Plan5500

Auburndale, 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, Auburndale, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,647,707 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.6MSummed across loaded plans$19,639,154
Total reported assets$19.6M$19,647,707
Total reported participants673
Total reported liabilities$8.6K$8,553

Reported net position

Reported assets = net assets + liabilities (summed)$19.6M total assets
Net assets$19.6MLiabilities$8.6K
Contributions & income
Employer contributions$423.1K
Participant contributions$1.3M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$700.1K
Total expenses$765.4K
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Auburndale market comparison

Largest plan share of assets46%Lasell Village 403(B) Plan
Participants per plan135Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Auburndale

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

  1. 1
    Lasell Village 403(B) Plan$9.1M
    Lasell Village, Inc. · 2023
  2. 2
    American Consumer Credit Counseling 401(K) Profit Sharing Plan And Trust$6.2M
    American Consumer Credit Counseling · 2023
  3. 3
    Sitespect Inc 401(K) Profit Sharing Plan And Trust$4.3M
    Sitespect Inc · 2023
  4. 4
    American Consumer Credit Counseling, Inc. Employee Benefit Plannot reported in the loaded dataset
    American Consumer Credit Counseling, Inc. · 2023
  5. 5
    Donnelly Group Services, Inc. Dba The Maids Home Servicesnot reported in the loaded dataset
    Donnelly Service Group Inc. · 2023

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

Related Form 5500 pages