Greenfield, 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, Greenfield, MA has 21 loaded benefit plan(s) reported by 15 plan sponsor(s), with $132,544,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $132,544,294
- Total reported liabilities (EOY)
- $101,792
- Total reported net assets (EOY)
- $132,442,502
Contributions & income
- Employer contributions
- $3,552,982
- Participant contributions
- $6,175,147
- Total income / additions
- $32,307,729
Expenses & distributions
- Benefits paid / distributions
- $13,703,510
- Total expenses
- $13,939,264
- Net increase / (decrease)
- $18,368,465
Coverage
- Total reported participants
- 4,104
- Plans with financial statements
- 14
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greenfield, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Valley Medical Group, P.C. 401(K) Plan | Valley Medical Group, P.C. | $27,720,850 | 2023 |
| Greenfield Savings Bank 401k Plan | Greenfield Savings Bank | $21,239,462 | 2023 |
| Sbera Pension Plan As Adopted By Greenfield Savings Bank | Greenfield Savings Bank | $20,573,517 | 2023 |
| Bete Fog Nozzle, Inc. Retirement Program | Bete Fog Nozzle, Inc. | $16,097,702 | 2023 |
| Stoneleigh-Burnham School 403(B) Dc Plan | Stoneleigh-Burnham School | $11,117,736 | 2023 |
| A.R. Sandri, Inc. 401(K) Savings Plan | A.R. Sandri, Inc. | $8,687,619 | 2023 |
| Community Action Retirement Plan | Community Action Pioneer Valley, Inc. | $7,938,751 | 2023 |
| Valley Steel Stamp Inc 401(K) Profit Sharing Plan & Trust | Valley Steel Stamp Inc | $7,374,086 | 2023 |
| Lifepath, Inc. 401(K) Plan | Lifepath, Inc. | $7,085,948 | 2023 |
| Pv Squared 401(K) Profit Sharing Plan | Pioneer Valley Photovoltaics Cooperative, Inc. | $2,990,414 | 2023 |
| Greenfield Farmers Cooperative Exchange, Inc. Profit Sharing Plan | Greenfield Farmers Exchange, Inc | $1,718,209 | 2023 |
| Eye & Lasik Group, P.C.401(K) Plan & Trust | Eye & Lasik Group, P.C. | $0 | 2023 |
| Ken'S Roadside Diner, Inc. 401(K) Plan | Ken'S Roadside Diner, Inc. | $0 | 2023 |
| New England Natural Bakers, Inc. Employee Stock Ownership Plan | New England Natural Bakers, Inc. | $0 | 2023 |
| Breakaway Retail Enterprises Welfare Benefit Plan | Breakaway Retail Enterprises | not reported in the loaded dataset | 2023 |
| Bete Fog Nozzle, Inc. Welfare Plan | Bete Fog Nozzle, Inc. | not reported in the loaded dataset | 2023 |
| Life, Ltd, Ad&D And Vision Plan | Greenfield Savings Bank | not reported in the loaded dataset | 2023 |
| Ar Sandri Welfare Benefit Plan | Ar Sandri Inc. | not reported in the loaded dataset | 2023 |
| Greenfield Cooperative Bank Life And Disability Plan | Greenfield Cooperative Bank | not reported in the loaded dataset | 2023 |
| Lifepath, Inc. Health And Welfare Plan | Lifepath, Inc. | not reported in the loaded dataset | 2023 |
| Community Action | Community Action Pioneer Valley | not reported in the loaded dataset | 2023 |
Largest plans in Greenfield → · Greenfield plans by participants → · Greenfield plans with financial data → · Greenfield plans with provider compensation → · $1B+ plans in Greenfield →
Related Form 5500 pages
- All MA Form 5500 filings
- Valley Medical Group, P.C. 401(K) Plan (plan 001)
- Valley Medical Group, P.C. — all reported plans
- Greenfield Savings Bank 401k Plan (plan 002)
- Greenfield Savings Bank — all reported plans
- Sbera Pension Plan As Adopted By Greenfield Savings Bank (plan 001)
- Bete Fog Nozzle, Inc. Retirement Program (plan 001)
- Bete Fog Nozzle, Inc. — all reported plans
- Stoneleigh-Burnham School 403(B) Dc Plan (plan 001)
- Stoneleigh-Burnham School — all reported plans
- A.R. Sandri, Inc. 401(K) Savings Plan (plan 002)
- A.R. Sandri, Inc. — all reported plans
- Community Action Retirement Plan (plan 001)
- Community Action Pioneer Valley, Inc. — all reported plans
- Valley Steel Stamp Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Valley Steel Stamp Inc — all reported plans
- Lifepath, Inc. 401(K) Plan (plan 001)
- Lifepath, Inc. — all reported plans
- Pv Squared 401(K) Profit Sharing Plan (plan 001)
- Pioneer Valley Photovoltaics Cooperative, Inc. — all reported plans
- Greenfield Farmers Cooperative Exchange, Inc. Profit Sharing Plan (plan 001)
- Greenfield Farmers Exchange, Inc — all reported plans
- Eye & Lasik Group, P.C.401(K) Plan & Trust (plan 001)
- Eye & Lasik Group, P.C. — all reported plans
- Ken'S Roadside Diner, Inc. 401(K) Plan (plan 001)
- Ken'S Roadside Diner, Inc. — all reported plans
- New England Natural Bakers, Inc. Employee Stock Ownership Plan (plan 002)
- New England Natural Bakers, Inc. — all reported plans
- Breakaway Retail Enterprises Welfare Benefit Plan (plan 502)
- Breakaway Retail Enterprises — all reported plans
- Methodology
- Data sources