso Window Solutions Incorporated Retirement Plan (plan 001)
- Caruso Window Solutions Incorporated — all reported plans
- Methodology
- Data sources