Northampton, 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, Northampton, MA has 17 loaded benefit plan(s) reported by 11 plan sponsor(s), with $677,403,575 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $677,403,575
- Total reported liabilities (EOY)
- $410,889
- Total reported net assets (EOY)
- $676,992,686
Contributions & income
- Employer contributions
- $12,902,069
- Participant contributions
- $12,746,270
- Total income / additions
- $120,787,134
Expenses & distributions
- Benefits paid / distributions
- $45,890,378
- Total expenses
- $46,376,388
- Net increase / (decrease)
- $74,410,746
Coverage
- Total reported participants
- 10,392
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Northampton, 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 |
|---|---|---|---|
| Smith College Defined Contribution Retirement Plan | Smith College | $582,656,356 | 2023 |
| Clarke Schools Retirement Plan | Clarke School For The Deaf | $27,074,289 | 2023 |
| Servicenet Employee Retirement Plan | Servicenet, Inc. | $26,835,052 | 2023 |
| Clinical And Support Options, Inc. 403(B) Plan | Clinical & Support Options, Inc. | $12,759,710 | 2023 |
| Originlab Corporation 401(K) Plan | Originlab Corporation | $6,883,539 | 2023 |
| Nonotuck Resource Associates, Inc. 401(K) Profit Sharing Plan | Nonotuck Resource Associates, Inc. | $6,444,640 | 2023 |
| Wright Architectural Millwork Corporation Employee Stock Ownership Plan And Trust | Wright Architectural Millwork Corp. | $5,312,000 | 2023 |
| Cutchins Programs For Children And Families, Inc. Tsa | Cutchins Programs For Children And Families, Inc. | $4,434,598 | 2023 |
| Phillips Enterprises, Inc. 401(K) Retirement Plan | Phillips Enterprises, Inc. | $3,715,508 | 2023 |
| Juster Pope Frazier Profit Sharing Plan | Juster Pope Frazier LLC | $1,287,883 | 2023 |
| River Valley Market Welfare Benefit Plan | River Valley Market, LLC | not reported in the loaded dataset | 2023 |
| Clinical And Support Options Medical And Dental | Clinical And Support Options | not reported in the loaded dataset | 2023 |
| Nonotuck Resource Associates Welfare Benefit Plan | Nonotuck Resource Associates | not reported in the loaded dataset | 2023 |
| Smith College Employee Benefit Plan | The Trustees Of The Smith College | not reported in the loaded dataset | 2023 |
| Flexible Benefits Plan For Servicenet, Inc. | Servicenet, Inc | not reported in the loaded dataset | 2023 |
| Group Life And Accidental Death And Dismemberment Insurance For Employees Of Cutchins Programs For Children And Families, Inc. | Cutchins Programs For Children And Families, Inc. | not reported in the loaded dataset | 2023 |
| Clarke Schools For Hearing And Speech | Clarke School For The Deaf | not reported in the loaded dataset | 2023 |
Largest plans in Northampton → · Northampton plans by participants → · Northampton plans with financial data → · Northampton plans with provider compensation → · $1B+ plans in Northampton →
Related Form 5500 pages
- All MA Form 5500 filings
- Smith College Defined Contribution Retirement Plan (plan 002)
- Smith College — all reported plans
- Clarke Schools Retirement Plan (plan 002)
- Clarke School For The Deaf — all reported plans
- Servicenet Employee Retirement Plan (plan 001)
- Servicenet, Inc. — all reported plans
- Clinical And Support Options, Inc. 403(B) Plan (plan 001)
- Clinical & Support Options, Inc. — all reported plans
- Originlab Corporation 401(K) Plan (plan 001)
- Originlab Corporation — all reported plans
- Nonotuck Resource Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Nonotuck Resource Associates, Inc. — all reported plans
- Wright Architectural Millwork Corporation Employee Stock Ownership Plan And Trust (plan 002)
- Wright Architectural Millwork Corp. — all reported plans
- Cutchins Programs For Children And Families, Inc. Tsa (plan 001)
- Cutchins Programs For Children And Families, Inc. — all reported plans
- Phillips Enterprises, Inc. 401(K) Retirement Plan (plan 002)
- Phillips Enterprises, Inc. — all reported plans
- Juster Pope Frazier Profit Sharing Plan (plan 001)
- Juster Pope Frazier LLC — all reported plans
- River Valley Market Welfare Benefit Plan (plan 503)
- River Valley Market, LLC — all reported plans
- Clinical And Support Options Medical And Dental (plan 502)
- Nonotuck Resource Associates Welfare Benefit Plan (plan 501)
- Smith College Employee Benefit Plan (plan 510)
- Flexible Benefits Plan For Servicenet, Inc. (plan 501)
- Methodology
- Data sources