Ayer, 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, Ayer, MA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $134,185,928 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$134,185,928
Total reported liabilities (EOY)
$74,219
Total reported net assets (EOY)
$134,111,709

Contributions & income

Employer contributions
$3,123,893
Participant contributions
$6,488,660
Total income / additions
$32,359,288

Expenses & distributions

Benefits paid / distributions
$13,050,834
Total expenses
$13,412,735
Net increase / (decrease)
$18,946,553

Coverage

Total reported participants
2,182
Plans with financial statements
8
Plans with provider compensation
4

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

Largest loaded plans in Ayer, MA
PlanSponsorReported assets (EOY)Year
Amsc 401(K) Savings PlanAmerican Superconductor Corporation$53,845,6642023
Epic Cpf 401(K) PlanEpic Enterprises, Inc.$32,477,1032023
Catania-Spagna Corporation Profit Sharing & 401(K) Plan & TrustCatania-Spagna Corporation$24,888,0292023
Sbera Pension Plan As Adopted By North Middlesex Savings BankMain Street Bank$10,377,8962023
Applewood Controls, Inc. 401(K) Profit Sharing PlanApplewood Controls, Inc.$4,799,8122023
Nasoya Foods Usa, LLC 401(K) Retirement PlanNasoya Foods Usa, LLC$4,295,4882023
Gervais 401(K) PlanGervais, Inc.$2,932,5792023
Markel Realty Inc Profit SharingMarkel Realty Inc Markel Realty Group$569,3572023
Epic Enterprises, Inc. Employee Benefit Health PlanEpic Enterprises, Inc.not reported in the loaded dataset2023
Catania-Spagna Corporation Flexible Compensation PlanCatania-Spagna Corporationnot reported in the loaded dataset2023
American Superconductor Health And Welfare PlanAmerican Superconductor Corporationnot reported in the loaded dataset2023

Related Form 5500 pages