Plan5500

Bolton, 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, Bolton, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,520,756 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Bolton

  • 4 loaded plans hold $5.5M in reported assets across 3 sponsors.
  • The largest, L.P.M. Holding Company, Inc. 401(K) Savings Plan, holds 94% of reported Bolton plan assets.
  • Plans cover 1,192 participants — about 298 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,520,756
Total reported assets$5.5M$5,520,756
Total reported participants1.2K1,192
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$115.6K
Participant contributions$516.1K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$288.7K
Total expenses$327.1K
Net increase / (decrease)$906.6K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Bolton market comparison

Largest plan share of assets94%L.P.M. Holding Company, Inc. 401(K) Savings Plan
Participants per plan298Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bolton

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

  1. 1
    L.P.M. Holding Company, Inc. 401(K) Savings Plan$5.2M
    L.P.M. Holding Company, Inc. · 2023
  2. 2
    Jdmcn Retirement Plan$328.8K
    Union Installations, Inc. · 2023
  3. 3
    Lpm Holdings & Affiliates Employee Benefits Plannot reported in the loaded dataset
    Lpm Holding Company, Inc · 2023
  4. 4
    Future Electronics Corp. Group Insurancenot reported in the loaded dataset
    Future Electronics Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages