Bristol, RI 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, Bristol, RI has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $376,702,459 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$376,702,459
Total reported liabilities (EOY)
$6,864
Total reported net assets (EOY)
$376,695,595

Contributions & income

Employer contributions
$5,630,948
Participant contributions
$7,048,168
Total income / additions
$65,390,317

Expenses & distributions

Benefits paid / distributions
$19,400,620
Total expenses
$19,673,548
Net increase / (decrease)
$45,716,769

Coverage

Total reported participants
5,444
Plans with financial statements
7
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bristol, RI 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 Bristol, RI
PlanSponsorReported assets (EOY)Year
Roger Williams University Retirement PlanRoger Williams University$335,932,5532023
Medical Associates Of Rhode Island, Inc. 401(K) PlanMedical Associates Of Rhode Island, Inc.$21,536,7832023
Tri-Mack Plastics Mfg Corp 401(K) PlanTri-Mack Plastics Mfg Corp$12,948,2432023
401(K) Profit Sharing Plan For Employees Of Living In Fulfilling Environments (L.I.F.E.), Inc.Living In Fulfilling Environme$4,716,7742023
Harborside Holdings Corporation 401(K) PlanHarborside Holdings Corporation$1,080,0622023
Pivotal Brewing Company 401(K) PlanPivotal Brewing Company$366,0442023
Brytier Corporation Retirement PlanBrytier Corporation$122,0002023
Tri-Mack Plastics Health And Welfare PlanTri-Mack Plastics Manufacturing Corporationnot reported in the loaded dataset2023
Symmetrix Composite Tooling, Inc. Employee Benefit PlanSymmetrix Composite Tooling, Inc.not reported in the loaded dataset2023
Roger Williams University Employee Benefits PlanRoger Williams Universitynot reported in the loaded dataset2023
Living In Fulfilling Environments Flexible Benefit PlanElizabeth Wiedenhofernot reported in the loaded dataset2023

Related Form 5500 pages