Plan5500

East Falmouth, 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, East Falmouth, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $28,826,190 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
3
Latest filing year
2023

What stands out in East Falmouth

  • 4 loaded plans hold $28.8M in reported assets across 3 sponsors.
  • The largest, Associates Of Cape Cod, Inc. Retirement Savings Plan, holds 94% of reported East Falmouth plan assets.
  • Plans cover 586 participants — about 147 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.8MSummed across loaded plans$28,826,190
Total reported assets$28.8M$28,826,190
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.8MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.6M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

East Falmouth market comparison

Largest plan share of assets94%Associates Of Cape Cod, Inc. Retirement Savings Plan
Participants per plan147Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Falmouth

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

  1. 1
    Associates Of Cape Cod, Inc. Retirement Savings Plan$27.1M
    Associates Of Cape Cod, Inc. · 2023
  2. 2
    M. Duffany Builders, Inc. 401(K) Plan$1.5M
    M. Duffany Builders, Inc. · 2023
  3. 3
    Green Pond Yacht Club LLC 401(K) Profit Sharing Plan & Trust$216.6K
    Green Pond Yacht Club LLC · 2023
  4. 4
    Associates Of Cape Cod, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Associates Of Cape Cod, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages