Dartmouth, 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, Dartmouth, MA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $17,624,838 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 Dartmouth

  • 3 loaded plans hold $17.6M in reported assets across 3 sponsors.
  • The largest, Zapp Usa 401(K) Profit Sharing Plan, holds 85% of reported Dartmouth plan assets.
  • Plans cover 873 participants — about 291 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.6MSummed across loaded plans$17,624,838
Total reported assets$17.6M$17,624,838
Total reported participants873
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets$17.6MLiabilities$0
Contributions & income
Employer contributions$495.1K
Participant contributions$1.2M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Dartmouth market comparison

Largest plan share of assets85%Zapp Usa 401(K) Profit Sharing Plan
Participants per plan291Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Dartmouth

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

  1. 1
    Zapp Precision Wire, Inc. · 2023
  2. 2
  3. 3
    Century Vision Global Welfare Benefit Plannot reported in the loaded dataset
    Century Vision Global, LLC · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages