North Dartmouth, 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 Dartmouth, MA has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $139,836,860 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $139,836,860
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $139,836,860
Contributions & income
- Employer contributions
- $4,138,954
- Participant contributions
- $3,839,048
- Total income / additions
- $30,895,864
Expenses & distributions
- Benefits paid / distributions
- $8,795,217
- Total expenses
- $9,161,194
- Net increase / (decrease)
- $21,734,670
Coverage
- Total reported participants
- 1,066
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Dartmouth, 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 |
|---|---|---|---|
| Hawthorn Medical Associates, LLC Profit Sharing Plan | Hawthorn Medical Associates, LLC | $125,046,353 | 2023 |
| Dartmouth Building Supply, Inc. 401(K) Profit Sharing Plan | Dartmouth Building Supply, Inc. | $9,253,421 | 2023 |
| A.I.S. Profit Sharing Plan | A.I.S., Inc. | $4,617,508 | 2023 |
| James C. Lisak, M.D. Profit Sharing Keogh Plan | James C. Lisak, M.D. | $528,632 | 2023 |
| James C. Lisak, M.D. Money Purchase Keogh Plan | James C. Lisak, M.D. | $390,946 | 2023 |
| A. I. S. , Inc. | A.I.S., Inc | not reported in the loaded dataset | 2023 |
| Hawthorn Medical Associates, LLC Welfare Wrap Plan | Hawthorn Medical Associates, LLC | not reported in the loaded dataset | 2023 |
Largest plans in North Dartmouth → · North Dartmouth plans by participants → · North Dartmouth plans with financial data → · North Dartmouth plans with provider compensation → · $1B+ plans in North Dartmouth →
Related Form 5500 pages
- All MA Form 5500 filings
- Hawthorn Medical Associates, LLC Profit Sharing Plan (plan 002)
- Hawthorn Medical Associates, LLC — all reported plans
- Dartmouth Building Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dartmouth Building Supply, Inc. — all reported plans
- A.I.S. Profit Sharing Plan (plan 001)
- A.I.S., Inc. — all reported plans
- James C. Lisak, M.D. Profit Sharing Keogh Plan (plan 001)
- James C. Lisak, M.D. — all reported plans
- James C. Lisak, M.D. Money Purchase Keogh Plan (plan 002)
- A. I. S. , Inc. (plan 505)
- Hawthorn Medical Associates, LLC Welfare Wrap Plan (plan 505)
- Methodology
- Data sources