Portsmouth, 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, Portsmouth, RI has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $71,773,328 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)
- $71,773,328
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $71,773,328
Contributions & income
- Employer contributions
- $1,310,479
- Participant contributions
- $3,624,022
- Total income / additions
- $17,238,475
Expenses & distributions
- Benefits paid / distributions
- $6,738,199
- Total expenses
- $6,825,240
- Net increase / (decrease)
- $10,413,235
Coverage
- Total reported participants
- 2,408
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portsmouth, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Talaria Company, LLC 401k Retirement Savings Plan | Talaria Company, LLC | $43,120,071 | 2023 |
| Visiting Nurse Home & Hospice 401(K) Retirement Plan | Visiting Nurse Home & Hospice | $13,548,178 | 2023 |
| Hodges Badge Company, Inc. 401(K) Savings Plan | Hodges Badge Company, Inc. | $10,760,306 | 2023 |
| Brand & Oppenheimer Co., Inc 401(K) Plan | Brand & Oppenheimer Co., Inc. | $4,214,821 | 2023 |
| Main Rhode Insurance Agency. Inc 401(K) Plan | Main Rhode Insurance Agency. Inc | $129,952 | 2023 |
| Clements Marketplace, Inc. Employee Benefits Plan | Clements Marketplace, Inc. | not reported in the loaded dataset | 2023 |
| Visiting Nurse Home And Hospice Health And Welfare Plan | Visiting Nurse Services Of Newport And Bristol Counties | not reported in the loaded dataset | 2023 |
| Hodges Badge Company, Inc. Medical And Welfare Benefits Plan | Hodges Badge Company, Inc. | not reported in the loaded dataset | 2023 |
| The Talaria Company LLC Employee Welfare Plan | The Talaria Company LLC | not reported in the loaded dataset | 2023 |
Largest plans in Portsmouth → · Portsmouth plans by participants → · Portsmouth plans with financial data → · Portsmouth plans with provider compensation → · $1B+ plans in Portsmouth →
Related Form 5500 pages
- All RI Form 5500 filings
- The Talaria Company, LLC 401k Retirement Savings Plan (plan 002)
- Talaria Company, LLC — all reported plans
- Visiting Nurse Home & Hospice 401(K) Retirement Plan (plan 002)
- Visiting Nurse Home & Hospice — all reported plans
- Hodges Badge Company, Inc. 401(K) Savings Plan (plan 001)
- Hodges Badge Company, Inc. — all reported plans
- Brand & Oppenheimer Co., Inc 401(K) Plan (plan 001)
- Brand & Oppenheimer Co., Inc. — all reported plans
- Main Rhode Insurance Agency. Inc 401(K) Plan (plan 001)
- Main Rhode Insurance Agency. Inc — all reported plans
- Clements Marketplace, Inc. Employee Benefits Plan (plan 501)
- Clements Marketplace, Inc. — all reported plans
- Visiting Nurse Home And Hospice Health And Welfare Plan (plan 501)
- Hodges Badge Company, Inc. Medical And Welfare Benefits Plan (plan 503)
- The Talaria Company LLC Employee Welfare Plan (plan 501)
- Methodology
- Data sources