Plan5500

Hadley, 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, Hadley, MA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $29,898,708 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Hadley

  • 6 loaded plans hold $29.9M in reported assets across 4 sponsors.
  • The largest, Umassfive College Federal Credit Union 401(K) Plan, holds 48% of reported Hadley plan assets.
  • Plans cover 640 participants — about 107 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.7MSummed across loaded plans$28,669,057
Total reported assets$29.9M$29,898,708
Total reported participants640
Total reported liabilities$1.2M$1,229,651

Reported net position

Reported assets = net assets + liabilities (summed)$29.9M total assets
Net assets$28.7MLiabilities$1.2M
Contributions & income
Employer contributions$1.7M
Participant contributions$1.8M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Hadley market comparison

Largest plan share of assets48%Umassfive College Federal Credit Union 401(K) Plan
Participants per plan107Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Hadley

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

  1. 1
    Umassfive College Federal Credit Union 401(K) Plan$14.4M
    Umassfive College Fcu · 2023
  2. 2
    National Collegiate Inventors & Innovators Alliance, Inc. Defined Contribution Plan$11.5M
    National Collegiate Inventors & Innovators Alliance, Inc. · 2023
  3. 3
    Paragus Employee Stock Ownership 401k Plan$3.4M
    Paragus Strategic It, Inc. · 2023
  4. 4
    Bottle & Brew, Inc. 401k Profit Sharing Plan$560.5K
    Bottle & Brew, Inc. · 2023
  5. 5
    Umassfive College Federal Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Umassfive College Federal Credit Union · 2023
  6. 6
    Employee Health And Welfare Plannot reported in the loaded dataset
    Nciia · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hadley, MA?
6 plan(s) reported by 4 sponsor(s) are loaded for Hadley, MA.

Related Form 5500 pages