Wakefield, 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, Wakefield, RI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $158,297,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$158,297,426
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$158,297,426

Contributions & income

Employer contributions
$4,094,507
Participant contributions
$6,742,871
Total income / additions
$36,249,426

Expenses & distributions

Benefits paid / distributions
$15,221,107
Total expenses
$15,531,590
Net increase / (decrease)
$20,717,836

Coverage

Total reported participants
4,101
Plans with financial statements
3
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wakefield, 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 Wakefield, RI
PlanSponsorReported assets (EOY)Year
The South County Hospital 403(B) Retirement PlanSouth County Hospital$101,586,7642023
South County Hospital Retirement PlanSouth County Hospital, Inc.$53,738,8432023
Jaffco Profit Sharing PlanJaffco Packaging Machinery, Inc.$2,971,8192023
South County Hospital Health And Welfare PlanSouth County Hospitalnot reported in the loaded dataset2023

Related Form 5500 pages