Plan5500

Amesbury, 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, Amesbury, MA has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $167,263,268 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

What stands out in Amesbury

  • 6 loaded plans hold $167.3M in reported assets across 3 sponsors.
  • The largest, Munters Corporation Employee Savings And 401(K) Plan, holds 76% of reported Amesbury plan assets.
  • Plans cover 3,791 participants — about 632 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$159.5MSummed across loaded plans$159,475,262
Total reported assets$167.3M$167,263,268
Total reported participants3.8K3,791
Total reported liabilities$7.8M$7,788,006

Reported net position

Reported assets = net assets + liabilities (summed)$167.3M total assets
Net assets$159.5MLiabilities$7.8M
Contributions & income
Employer contributions$6M
Participant contributions$8.6M
Total income / additions$40.3M
Expenses & distributions
Benefits paid / distributions$14.5M
Total expenses$15.1M
Net increase / (decrease)$25.2M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amesbury, 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

Amesbury market comparison

Largest plan share of assets76%Munters Corporation Employee Savings And 401(K) Plan
Participants per plan632Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Amesbury

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

  1. 1
    Munters Corporation Employee Savings And 401(K) Plan$127.5M
    Munters Corporation · 2023
  2. 2
    Bankprov 401(K) Plan$24.8M
    Bankprov · 2023
  3. 3
    Bankprov Employee Stock Ownership Plan$14.7M
    Bankprov · 2023
  4. 4
    Britas Enterprises, Inc. 401(K) Profit Sharing Plan$224.2K
    Britas Enterprises, Inc. · 2023
  5. 5
    Bankprov Health And Welfare Benefit Plannot reported in the loaded dataset
    Bankprov · 2023
  6. 6
    Munters Corporation Health & Welfare Benefit Plannot reported in the loaded dataset
    Munters Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Amesbury, MA?
6 plan(s) reported by 3 sponsor(s) are loaded for Amesbury, MA.

Related Form 5500 pages