Athol, 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, Athol, MA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $136,662,217 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $136,662,217
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $136,662,217
Contributions & income
- Employer contributions
- $3,844,739
- Participant contributions
- $1,941,832
- Total income / additions
- $23,483,125
Expenses & distributions
- Benefits paid / distributions
- $10,261,403
- Total expenses
- $11,800,103
- Net increase / (decrease)
- $11,683,022
Coverage
- Total reported participants
- 3,541
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athol, 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 |
|---|---|---|---|
| The Retirement Plan For Employees Of The L.S. Starrett Company | The L.S. Starrett Company | $86,741,149 | 2023 |
| The L.S. Starrett Company 401(K) Savings Plan | The L.S. Starrett Company | $24,590,043 | 2023 |
| Sbera 401(K) Plan As Adopted By Athol Savings Bank | Athol Savings Bank | $10,443,347 | 2023 |
| Sbera Pension Plan As Adopted By Athol Savings Bank | Athol Savings Bank | $10,392,967 | 2023 |
| The L.S. Starrett Company Employee Stock Ownership Plan | The L.S. Starrett Company | $3,926,787 | 2023 |
| The L.S. Starrett Company 2013 Employee Stock Ownership Plan And Trust | The L.S. Starrett Company | $528,066 | 2023 |
| J Steven Company 401(K) Plan | J Steven Company | $37,579 | 2023 |
| Cornerstone Insurance Agency Inc Profit Sharing Plan | Cornerstone Insurance Agency Inc | $2,279 | 2023 |
| The L.S. Starrett Company Health & Welfare Plan | The L.S. Starrett Company | not reported in the loaded dataset | 2023 |
| Athol Memorial Hospital Group Life And Add | Athol Memorial Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Athol → · Athol plans by participants → · Athol plans with financial data → · Athol plans with provider compensation → · $1B+ plans in Athol →
Related Form 5500 pages
- All MA Form 5500 filings
- The Retirement Plan For Employees Of The L.S. Starrett Company (plan 001)
- The L.S. Starrett Company — all reported plans
- The L.S. Starrett Company 401(K) Savings Plan (plan 003)
- Sbera 401(K) Plan As Adopted By Athol Savings Bank (plan 002)
- Athol Savings Bank — all reported plans
- Sbera Pension Plan As Adopted By Athol Savings Bank (plan 001)
- The L.S. Starrett Company Employee Stock Ownership Plan (plan 002)
- The L.S. Starrett Company 2013 Employee Stock Ownership Plan And Trust (plan 004)
- J Steven Company 401(K) Plan (plan 001)
- J Steven Company — all reported plans
- Cornerstone Insurance Agency Inc Profit Sharing Plan (plan 001)
- Cornerstone Insurance Agency Inc — all reported plans
- The L.S. Starrett Company Health & Welfare Plan (plan 507)
- Athol Memorial Hospital Group Life And Add (plan 507)
- Athol Memorial Hospital — all reported plans
- Methodology
- Data sources