Southport, 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, Southport, CT has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $228,236,422 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $228,236,422
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $228,236,422
Contributions & income
- Employer contributions
- $11,761,123
- Participant contributions
- $8,513,393
- Total income / additions
- $49,436,505
Expenses & distributions
- Benefits paid / distributions
- $16,906,855
- Total expenses
- $17,033,451
- Net increase / (decrease)
- $32,403,054
Coverage
- Total reported participants
- 8,669
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southport, 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 |
|---|---|---|---|
| Sturm, Ruger & Company, Inc. 401(K) Plan | Sturm, Ruger & Company, Inc. | $214,070,730 | 2023 |
| Superior Technology Corp. 401(K) Plan | Superior Technology Corp. | $13,575,054 | 2023 |
| Joie De Vivre Inc. Retirement Plan | Joie De Vivre Inc. | $362,365 | 2023 |
| Ruscio Enterprises, Inc. 401(K) Profit Sharing Plan | Ruscio Enterprises, Inc. | $228,273 | 2023 |
| Sturm, Ruger & Company, Inc. Employee Severance Plan | Sturm, Ruger & Company, Inc. | not reported in the loaded dataset | 2023 |
| Trinity Episcopal Church Money Purchase Plan | Trinity Episcopal Church | not reported in the loaded dataset | 2023 |
| Long Term Disability | Sturm, Ruger & Company, Inc. | not reported in the loaded dataset | 2023 |
| Blanket Accident Policy | Sturm, Ruger & Company, Inc. | not reported in the loaded dataset | 2023 |
| Sturm, Ruger & Company, Inc. Employee Benefit Plan | Sturm, Ruger & Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Southport → · Southport plans by participants → · Southport plans with financial data → · Southport plans with provider compensation → · $1B+ plans in Southport →
Related Form 5500 pages
- All CT Form 5500 filings
- Sturm, Ruger & Company, Inc. 401(K) Plan (plan 004)
- Sturm, Ruger & Company, Inc. — all reported plans
- Superior Technology Corp. 401(K) Plan (plan 002)
- Superior Technology Corp. — all reported plans
- Joie De Vivre Inc. Retirement Plan (plan 001)
- Joie De Vivre Inc. — all reported plans
- Ruscio Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ruscio Enterprises, Inc. — all reported plans
- Sturm, Ruger & Company, Inc. Employee Severance Plan (plan 509)
- Trinity Episcopal Church Money Purchase Plan (plan 001)
- Trinity Episcopal Church — all reported plans
- Long Term Disability (plan 507)
- Blanket Accident Policy (plan 506)
- Sturm, Ruger & Company, Inc. Employee Benefit Plan (plan 505)
- Methodology
- Data sources