Westbrook, 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, Westbrook, CT has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $481,920,740 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $481,920,740
- Total reported liabilities (EOY)
- $2,290,656
- Total reported net assets (EOY)
- $479,630,084
Contributions & income
- Employer contributions
- $47,332,722
- Participant contributions
- $1,545,933
- Total income / additions
- $120,462,244
Expenses & distributions
- Benefits paid / distributions
- $62,216,124
- Total expenses
- $62,998,806
- Net increase / (decrease)
- $57,463,438
Coverage
- Total reported participants
- 4,228
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westbrook, 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 |
|---|---|---|---|
| The Lee Company Profit Sharing Plan | The Lee Company | $449,271,257 | 2023 |
| Dattilo Group 401(K) Profit Sharing Plan | Dgg Properties Co., Inc | $8,806,576 | 2023 |
| Lorensen Enterprises Inc. 401(K) Psp & Trust | Lorensen Enterprises Inc. | $8,718,822 | 2023 |
| Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust | Clinton Nurseries Inc | $7,138,579 | 2023 |
| Safe Harbor 401(K) Profit Sharing Plan For Employees Of Sarah, Inc. | Sarah, Inc. | $4,569,673 | 2023 |
| The Lee Company Group Life, Disability, Medical And Dental Plan | The Lee Company | $2,177,280 | 2023 |
| Connecticut Hospitality Company 401(K) Plan | Connecticut Hospitality Company | $1,238,553 | 2023 |
| Clinton Nurseries, Inc. Life And Add Benefit Plan | Clinton Nurseries, Inc. | not reported in the loaded dataset | 2023 |
| Lorensen Enterprises, Inc. Health And Welfare Plan | Lorensen Enterprises, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Westbrook → · Westbrook plans by participants → · Westbrook plans with financial data → · Westbrook plans with provider compensation → · $1B+ plans in Westbrook →
Related Form 5500 pages
- All CT Form 5500 filings
- The Lee Company Profit Sharing Plan (plan 002)
- The Lee Company — all reported plans
- Dattilo Group 401(K) Profit Sharing Plan (plan 001)
- Dgg Properties Co., Inc — all reported plans
- Lorensen Enterprises Inc. 401(K) Psp & Trust (plan 001)
- Lorensen Enterprises Inc. — all reported plans
- Clinton Nurseries Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Clinton Nurseries Inc — all reported plans
- Safe Harbor 401(K) Profit Sharing Plan For Employees Of Sarah, Inc. (plan 001)
- Sarah, Inc. — all reported plans
- The Lee Company Group Life, Disability, Medical And Dental Plan (plan 504)
- Connecticut Hospitality Company 401(K) Plan (plan 001)
- Connecticut Hospitality Company — all reported plans
- Clinton Nurseries, Inc. Life And Add Benefit Plan (plan 501)
- Lorensen Enterprises, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources