Plan5500

Carlisle, 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, Carlisle, MA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $109,333,086 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
1
Latest filing year
2023

What stands out in Carlisle

  • 3 loaded plans hold $109.3M in reported assets across 1 sponsors.
  • The largest, Assurance Technology Corporation 401(K) Savings Plan, holds 60% of reported Carlisle plan assets.
  • Plans cover 936 participants — about 312 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.3MSummed across loaded plans$109,333,086
Total reported assets$109.3M$109,333,086
Total reported participants936
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.3M total assets
Net assets$109.3MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$2.4M
Total income / additions$20M
Expenses & distributions
Benefits paid / distributions$13.1M
Total expenses$13.1M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Carlisle market comparison

Largest plan share of assets60%Assurance Technology Corporation 401(K) Savings Plan
Participants per plan312Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Carlisle

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

  1. 1
    Assurance Technology Corporation 401(K) Savings Plan$65.1M
    Assurance Technology Corporation · 2023
  2. 2
    Assurance Technology Corporation Profit-Sharing Trust$44.2M
    Assurance Technology Corporation · 2023
  3. 3
    Assurance Technology Corporation And Affiliates Health Benefits Plannot reported in the loaded dataset
    Assurance Technology Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages