Plan5500

Marblehead, 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, Marblehead, MA has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $14,978,714 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Marblehead

  • 9 loaded plans hold $15M in reported assets across 9 sponsors.
  • The largest, Irresistibles 401(K) Plan, holds 38% of reported Marblehead plan assets.
  • Plans cover 93 participants — about 10 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$15MSummed across loaded plans$14,978,714
Total reported assets$15M$14,978,714
Total reported participants93
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$165.8K
Participant contributions$374.4K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$788.9K
Total expenses$829K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements9 / 9 (100%)
Plans with provider compensation0 / 9 ()

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

Marblehead market comparison

Largest plan share of assets38%Irresistibles 401(K) Plan
Participants per plan10Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Marblehead

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

  1. 1
    Irresistibles 401(K) Plan$5.7M
    The Market Collection, Inc. Dba Irresistibles · 2023
  2. 2
    Stroud Consulting LLC 401(K) Profit Sharing Plan & Trust$4.1M
    Stroud Consulting LLC · 2023
  3. 3
    Altova, Inc. 401(K) Plan$2.4M
    Altova, Inc. · 2023
  4. 4
    Hansen Marine Engineering, Inc. Profit Sharing Plan And Trust$2.1M
    Hansen Marine Engineering, Inc. · 2023
  5. 5
    Mgl Enterprises Inc. 401(K) Plan$311.7K
    Mgl Enterprises Inc. · 2023
  6. 6
    Wlcnac Corporation 401(K) Plan$297K
    Wlcnac Corporation · 2023
  7. 7
    Gonzo Flooring Enterprises, Inc. 401(K) Profit Sharing Plan$84.9K
    Gonzo Flooring Enterprises, Inc. · 2023
  8. 8
    Nadepco, Inc. Profit Sharing Plan$21K
    Nadepco, Inc. · 2023
  9. 9
    The 360 Connection Company Retirement Plan$0
    The 360 Connection Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marblehead, MA?
9 plan(s) reported by 9 sponsor(s) are loaded for Marblehead, MA.

Related Form 5500 pages