Plan5500

Chatham, 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, Chatham, MA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,110,308 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
3
Latest filing year
2023

What stands out in Chatham

  • 3 loaded plans hold $5.1M in reported assets across 3 sponsors.
  • The largest, Eastward Ho Country Club 401(K) Plan, holds 65% of reported Chatham plan assets.
  • Plans cover 55 participants — about 18 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$5.1MSummed across loaded plans$5,110,308
Total reported assets$5.1M$5,110,308
Total reported participants55
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets
Net assets$5.1MLiabilities$0
Contributions & income
Employer contributions$165.6K
Participant contributions$259.6K
Total income / additions$893.6K
Expenses & distributions
Benefits paid / distributions$609.6K
Total expenses$607.7K
Net increase / (decrease)$285.8K

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 Chatham, 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

Chatham market comparison

Largest plan share of assets65%Eastward Ho Country Club 401(K) Plan
Participants per plan18Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Chatham

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

  1. 1
    Eastward Ho Country Club 401(K) Plan$3.3M
    Eastward Ho Country Club, Inc. · 2023
  2. 2
    Cape Cod Commercial Fishermen'S Alliance, Inc. 401(K) Profit Sharing & Trust$1.3M
    Cape Cod Commercial Fishermen'S Alliance, Inc. · 2023
  3. 3
    Infinitemonkey Ventures Inc. 401(K) Plan$491.8K
    Infinitemonkey Ventures Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages