Plan5500

Avon, 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, Avon, MA has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $54,483,180 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

What stands out in Avon

  • 6 loaded plans hold $54.5M in reported assets across 3 sponsors.
  • The largest, Design Communications, Ltd. 401k Plan, holds 36% of reported Avon plan assets.
  • Plans cover 1,456 participants — about 243 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$54.5MSummed across loaded plans$54,483,180
Total reported assets$54.5M$54,483,180
Total reported participants1.5K1,456
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$54.5M total assets
Net assets$54.5MLiabilities$0
Contributions & income
Employer contributions$300.3K
Participant contributions$3.2M
Total income / additions$11.9M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.9M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation3 / 6 (50%)

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

Avon market comparison

Largest plan share of assets36%Design Communications, Ltd. 401k Plan
Participants per plan243Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Avon

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

  1. 1
    Design Communications, Ltd. 401k Plan$19.8M
    Design Communications, Ltd. · 2023
  2. 2
    Ruby Wines, Inc. 401k Profit Sharing Trust$19.1M
    Ruby Wines, Inc. · 2023
  3. 3
    Boston Brace International, Inc. 401(K) Plan$15.6M
    Boston Brace International, Inc. · 2023
  4. 4
    Ruby Wines, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Ruby Wines, Inc. · 2023
  5. 5
    Design Communications, Ltd. Life And Disability Plannot reported in the loaded dataset
    Design Communications, Ltd · 2023
  6. 6
    Design Communications, Ltd. Medical Plannot reported in the loaded dataset
    Design Communications, Ltd · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages