Plan5500

East Sandwich, 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 Sandwich, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $22,126,462 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in East Sandwich

  • 3 loaded plans hold $22.1M in reported assets across 2 sponsors.
  • The largest, Riverview School, Inc. 403(B) Retirement Plan, holds 100% of reported East Sandwich plan assets.
  • Plans cover 591 participants — about 197 per plan.
  • 67% 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$22.1MSummed across loaded plans$22,126,462
Total reported assets$22.1M$22,126,462
Total reported participants591
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22.1M total assets
Net assets$22.1MLiabilities$0
Contributions & income
Employer contributions$587.3K
Participant contributions$674.2K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$751.9K
Total expenses$753.2K
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Largest plan share of assets100%Riverview School, Inc. 403(B) Retirement Plan
Participants per plan197Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Sandwich

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

  1. 1
    Riverview School, Inc. 403(B) Retirement Plan$22.1M
    Riverview School, Inc. · 2023
  2. 2
    Cape Investments Inc. 401(K) Plan$16.1K
    Cape Investments Inc. · 2023
  3. 3
    Riverview School, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Riverview School, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages