Westerly, 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, Westerly, RI has 20 loaded benefit plan(s) reported by 8 plan sponsor(s), with $279,420,314 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 8
- Total reported assets (EOY)
- $279,420,314
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Washington Trust Company 401(K) Plan | The Washington Trust Company, Of Westerly | $131,033,222 | 2023 |
| The Washington Trust Company Pension Plan | The Washington Trust Company | $81,720,046 | 2023 |
| The Moore Company Retirement Security Plan | The Moore Company | $46,515,919 | 2023 |
| E & A Markets, Inc. 401(K) Profit Sharing Plan | E & A Markets, Inc. | $12,016,515 | 2023 |
| Maxson Automatic Machinery Co. 401(K) Plan | Maxson Automatic Machinery Company | $4,640,424 | 2023 |
| Cimini & Associates, Inc. 401(K) Plan | Cimini & Associates, Inc. | $1,730,269 | 2023 |
| 403(B) Thrift Plan Of Frank Olean Center, Inc. | Frank Olean Center, Inc. | $1,401,572 | 2023 |
| Qrx Inc 401(K) Plan | Qrx Inc. | $362,347 | 2023 |
| Fsa | The Moore Company | not reported in the loaded dataset | 2023 |
| The Moore Company Group Critical Illness Plan | The Moore Company | not reported in the loaded dataset | 2023 |
| The Moore Company Group Vision Care | The Moore Company | not reported in the loaded dataset | 2023 |
| Dental Benefits Plan | The Moore Company | not reported in the loaded dataset | 2023 |
| Health Benefits Plan | The Moore Company | not reported in the loaded dataset | 2023 |
| The Washington Trust Welfare Plan | The Washington Trust Company | not reported in the loaded dataset | 2023 |
| Group Life | The Moore Company | not reported in the loaded dataset | 2023 |
| Long Term Disability | The Moore Company | not reported in the loaded dataset | 2023 |
| Short-Term Disability | The Moore Company | not reported in the loaded dataset | 2023 |
| Cimini & Associates, Inc. Employee Benefit Plan | Cimini & Associates, Inc. | not reported in the loaded dataset | 2023 |
| Ocean House Management, LLC Health & Welfare Plan | Ocean House Management, LLC | not reported in the loaded dataset | 2023 |
| Group Travel Insurance | The Moore Company | not reported in the loaded dataset | 2023 |
Largest plans in Westerly → · Westerly plans with financial data → · $1B+ plans in Westerly → · Providers by reported compensation →
Related Form 5500 pages
- All RI Form 5500 filings
- The Washington Trust Company 401(K) Plan (plan 002)
- The Washington Trust Company, Of Westerly — all reported plans
- The Washington Trust Company Pension Plan (plan 001)
- The Moore Company Retirement Security Plan (plan 011)
- The Moore Company — all reported plans
- E & A Markets, Inc. 401(K) Profit Sharing Plan (plan 002)
- E & A Markets, Inc. — all reported plans
- Maxson Automatic Machinery Co. 401(K) Plan (plan 002)
- Maxson Automatic Machinery Company — all reported plans
- Cimini & Associates, Inc. 401(K) Plan (plan 002)
- Cimini & Associates, Inc. — all reported plans
- 403(B) Thrift Plan Of Frank Olean Center, Inc. (plan 001)
- Frank Olean Center, Inc. — all reported plans
- Qrx Inc 401(K) Plan (plan 001)
- Qrx Inc. — all reported plans
- Fsa (plan 533)
- The Moore Company Group Critical Illness Plan (plan 534)
- The Moore Company Group Vision Care (plan 535)
- Dental Benefits Plan (plan 531)
- Health Benefits Plan (plan 530)
- The Washington Trust Welfare Plan (plan 502)
- Group Life (plan 528)
- Methodology
- Data sources