Benchmarking The Winterberry Group Retirement Plan in Southington, CT against all plans
The Winterberry Group Retirement Plan in Southington, CT has the 11th-highest diversity of asset types (24.5%) among the 274 Connecticut plans. That 24.5% compares to an average of 10.6% across those 274 plans.
The Winterberry Group Retirement Plan has these standings among those 274 peer plans related to asset types (values of zero are not shown):
The Winterberry Group Retirement Plan has these standings among those 274 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 24.5% (11th-highest)
- total noninterest-bearing cash = $3,175 (9th-most)
- receivables - employer contributions = $106,348 (27th-most)
- receivables - participant contributions = $2,427 (63rd-most)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) = $199,091 (32nd-most)
- corporate common stocks (other than employer securities) = $28,016 (3rd-most)
- participant loans = $38,230 (107th-least)
- value of interest in pooled separate accounts = $2,505,417 (31st-highest)
- value of funds held in insurance company general account (unallocated contracts) = $248,079 (58th-highest)
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Peers
beat out by H.H. Brown Shoe Company, Inc. Union Employees 401(K) Savings Plan in Greenwich, CT (40.8%), Safe Home Security Inc. 401k Plan in Middletown, CT (36.4%), Tri-Lift 401k Retirement Plan in New Haven, CT (35.5%), and Best Friends Pet Care, Inc. 401(K) Retirement Plan in Norwalk, CT (32.7%), and 6 others, ending with Spectrix Analytical Services 401(K) Plan in North Haven, CT (25.8%).
beat Midsun Group 401(K) Plan & Trust in Southington, CT (23.9%), HCP Packaging USA, Inc. 401(K) Profit Sharing Retirement Plan in Shelton, CT (23.3%), GDS Contracting Corp. 401(K) Plan in Berlin, CT (23.0%), and Turnbridge 401(K) Retirement Savings Plan in New Haven, CT (22.9%), and 259 others, ending with Trackman, Inc. 401(K) Plan in Stamford, CT (0.0%).
beat Midsun Group 401(K) Plan & Trust in Southington, CT (23.9%), HCP Packaging USA, Inc. 401(K) Profit Sharing Retirement Plan in Shelton, CT (23.3%), GDS Contracting Corp. 401(K) Plan in Berlin, CT (23.0%), and Turnbridge 401(K) Retirement Savings Plan in New Haven, CT (22.9%), and 259 others, ending with Trackman, Inc. 401(K) Plan in Stamford, CT (0.0%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.