Plan5500

Hardwick, 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, Hardwick, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $24,255,966 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Hardwick

  • 2 loaded plans hold $24.3M in reported assets across 1 sponsors.
  • The largest, Eagle Hill Foundation Of Massachusetts Inc. Defined Contribution Retirement Plan, holds 100% of reported Hardwick plan assets.
  • Plans cover 335 participants — about 168 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.3MSummed across loaded plans$24,255,966
Total reported assets$24.3M$24,255,966
Total reported participants335
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$24.3MLiabilities$0
Contributions & income
Employer contributions$637.7K
Participant contributions$638.7K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$778.6K
Total expenses$809.8K
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Hardwick market comparison

Largest plan share of assets100%Eagle Hill Foundation Of Massachusetts Inc. Defined Contribution Retirement Plan
Participants per plan168Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Hardwick

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

  1. 1
    Eagle Hill Foundation Of Massachusetts Inc. Defined Contribution Retirement Plan$24.3M
    Eagle Hill Foundation Of Massachusetts Inc. · 2023
  2. 2
    Eagle Hill Foundation Of Massachusetts, Inc. Life And Ltd Plannot reported in the loaded dataset
    Eagle Hill Foundation Of Massachusetts,Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hardwick, MA?
2 plan(s) reported by 1 sponsor(s) are loaded for Hardwick, MA.

Related Form 5500 pages