Plan5500

Edgartown, 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, Edgartown, MA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $34,807,753 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
3
Latest filing year
2023

What stands out in Edgartown

  • 3 loaded plans hold $34.8M in reported assets across 3 sponsors.
  • The largest, Sbera Pension Plan As Adopted By Martha'S Vineyard Bank, holds 87% of reported Edgartown plan assets.
  • Plans cover 219 participants — about 73 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$34.8MSummed across loaded plans$34,807,753
Total reported assets$34.8M$34,807,753
Total reported participants219
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.8M total assets
Net assets$34.8MLiabilities$0
Contributions & income
Employer contributions$98.7K
Participant contributions$262.8K
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$490.2K
Total expenses$491.2K
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Edgartown market comparison

Largest plan share of assets87%Sbera Pension Plan As Adopted By Martha'S Vineyard Bank
Participants per plan73Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Edgartown

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

  1. 1
    Sbera Pension Plan As Adopted By Martha'S Vineyard Bank$30.1M
    Martha'S Vineyard Bank · 2023
  2. 2
    Edgartown Yacht Club Profit Sharing Plan$2.5M
    Edgartown Yacht Club, Inc. · 2023
  3. 3
    Vineyard Gazette, LLC 401(K) Plan$2.2M
    Vineyard Gazette, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages