Plan5500

Assonet, 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, Assonet, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,070,775 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
3
Latest filing year
2023

What stands out in Assonet

  • 4 loaded plans hold $3.1M in reported assets across 3 sponsors.
  • The largest, Crystal Springs, Inc. 403(B) Retirement Plan, holds 93% of reported Assonet plan assets.
  • Plans cover 719 participants — about 180 per plan.
  • 75% 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$3.1MSummed across loaded plans$3,070,775
Total reported assets$3.1M$3,070,775
Total reported participants719
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$0
Contributions & income
Employer contributions$2.6K
Participant contributions$211.4K
Total income / additions$651.6K
Expenses & distributions
Benefits paid / distributions$56.2K
Total expenses$58.1K
Net increase / (decrease)$593.5K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Assonet market comparison

Largest plan share of assets93%Crystal Springs, Inc. 403(B) Retirement Plan
Participants per plan180Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Assonet

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

  1. 1
    Crystal Springs, Inc. 403(B) Retirement Plan$2.9M
    Crystal Springs, Inc. · 2023
  2. 2
    Humarock Holdings Corporation 401(K) Plan$119.8K
    Humarock Holdings Corporation · 2023
  3. 3
    Dgg Industries, Inc 401(K) Plan$81.2K
    Dgg Industries, Inc · 2023
  4. 4
    Iddi Health Benefit Plannot reported in the loaded dataset
    Crystal Springs, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages