Plan5500

Holden, 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, Holden, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,885,103 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
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.9MSummed across loaded plans$21,871,603
Total reported assets$21.9M$21,885,103
Total reported participants694
Total reported liabilities$13.5K$13,500

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$21.9MLiabilities$13.5K
Contributions & income
Employer contributions$357.2K
Participant contributions$2.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Holden market comparison

Largest plan share of assets63%Woodmeister Master Builders 401(K) Profit Sharing Plan
Participants per plan231Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Holden

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

  1. 1
    Woodmeister Master Builders 401(K) Profit Sharing Plan$13.8M
    Woodmeister Master Builders, Inc. · 2023
  2. 2
    Oriol Holding Inc. 401(K) Plan$8.1M
    Oriol Holding Inc. · 2023
  3. 3
    Oriol Holding, Inc.S Welfare Benefit Plannot reported in the loaded dataset
    Oriol Holding, Inc. · 2023

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

Related Form 5500 pages