Plan5500

Babson Park, 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, Babson Park, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $446,142,991 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Babson Park

  • 2 loaded plans hold $446.1M in reported assets across 1 sponsors.
  • The largest, Babson College Retirement Plan, holds 100% of reported Babson Park plan assets.
  • Plans cover 3,566 participants — about 1,783 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$446.1MSummed across loaded plans$446,142,991
Total reported assets$446.1M$446,142,991
Total reported participants3.6K3,566
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$446.1M total assets
Net assets$446.1MLiabilities$0
Contributions & income
Employer contributions$10.4M
Participant contributions$8.3M
Total income / additions$84.1M
Expenses & distributions
Benefits paid / distributions$21.9M
Total expenses$22.1M
Net increase / (decrease)$62M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Babson Park market comparison

Largest plan share of assets100%Babson College Retirement Plan
Participants per plan1,783Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Babson Park

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

  1. 1
    Babson College Retirement Plan$446.1M
    Babson College · 2023
  2. 2
    Babson College Welfare Benefits Wrap Plannot reported in the loaded dataset
    Babson College · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Babson Park, MA?
2 plan(s) reported by 1 sponsor(s) are loaded for Babson Park, MA.

Related Form 5500 pages