Greenville, DE 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, Greenville, DE has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $696,480,097 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$696,480,097
Total reported liabilities (EOY)
$5,602,638
Total reported net assets (EOY)
$690,877,459

Contributions & income

Employer contributions
$1,276,931
Participant contributions
$1,255,804
Total income / additions
$77,344,144

Expenses & distributions

Benefits paid / distributions
$3,253,629
Total expenses
$10,046,367
Net increase / (decrease)
$67,297,777

Coverage

Total reported participants
377
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greenville, DE 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

Largest loaded plans in Greenville, DE
PlanSponsorReported assets (EOY)Year
The Emerging Free Markets Country FundThe Emerging (Free) Markets Country Fund$347,224,1852023
Emerging Markets Free FundEmerging Markets Free Fund$197,158,9922023
Emerging Markets Investable FundEmerging Markets Investable Fund$130,467,2382023
Stonegates 401(K) PlanGreenville Retirement Community,$10,707,3612023
Abrams & Bayliss Llp 401(K) Retirement PlanAbrams & Bayliss Llp$10,402,9402023
Greenville Retirement Community, LLC Group Medical PlanGreenville Retirement Community, LLC$519,3812023
Greenville Retirement Community, LLC Group Insurance Plan (501)Greenville Retirement Community, LLCnot reported in the loaded dataset2023

Related Form 5500 pages