RI Form 5500 retirement and benefit plan filings
State 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, RI has 827 loaded benefit plan(s) reported by 479 plan sponsor(s), with $267,887,512,962 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 827
- Plan sponsors
- 479
- Total reported assets (EOY)
- $267,887,512,962
- Latest filing year
- 2023
Cities by loaded plan count
- Providence, RI — 169 plan(s)
- Smithfield, RI — 117 plan(s)
- Warwick, RI — 69 plan(s)
- Cranston, RI — 65 plan(s)
- Pawtucket, RI — 48 plan(s)
- Woonsocket, RI — 35 plan(s)
- Middletown, RI — 33 plan(s)
- Lincoln, RI — 30 plan(s)
- Johnston, RI — 28 plan(s)
- North Kingstown, RI — 26 plan(s)
- East Providence, RI — 26 plan(s)
- Westerly, RI — 20 plan(s)
- West Warwick, RI — 18 plan(s)
- East Greenwich, RI — 15 plan(s)
- Newport, RI — 14 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Cvs Health Future Fund 401(K) Plan | Cvs Health Corporation | Woonsocket | $27,588,812,025 | 2023 |
| The Bank Of America Pension Plan | Bank Of America Corporation | Riverside | $19,189,219,650 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Blend 2030 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $8,621,335,664 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Us Bond Index Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $8,609,716,097 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2030 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $8,199,197,476 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2035 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $8,092,732,295 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2035 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $7,941,211,077 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2040 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $7,736,779,271 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2040 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $7,661,057,567 | 2023 |
| Textron Inc. Master Trust | Textron Inc. | Providence | $7,616,271,613 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2045 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $6,601,450,901 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2045 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $6,455,176,065 | 2023 |
| Fiam Group Trust For Employee Benefit Plan Fidelity Freedom Blend 2025 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $5,910,975,739 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2025 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $5,887,291,190 | 2023 |
| Fiam Group Trust For Employee Benefit Plans Freedom Blend 2050 Commingled Pool | Fidelity Institutional Asset Management Trust Company | Smithfield | $5,762,349,350 | 2023 |
Largest RI plans → · RI plans with financial data → · $1B+ RI plans →
Related Form 5500 pages
- Providence, RI Form 5500 filings
- Smithfield, RI Form 5500 filings
- Warwick, RI Form 5500 filings
- Cranston, RI Form 5500 filings
- Pawtucket, RI Form 5500 filings
- Woonsocket, RI Form 5500 filings
- Middletown, RI Form 5500 filings
- Lincoln, RI Form 5500 filings
- Johnston, RI Form 5500 filings
- North Kingstown, RI Form 5500 filings
- East Providence, RI Form 5500 filings
- Westerly, RI Form 5500 filings
- West Warwick, RI Form 5500 filings
- East Greenwich, RI Form 5500 filings
- Newport, RI Form 5500 filings
- Cvs Health Future Fund 401(K) Plan (plan 017)
- The Bank Of America Pension Plan (plan 001)
- Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Blend 2030 Commingled Pool (plan 091)
- Fiam Group Trust For Employee Benefit Plans Us Bond Index Commingled Pool (plan 106)
- Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2030 Commingled Pool (plan 080)
- Fiam Group Trust For Employee Benefit Plans Freedom Blend 2035 Commingled Pool (plan 092)
- Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2035 Commingled Pool (plan 081)
- Fiam Group Trust For Employee Benefit Plans Fidelity Freedom Index 2040 Commingled Pool (plan 082)
- Fiam Group Trust For Employee Benefit Plans Freedom Blend 2040 Commingled Pool (plan 093)
- Textron Inc. Master Trust (plan 001)
- Methodology
- Data sources