Plan5500

North Grafton, 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 Grafton, MA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,097,450 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,097,450
Total reported assets$1.1M$1,097,450
Total reported participants3.7K3,734
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Employer contributions$47.9K
Participant contributions$31.5K
Total income / additions$91.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.6K
Net increase / (decrease)$90.2K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Grafton, 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 Grafton market comparison

Largest plan share of assets86%Cmo Group, Inc. 401(K) Plan
Participants per plan934Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Grafton

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

  1. 1
    Cmo Group, Inc. 401(K) Plan$949.2K
    Cmo Group, Inc. · 2023
  2. 2
    Martin Urban, Dds, LLC 401(K) Profit Sharing Plan$148.2K
    Martin Urban, Dds, LLC · 2023
  3. 3
    Wyman-Gordon Company Omnibus Welfare Benefit Plannot reported in the loaded dataset
    Wyman-Gordon Company · 2023
  4. 4
    Washington Mills Group Health Plannot reported in the loaded dataset
    Washington Mills North Grafton, Inc. · 2023

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

Related Form 5500 pages