How many Form 5500 benefit plans are loaded for Deerfield, MA?

4 plan(s) reported by 2 sponsor(s) are loaded for Deerfield, MA.

Deerfield, 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, Deerfield, MA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $186,716,778 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: 2
Latest filing year: 2023

What stands out in Deerfield

4 loaded plans hold $186.7M in reported assets across 2 sponsors.
The largest, Trustees Of Deerfield Academy Defined Contribution Retirement Plan, holds 76% of reported Deerfield plan assets.
Plans cover 1,839 participants — about 460 per plan.
50% of loaded plans report full Schedule H/I financial statements.
50% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$186.7MSummed across loaded plans$186,716,778

Total reported assets$186.7M$186,716,778

Total reported participants1.8K1,839

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$186.7M total assets

Net assets$186.7MLiabilities$0

Contributions & income

Employer contributions$3.8M

Participant contributions$3.2M

Total income / additions$30M

Expenses & distributions

Benefits paid / distributions$9.6M

Total expenses$9.7M

Net increase / (decrease)$20.4M

Data coverage

Plans with financial statements2 / 4 (50%)

Plans with provider compensation2 / 4 (50%)

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

Deerfield market comparison

Largest plan share of assets76%Trustees Of Deerfield Academy Defined Contribution Retirement Plan

Participants per plan460Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Deerfield

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

1
Trustees Of Deerfield Academy Defined Contribution Retirement Plan$142.7M
Trustees Of Deerfield Academy · 2023
2
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan$44M
Allen Chase Foundation Dba Eaglebrook School · 2023
3
Deerfield Academy Group Health Insurance Plannot reported in the loaded dataset
Trustees Of Deerfield Academy · 2023
4
Allen-Chase Foundation Dba Eaglebrook School Welfare Benefit Plannot reported in the loaded dataset
Allen-Chase Foundation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Deerfield, MA?: 4 plan(s) reported by 2 sponsor(s) are loaded for Deerfield, MA.