Plan5500

East Otis, 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 Otis, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $20,090,667 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in East Otis

  • 1 loaded plans hold $20.1M in reported assets across 1 sponsors.
  • The largest, Williams Stone Co., Inc. Employee Stock Ownership Plan, holds 100% of reported East Otis plan assets.
  • Plans cover 45 participants — about 45 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.1MSummed across loaded plans$20,061,083
Total reported assets$20.1M$20,090,667
Total reported participants45
Total reported liabilities$29.6K$29,584

Reported net position

Reported assets = net assets + liabilities (summed)$20.1M total assets
Net assets$20.1MLiabilities$29.6K
Contributions & income
Employer contributions$180.7K
Participant contributionsNot reported
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$279.5K
Total expenses$321.5K
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Largest plan share of assets100%Williams Stone Co., Inc. Employee Stock Ownership Plan
Participants per plan45Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in East Otis

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

  1. 1
    Williams Stone Co., Inc. Employee Stock Ownership Plan$20.1M
    Williams Stone Co., Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Otis, MA?
1 plan(s) reported by 1 sponsor(s) are loaded for East Otis, MA.

Related Form 5500 pages