Plan5500

Monson, 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, Monson, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,748,817 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Monson

  • 2 loaded plans hold $8.7M in reported assets across 2 sponsors.
  • The largest, Sbera 401(K) Plan As Adopted By Monson Savings Bank, holds 96% of reported Monson plan assets.
  • Plans cover 134 participants — about 67 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$8.7MSummed across loaded plans$8,748,817
Total reported assets$8.7M$8,748,817
Total reported participants134
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$346.8K
Participant contributions$445.2K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$439.4K
Total expenses$440K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Monson market comparison

Largest plan share of assets96%Sbera 401(K) Plan As Adopted By Monson Savings Bank
Participants per plan67Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Monson

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

  1. 1
    Sbera 401(K) Plan As Adopted By Monson Savings Bank$8.4M
    Monson Savings Bank · 2023
  2. 2
    Love B.O.T.S. Inc. Retirement Plan$361.2K
    Love B.O.T.S. Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages