Plan5500

North Chatham, 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 Chatham, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,651,677 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 North Chatham

  • 2 loaded plans hold $9.7M in reported assets across 1 sponsors.
  • The largest, Broad Reach Of Chatham, Inc. 401(K) Plan, holds 100% of reported North Chatham plan assets.
  • Plans cover 413 participants — about 207 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$9.7MSummed across loaded plans$9,651,677
Total reported assets$9.7M$9,651,677
Total reported participants413
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities$0
Contributions & income
Employer contributions$79.6K
Participant contributions$749.7K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$463.1K
Total expenses$520.9K
Net increase / (decrease)$1.8M

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 North Chatham, 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 Chatham market comparison

Largest plan share of assets100%Broad Reach Of Chatham, Inc. 401(K) Plan
Participants per plan207Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in North Chatham

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

  1. 1
    Broad Reach Of Chatham, Inc. 401(K) Plan$9.7M
    Broad Reach Of Chatham, Inc. · 2023
  2. 2
    Broadreach Of Chatham, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Broadreach Of Chatham, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages