Plan5500

Georgetown, 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, Georgetown, MA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $27,548,629 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Georgetown

  • 7 loaded plans hold $27.5M in reported assets across 6 sponsors.
  • The largest, Cai Inc Prodiac Pension Plan, holds 54% of reported Georgetown plan assets.
  • Plans cover 1,015 participants — about 145 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,548,629
Total reported assets$27.5M$27,548,629
Total reported participants1K1,015
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.5M total assets
Net assets$27.5MLiabilities$0
Contributions & income
Employer contributions$777.2K
Participant contributions$1.3M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8M
Net increase / (decrease)-$1.5M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation1 / 7 (14%)

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

Georgetown market comparison

Largest plan share of assets54%Cai Inc Prodiac Pension Plan
Participants per plan145Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Georgetown

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

  1. 1
    Cai Inc Prodiac Pension Plan$14.8M
    Cai Inc · 2023
  2. 2
    Mirra Company, LLC 401(K) Profit Sharing Plan$10.2M
    Mirra Company, LLC · 2023
  3. 3
    B&B Engineering Corporation Employee Stock Ownership Plan$2.3M
    B & B Engineering Corporation · 2023
  4. 4
    Ayp 401k$184.8K
    Ayp Inc. · 2023
  5. 5
    Lewis Skeirik, Dmd, Inc. Profit Sharing Plan$92K
    Lewis Skeirik, Dmd, Inc. · 2023
  6. 6
    Mirra Company Welfare Benefits Plannot reported in the loaded dataset
    Mirra Company, LLC · 2023
  7. 7
    Momentum Manufacturing Group & Welfare Plannot reported in the loaded dataset
    Momentum Manufacturing Group · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Georgetown, MA?
7 plan(s) reported by 6 sponsor(s) are loaded for Georgetown, MA.

Related Form 5500 pages