Plan5500

East Freetown, 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 Freetown, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,232,738 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in East Freetown

  • 2 loaded plans hold $5.2M in reported assets across 2 sponsors.
  • The largest, The Whitney Academy, Inc. Tda Plan, holds 100% of reported East Freetown plan assets.
  • Plans cover 350 participants — about 175 per plan.
  • 100% 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$5.2MSummed across loaded plans$5,216,424
Total reported assets$5.2M$5,232,738
Total reported participants350
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$214K
Total income / additions$948K
Expenses & distributions
Benefits paid / distributions$396.7K
Total expenses$396.8K
Net increase / (decrease)$551.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for East Freetown, 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 Freetown market comparison

Largest plan share of assets100%The Whitney Academy, Inc. Tda Plan
Participants per plan175Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Freetown

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

  1. 1
    The Whitney Academy, Inc. Tda Plan$5.2M
    The Whitney Academy, Inc. · 2023
  2. 2
    Spruced Spaces Inc. Retirement Plan$16.3K
    Spruced Spaces Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages