Plan5500

North Brookfield, 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, North Brookfield, MA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $40,061,845 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in North Brookfield

  • 8 loaded plans hold $40.1M in reported assets across 6 sponsors.
  • The largest, Vibram Corporation 401(K) Plan, holds 72% of reported North Brookfield plan assets.
  • Plans cover 863 participants — about 108 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38.4MSummed across loaded plans$38,402,054
Total reported assets$40.1M$40,061,845
Total reported participants863
Total reported liabilities$1.7M$1,659,791

Reported net position

Reported assets = net assets + liabilities (summed)$40.1M total assets
Net assets$38.4MLiabilities$1.7M
Contributions & income
Employer contributions$625.8K
Participant contributions$1.5M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.5M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation1 / 8 (13%)

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

North Brookfield market comparison

Largest plan share of assets72%Vibram Corporation 401(K) Plan
Participants per plan108Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in North Brookfield

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

  1. 1
    Vibram Corporation 401(K) Plan$28.8M
    Vibram Corporation · 2023
  2. 2
    Sbera 401(K) Plan As Adopted By North Brookfield Savings Bank$4.1M
    North Brookfield Savings Bank · 2023
  3. 3
    Sbera Pension Plan As Adopted By North Brookfield Savings Bank$3.4M
    North Brookfield Savings Bank · 2023
  4. 4
    Sbera Pension Plan As Adopted By North Brookfield Savings Bank$3.4M
    North Brookfield Savings Bank · 2023
  5. 5
    Seventure Inc. Retirement Plan$229K
    Seventure Inc. · 2023
  6. 6
    Gillette Restaurant Equipment, Inc. Employee Stock Ownership Plan$171K
    Gillette Restaurant Equipment, Inc. · 2023
  7. 7
    Vibram Corporation Employee Benefits Plannot reported in the loaded dataset
    Vibram Corporation · 2023
  8. 8
    Green Gold Group Employee Benefit Plannot reported in the loaded dataset
    Green Gold Group · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages