Plan5500

Lenox, 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, Lenox, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,255,498 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

What stands out in Lenox

  • 3 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Edith Wharton Restoration Defined Contribution Retirement Plan, holds 38% of reported Lenox plan assets.
  • Plans cover 75 participants — about 25 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3MSummed across loaded plans$1,255,498
Total reported assets$1.3M$1,255,498
Total reported participants75
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities$0
Contributions & income
Employer contributions$62.8K
Participant contributions$51.9K
Total income / additions$268.3K
Expenses & distributions
Benefits paid / distributions$15.9K
Total expenses$15.9K
Net increase / (decrease)$252.4K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Lenox market comparison

Largest plan share of assets38%Edith Wharton Restoration Defined Contribution Retirement Plan
Participants per plan25Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Lenox

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

  1. 1
    Edith Wharton Restoration Defined Contribution Retirement Plan$475.5K
    Edith Wharton Restoration, Inc. · 2023
  2. 2
    Council On Employee Benefits 401(K) Profit Sharing Plan$473.4K
    Council On Employee Benefits · 2023
  3. 3
    Edith Wharton Restoration Tax Deferred Annuity Plan$306.6K
    Edith Wharton Restoration, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages