Plan5500

Auburn, 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, Auburn, MA has 21 loaded benefit plan(s) reported by 19 plan sponsor(s), with $190,338,007 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
19
Latest filing year
2023

What stands out in Auburn

  • 21 loaded plans hold $190.3M in reported assets across 19 sponsors.
  • The largest, R.H. White 401(K) Profit Sharing-Pw Plan, holds 31% of reported Auburn plan assets.
  • Plans cover 4,885 participants — about 233 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 48% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$190.3MSummed across loaded plans$190,337,101
Total reported assets$190.3M$190,338,007
Total reported participants4.9K4,885
Total reported liabilities$906

Reported net position

Reported assets = net assets + liabilities (summed)$190.3M total assets
Net assets$190.3MLiabilities$906
Contributions & income
Employer contributions$5.8M
Participant contributions$9.6M
Total income / additions$46.4M
Expenses & distributions
Benefits paid / distributions$17.8M
Total expenses$18.4M
Net increase / (decrease)$27.9M

Data coverage

Plans with financial statements14 / 21 (67%)
Plans with provider compensation10 / 21 (48%)

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

Auburn market comparison

Largest plan share of assets31%R.H. White 401(K) Profit Sharing-Pw Plan
Participants per plan233Average across loaded plans
Plan sponsors19
Ranked by reported assets

Largest loaded plans in Auburn

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

  1. 1
    R.H. White 401(K) Profit Sharing-Pw Plan$59.7M
    R.H. White Construction Co., Inc. · 2023
  2. 2
    Webster Five Cents Savings Bank 401(K) Plan$27.9M
    Webster Five Cents Savings Bank · 2023
  3. 3
    General Sheet Metal Co., Inc. 401(K) Profit Sharing Plan$23M
    General Sheet Metal Co., Inc. · 2023
  4. 4
    Pi 401(K) Profit Sharing Plan$20.7M
    Pi (Physik Instrumente) Lp · 2023
  5. 5
    Atlas Distributing 401(K) Plan$16.9M
    Atlas Distributing, Inc. · 2023
  6. 6
    American Steel And Aluminum LLC Employees' Deferred Compensation Plan$13M
    American Steel And Aluminum LLC · 2023
  7. 7
    Richard Lundgren, Inc. 401(K) Plan$8.2M
    Richard Lundgren, Inc. · 2023
  8. 8
    Worcester Envelope Company Employees' Pension Plan$6.4M
    Worcester Envelope Company · 2023
  9. 9
    Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan$5.5M
    Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store · 2023
  10. 10
    Stored Energy Holdings 401(K) Plan$4.6M
    Stored Energy Holdings, Inc. · 2023
  11. 11
    Accelerated Media Technologies,Inc. 401(K) Plan$3.5M
    Accelerated Media Technologies, Inc. · 2023
  12. 12
    Hillcrest Farm Money Purchase Pension Plan$945.4K
    Cynthia Bertrand · 2023
  13. 13
    Defalco Family Chiropractic 401(K) Profit Sharing Plan & Trust$55K
    Defalco Family Chiropractic · 2023
  14. 14
    Mid-States Packaging, Inc 401(K) Plan$0
    Mid-States Packaging, Inc · 2023
  15. 15
    Health And Welfarenot reported in the loaded dataset
    Patrick Motors Group, LLC · 2023
  16. 16
    R.H. White Companies, Inc. Employee Benefits Plannot reported in the loaded dataset
    R.H. White Companies, Inc. · 2023
  17. 17
    General Mechanical Contractors Inc.S Welfarenot reported in the loaded dataset
    General Mechanical Contractors, Inc. · 2023
  18. 18
    Masterman'S Llp Employee Benefits Plannot reported in the loaded dataset
    Masterman'S Llp · 2023
  19. 19
    American Steel And Aluminum, LLC Employee Benefits Plannot reported in the loaded dataset
    American Steel And Aluminum, LLC · 2023
  20. 20
    Webster Five Cents Savings Bank Life Andnot reported in the loaded dataset
    Webster Five Cents Savings Bank · 2023
  21. 21
    Kadant Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Kadant Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Auburn, MA?
21 plan(s) reported by 19 sponsor(s) are loaded for Auburn, MA.

Related Form 5500 pages