Plan5500

Barre, 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, Barre, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,858,193 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Barre

  • 3 loaded plans hold $4.9M in reported assets across 2 sponsors.
  • The largest, Chas G. Allen 401(K) Salary Reduction Plan And Trust, holds 99% of reported Barre plan assets.
  • Plans cover 49 participants — about 16 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,858,193
Total reported assets$4.9M$4,858,193
Total reported participants49
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$14.2K
Participant contributions$87.6K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$159.9K
Total expenses$161.7K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Barre market comparison

Largest plan share of assets99%Chas G. Allen 401(K) Salary Reduction Plan And Trust
Participants per plan16Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Barre

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

  1. 1
    Chas G. Allen 401(K) Salary Reduction Plan And Trust$4.8M
    Chas G. Allen · 2023
  2. 2
    Karen M Burns - Books And People Ps Keough$17K
    Karen M Burns Dba Books And People · 2023
  3. 3
    Karen M Burns - Books And People Mp Keough$11.3K
    Karenm Burns Dba Books And People · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages