Lancaster, 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, Lancaster, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,172,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,172,366
- Total reported net assets (EOY)
- $29,172,366
Contributions & income
- Employer contributions
- $675,169
- Participant contributions
- $1,415,381
- Total income / additions
- $6,259,268
Expenses & distributions
- Benefits paid / distributions
- $1,952,602
- Total expenses
- $2,061,166
- Net increase / (decrease)
- $4,198,102
Coverage
- Total reported participants
- 1,207
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lancaster, 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 |
|---|---|---|---|
| Robert F. Kennedy Community Alliance 403(B) Plan | Robert F. Kennedy Community Alliance, Inc. | $25,231,726 | 2023 |
| D'Ambrosio Eye Care, Inc. 401(K) Profit Sharing Plan | D'Ambrosio Eye Care, Inc. | $3,940,640 | 2023 |
| Rfk Community Alliance Health And Welfare Benefits Plan | Rfk Community Alliance | not reported in the loaded dataset | 2023 |
| Ron Bouchards Auto Stores Health & Welfare Benefits Plan | Ron Bouchards Auto Sales, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lancaster → · Lancaster plans by participants → · Lancaster plans with financial data → · Lancaster plans with provider compensation → · $1B+ plans in Lancaster →
Related Form 5500 pages
- All MA Form 5500 filings
- Robert F. Kennedy Community Alliance 403(B) Plan (plan 001)
- Robert F. Kennedy Community Alliance, Inc. — all reported plans
- D'Ambrosio Eye Care, Inc. 401(K) Profit Sharing Plan (plan 002)
- D'Ambrosio Eye Care, Inc. — all reported plans
- Rfk Community Alliance Health And Welfare Benefits Plan (plan 501)
- Ron Bouchards Auto Stores Health & Welfare Benefits Plan (plan 502)
- Ron Bouchards Auto Sales, Inc. — all reported plans
- Methodology
- Data sources