Plan5500

Accord, MA 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, Accord, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,628,115 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Accord

  • 1 loaded plans hold $5.6M in reported assets across 1 sponsors.
  • The largest, Beales LLC 401(K) Profit Sharing Plan & Trust, holds 100% of reported Accord plan assets.
  • Plans cover 227 participants — about 227 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,628,115
Total reported assets$5.6M$5,628,115
Total reported participants227
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities$0
Contributions & income
Employer contributions$87.9K
Participant contributions$251.2K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$173.8K
Total expenses$206K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Accord, MA 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.

Computed from loaded plans

Accord market comparison

Largest plan share of assets100%Beales LLC 401(K) Profit Sharing Plan & Trust
Participants per plan227Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Accord

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beales LLC 401(K) Profit Sharing Plan & Trust$5.6M
    Beales LLC · 2023

Largest plans in Accord → · Accord plans by participants → · Accord plans with financial data → · Accord plans with provider compensation → · $1B+ plans in Accord →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Accord, MA?
1 plan(s) reported by 1 sponsor(s) are loaded for Accord, MA.

Related Form 5500 pages