Plan5500

Ashburnham, 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, Ashburnham, MA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,444,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Ashburnham

  • 4 loaded plans hold $51.4M in reported assets across 2 sponsors.
  • The largest, Cushing Academy Defined Contribution Retirement Plan, holds 99% of reported Ashburnham plan assets.
  • Plans cover 726 participants — about 182 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.4MSummed across loaded plans$51,444,786
Total reported assets$51.4M$51,444,786
Total reported participants726
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$51.4M total assets
Net assets$51.4MLiabilities—
Contributions & income
Employer contributions$690.6K
Participant contributions$643.9K
Total income / additions$9.9M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Ashburnham market comparison

Largest plan share of assets99%Cushing Academy Defined Contribution Retirement Plan
Participants per plan182Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ashburnham

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

  1. 1
    Cushing Academy Defined Contribution Retirement Plan$51M
    Cushing Academy · 2023
  2. 2
    Nacoro, Inc. 401(K) Plan$463.9K
    Nacoro, Inc. · 2023
  3. 3
    Welfare Benefits Plan For Eligible Employees Of Cushing Academynot reported in the loaded dataset
    Cushing Academy · 2023
  4. 4
    Cushing Academy Group Life And Accidental Death & Dismemberment And Disability Plannot reported in the loaded dataset
    Cushing Academy · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ashburnham, MA?
4 plan(s) reported by 2 sponsor(s) are loaded for Ashburnham, MA.

Related Form 5500 pages