Marion, 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, Marion, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $100,631,483 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $100,631,483
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $100,631,483
Contributions & income
- Employer contributions
- $2,207,230
- Participant contributions
- $2,393,112
- Total income / additions
- $18,043,745
Expenses & distributions
- Benefits paid / distributions
- $4,580,263
- Total expenses
- $4,661,570
- Net increase / (decrease)
- $13,382,175
Coverage
- Total reported participants
- 772
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marion, 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 |
|---|---|---|---|
| Tabor Academy Defined Contribution Plan | Tabor Academy | $70,124,757 | 2023 |
| Baldwin Brothers LLC 401(K) Savings Plan | Baldwin Brothers, LLC | $16,608,876 | 2023 |
| Thompson Consultants, Inc. 401(K) Profit Sharing Plan | Thompson Consultants, Inc. | $7,495,804 | 2023 |
| The Burr Brothers Boats, Inc. 401(K) & Profit Sharing Plan | Burr Brothers Boats, Inc. | $6,402,046 | 2023 |
| Tabor Academy Health And Welfare Plan | Tabor Academy | not reported in the loaded dataset | 2023 |
Largest plans in Marion → · Marion plans by participants → · Marion plans with financial data → · Marion plans with provider compensation → · $1B+ plans in Marion →
Related Form 5500 pages
- All MA Form 5500 filings
- Tabor Academy Defined Contribution Plan (plan 002)
- Tabor Academy — all reported plans
- Baldwin Brothers LLC 401(K) Savings Plan (plan 001)
- Baldwin Brothers, LLC — all reported plans
- Thompson Consultants, Inc. 401(K) Profit Sharing Plan (plan 001)
- Thompson Consultants, Inc. — all reported plans
- The Burr Brothers Boats, Inc. 401(K) & Profit Sharing Plan (plan 001)
- Burr Brothers Boats, Inc. — all reported plans
- Tabor Academy Health And Welfare Plan (plan 502)
- Methodology
- Data sources