East Longmeadow, 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 Longmeadow, MA has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $85,090,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
10
Latest filing year
2023

What stands out in East Longmeadow

  • 12 loaded plans hold $85.1M in reported assets across 10 sponsors.
  • The largest, Cartamundi North America 401(K) Plan, holds 79% of reported East Longmeadow plan assets.
  • Plans cover 3,299 participants — about 275 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$85.1MSummed across loaded plans$85,090,414
Total reported assets$85.1M$85,090,414
Total reported participants3.3K3,299
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$85.1M total assets
Net assets$85.1MLiabilities$0
Contributions & income
Employer contributions$3.6M
Participant contributions$5.4M
Total income / additions$22.1M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.5M
Net increase / (decrease)$13.7M

Data coverage

Plans with financial statements7 / 12 (58%)
Plans with provider compensation2 / 12 (17%)

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

Largest plan share of assets79%Cartamundi North America 401(K) Plan
Participants per plan275Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in East Longmeadow

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

  1. 1
    Cartamundi East Longmeadow LLC · 2023
  2. 2
    Northstar Recycling Company, LLC · 2023
  3. 3
    Pediatric Services Of Springfield, Inc. · 2023
  4. 4
    Hampden Homebuyers, LLC · 2023
  5. 5
    Ce Springfield, Inc. · 2023
  6. 6
    United Transport/W B Hill, Inc · 2023
  7. 7
    Burd Manufacturing Co., Inc. · 2023
  8. 8
    Magnolia Management Company LLCnot reported in the loaded dataset
    Magnolia Management Company LLC · 2023
  9. 9
    Springfield Pie Inc · 2023
  10. 10
    Cartamundi East Longmeadow LLC · 2023
  11. 11
    Center For School Crisis Intervention And Assessment, Inc. · 2023
  12. 12
    Northstar Recycling Company Health And Welfare Plannot reported in the loaded dataset
    Northstar Recycling Company, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Longmeadow, MA?
12 plan(s) reported by 10 sponsor(s) are loaded for East Longmeadow, MA.

Related Form 5500 pages