Plan5500

Lunenburg, 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, Lunenburg, MA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,396,804 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 Lunenburg

  • 6 loaded plans hold $51.4M in reported assets across 4 sponsors.
  • The largest, Ecological Fibers, Inc. 401(K) Profit Sharing Plan, holds 43% of reported Lunenburg plan assets.
  • Plans cover 748 participants — about 125 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.4MSummed across loaded plans$51,396,804
Total reported assets$51.4M$51,396,804
Total reported participants748
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.4M total assets
Net assets$51.4MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$10.9M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Lunenburg market comparison

Largest plan share of assets43%Ecological Fibers, Inc. 401(K) Profit Sharing Plan
Participants per plan125Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lunenburg

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

  1. 1
    Ecological Fibers, Inc. 401(K) Profit Sharing Plan$22M
    Ecological Fibers, Inc. · 2023
  2. 2
    Solidus Technical Solutions, LLC 401(K) Plan$20.6M
    Solidus Technical Solutions, LLC · 2023
  3. 3
    Ecological Fibers, Inc. Pawtucket 401(K) Profit Sharing Plan$8.7M
    Ecological Fibers, Inc. · 2023
  4. 4
    Shapiro Educational & Behavior 401(K) Profit Sharing Plan & Trust$0
    Shapiro Educational & Behavior · 2023
  5. 5
    Plan B Holdings Inc. 401(K) Plan$0
    Plan B Holdings Inc. · 2023
  6. 6
    Ecological Fibers, Inc. Cafeteria Plannot reported in the loaded dataset
    Ecological Fibers, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages