Norton, 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, Norton, MA has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $334,616,017 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Latest filing year
- 2023
What stands out in Norton
- 14 loaded plans hold $334.6M in reported assets across 9 sponsors.
- The largest, Wheaton College Retirement Plan, holds 60% of reported Norton plan assets.
- Plans cover 4,693 participants — about 335 per plan.
- 71% of loaded plans report full Schedule H/I financial statements.
- 43% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norton, 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.
Norton market comparison
Largest loaded plans in Norton
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5Convertible Castle, Inc. Dba Bernie & Phyl'S Furni · 2023
- 6
- 7Cps Technologies Corporation · 2023
- 8
- 9Scharman South Shore Mosquito Swatter, Inc. · 2023
- 10
- 11Bernie And Phyl'S Furniture Health And Welfare Plannot reported in the loaded datasetConvertible Castle, Inc. Dba Bernie And Phyl'S · 2023
- 12International Ice Cream Corp. Medical & Dental Plannot reported in the loaded datasetNew England Ice Cream Corp. · 2023
- 13Wheaton College Consolidated Health And Welfare Plannot reported in the loaded datasetWheaton College · 2023
- 14Horizon Beverage Company, Inc. Health And Welfare Benefitsnot reported in the loaded datasetHorizon Beverage Company · 2023
Largest plans in Norton → · Norton plans by participants → · Norton plans with financial data → · Norton plans with provider compensation → · $1B+ plans in Norton →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Norton, MA?
- 14 plan(s) reported by 9 sponsor(s) are loaded for Norton, MA.
Related Form 5500 pages
- All MA Form 5500 filings
- Wheaton College Retirement Plan (plan 001)
- Wheaton College — all reported plans
- Hbc Employees Trust (plan 001)
- Horizon Beverage Company — all reported plans
- Yale Appliance 401(K) Profit Sharing Plan And Trust (plan 001)
- Yale Appliance — all reported plans
- Horizon Beverage Co., Inc. 401k Retirement Plan (plan 002)
- Bernie & Phyl'S Furniture Retirement Plan (plan 001)
- Convertible Castle, Inc. Dba Bernie & Phyl'S Furni — all reported plans
- International Ice Cream Corporation 401(K) Plan (plan 001)
- International Ice Cream Corporation — all reported plans
- Cps Technologies Corporation 401k Profit Sharing Plan & Trust (plan 002)
- Cps Technologies Corporation — all reported plans
- Cemservices, Inc. 401(K) Plan (plan 001)
- Cemservices, Inc. — all reported plans
- Scharman South Shore Mosquito Swatter, Inc. 401(K) Profit Sharing Plan (plan 001)
- Scharman South Shore Mosquito Swatter, Inc. — all reported plans
- Outlaw Audio, LLC 401(K) Profit Sharing Plan (plan 001)
- Outlaw Audio, LLC — all reported plans
- Bernie And Phyl'S Furniture Health And Welfare Plan (plan 501)
- International Ice Cream Corp. Medical & Dental Plan (plan 502)
- Wheaton College Consolidated Health And Welfare Plan (plan 501)
- Horizon Beverage Company, Inc. Health And Welfare Benefits (plan 501)
- Methodology
- Data sources