Amherst, 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, Amherst, MA has 17 loaded benefit plan(s) reported by 7 plan sponsor(s), with $763,341,335 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $763,341,335
- Total reported liabilities (EOY)
- $813,979
- Total reported net assets (EOY)
- $762,527,255
Contributions & income
- Employer contributions
- $14,432,348
- Participant contributions
- $10,432,050
- Total income / additions
- $117,462,666
Expenses & distributions
- Benefits paid / distributions
- $40,000,340
- Total expenses
- $40,890,011
- Net increase / (decrease)
- $76,572,655
Coverage
- Total reported participants
- 14,099
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amherst, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Amherst College Defined Contribution Retirement Plan | Amherst College Trustees | $578,910,202 | 2023 |
| Hampshire College 403(B) Retirement Plan | Trustees Of Hampshire College | $153,557,669 | 2023 |
| Amherst College Staff Retirement Plan | Amherst College Trustees | $21,444,876 | 2023 |
| Uaw/Local 2322 Dental And Vision Plan | Uaw Umass Health And Welfare Trust Fund | $5,964,264 | 2023 |
| Folger Shakespeare Library Staff Retirement Plan | Amherst College Trustees | $3,047,758 | 2023 |
| Micro Management Ltd Profit Sharing Plan | Micro Management Ltd | $317,082 | 2023 |
| Emeriti Retiree Health Plan For Five Colleges, Incorporated | Five Colleges, Inc. | $99,383 | 2023 |
| Docworking Inc. 401(K) Plan | Docworking Inc. | $101 | 2023 |
| Death Benefit Plan For Faculty And Trustee Appointed Administrators | Amherst College Trustees | not reported in the loaded dataset | 2023 |
| Trustees Of Hampshire College Health Plan | Trustees Of Hampshire College | not reported in the loaded dataset | 2023 |
| Trustees Of Hampshire College Life Insurance And Long Term Disability Plan | Trustees Of Hampshire College | not reported in the loaded dataset | 2023 |
| Trustees Of Hampshire College Dental Plan | Trustees Of Hampshire College | not reported in the loaded dataset | 2023 |
| Trustees Of Hampshire College Vision Benefit Plan | Trustees Of Hampshire College | not reported in the loaded dataset | 2023 |
| Amherst College Health And Dental Plan | Amherst College Trustees | not reported in the loaded dataset | 2023 |
| Total Disability Plan For Faculty, Administrators And Staff | Amherst College Trustees | not reported in the loaded dataset | 2023 |
| Stavros Center For Independent Living Inc Employee Benefit Plan | Stavros Center For Independent Living Inc. | not reported in the loaded dataset | 2023 |
| Group Life Insurance Plan For Faculty Administrators And Staff | Amherst College Trustees | not reported in the loaded dataset | 2023 |
Largest plans in Amherst → · Amherst plans by participants → · Amherst plans with financial data → · Amherst plans with provider compensation → · $1B+ plans in Amherst →
Related Form 5500 pages
- All MA Form 5500 filings
- Amherst College Defined Contribution Retirement Plan (plan 001)
- Amherst College Trustees — all reported plans
- Hampshire College 403(B) Retirement Plan (plan 001)
- Trustees Of Hampshire College — all reported plans
- Amherst College Staff Retirement Plan (plan 003)
- Uaw/Local 2322 Dental And Vision Plan (plan 501)
- Uaw Umass Health And Welfare Trust Fund — all reported plans
- Folger Shakespeare Library Staff Retirement Plan (plan 004)
- Micro Management Ltd Profit Sharing Plan (plan 001)
- Micro Management Ltd — all reported plans
- Emeriti Retiree Health Plan For Five Colleges, Incorporated (plan 505)
- Five Colleges, Inc. — all reported plans
- Docworking Inc. 401(K) Plan (plan 001)
- Docworking Inc. — all reported plans
- Death Benefit Plan For Faculty And Trustee Appointed Administrators (plan 510)
- Trustees Of Hampshire College Health Plan (plan 509)
- Trustees Of Hampshire College Life Insurance And Long Term Disability Plan (plan 510)
- Trustees Of Hampshire College Dental Plan (plan 513)
- Trustees Of Hampshire College Vision Benefit Plan (plan 514)
- Amherst College Health And Dental Plan (plan 507)
- Total Disability Plan For Faculty, Administrators And Staff (plan 503)
- Methodology
- Data sources