Dudley, 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, Dudley, MA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,583,244 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.6MSummed across loaded plans$56,563,280
Total reported assets$56.6M$56,583,244
Total reported participants1.8K1,758
Total reported liabilities$20K$19,964

Reported net position

Reported assets = net assets + liabilities (summed)$56.6M total assets
Net assets$56.6MLiabilities$20K
Contributions & income
Employer contributions$1.2M
Participant contributions$2M
Total income / additions$9.8M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.5M
Net increase / (decrease)$5.4M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation4 / 9 (44%)

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

Largest loaded plans by reported assets

Largest loaded plans in Dudley, MA
PlanSponsorReported assets (EOY)Year
Nichols College 403b PlanNichols College$38,867,5852023
Tri-Valley, Inc. Pension TrustTri-Valley, Inc.$6,390,3692023
Henke Sass Wolf Of America, Inc. 401(K) Retirement PlanHenke Sass Wolf Of America, Inc.$5,717,0352023
Tri-Valley, Inc. 403(B) PlanTri-Valley, Inc.$4,584,9192023
Mace Polymers & Additives, Inc. 401k Retirement PlanMace Polymers & Additives, Inc.$1,023,3362023
Dr Home Inspection, Inc. 401(K) Profit Sharing PlanDr Home Inspection, Inc.$02023
Henke Sass Wolf Of America, Inc. Employee Benefits PlanHenke Sass Wolf Of America, Inc.not reported in the loaded dataset2023
Tri-Valley, Inc. Health And Welfare Benefits PlanTri-Valley, Inc.not reported in the loaded dataset2023
Nichols College Welfare Benefit PlanNichols Collegenot reported in the loaded dataset2023

Related Form 5500 pages