Plan5500

Mount Hermon, 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, Mount Hermon, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $83,826,333 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
1
Latest filing year
2023

What stands out in Mount Hermon

  • 2 loaded plans hold $83.8M in reported assets across 1 sponsors.
  • The largest, Northfield Mount Hermon Retirement Savings And Investment Plan, holds 100% of reported Mount Hermon plan assets.
  • Plans cover 1,272 participants — about 636 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.8MSummed across loaded plans$83,826,333
Total reported assets$83.8M$83,826,333
Total reported participants1.3K1,272
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.8M total assets
Net assets$83.8MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.4M
Total income / additions$18.2M
Expenses & distributions
Benefits paid / distributions$5.9M
Total expenses$6M
Net increase / (decrease)$12.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Mount Hermon market comparison

Largest plan share of assets100%Northfield Mount Hermon Retirement Savings And Investment Plan
Participants per plan636Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mount Hermon

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

  1. 1
    Northfield Mount Hermon Retirement Savings And Investment Plan$83.8M
    Northfield Mount Hermon School · 2023
  2. 2
    Northfield Mount Hermon Health And Welfare Benefit Plannot reported in the loaded dataset
    Northfield Mount Hermon · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Hermon, MA?
2 plan(s) reported by 1 sponsor(s) are loaded for Mount Hermon, MA.

Related Form 5500 pages