Plan5500

Ashland, 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, Ashland, MA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $42,123,243 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Ashland

  • 7 loaded plans hold $42.1M in reported assets across 6 sponsors.
  • The largest, Bico Group 401(K) Plan, holds 55% of reported Ashland plan assets.
  • Plans cover 438 participants — about 63 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.1MSummed across loaded plans$42,123,243
Total reported assets$42.1M$42,123,243
Total reported participants438
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42.1M total assets
Net assets$42.1MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$3.3M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation0 / 7 ()

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

Ashland market comparison

Largest plan share of assets55%Bico Group 401(K) Plan
Participants per plan63Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Ashland

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

  1. 1
    Bico Group 401(K) Plan$23M
    Bico Group · 2023
  2. 2
    Jamie Oil Company, Inc. 401(K) Plan$8.4M
    Jamie Oil Company, Inc. · 2023
  3. 3
    Marc F. Rubin, Dmd, Pc Profit Sharing Plan$4.5M
    Marc F Rubin, Dmd Pc · 2023
  4. 4
    Ashland Lumber Company, Inc. 401(K) Plan$3.6M
    Ashland Lumber Company, Inc. · 2023
  5. 5
    Custom Systems And Controls 401(K) Plan$2.6M
    Custom Systems And Controls · 2023
  6. 6
    Kee Transportation Inc. Retirement Plan$49K
    Kee Transportation Inc. · 2023
  7. 7
    Cellink, LLC Employee Benefit Plannot reported in the loaded dataset
    Cellink, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages