Plan5500

Osterville, 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, Osterville, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $15,377,317 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
3
Latest filing year
2023

What stands out in Osterville

  • 4 loaded plans hold $15.4M in reported assets across 3 sponsors.
  • The largest, Cape Cod Academy Dc Retirement Plan, holds 84% of reported Osterville plan assets.
  • Plans cover 461 participants — about 115 per plan.
  • 75% 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$15.4MSummed across loaded plans$15,377,317
Total reported assets$15.4M$15,377,317
Total reported participants461
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities$0
Contributions & income
Employer contributions$505.5K
Participant contributions$1.2M
Total income / additions$5.6M
Expenses & distributions
Benefits paid / distributions$968.4K
Total expenses$991K
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Osterville, 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

Osterville market comparison

Largest plan share of assets84%Cape Cod Academy Dc Retirement Plan
Participants per plan115Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Osterville

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

  1. 1
    Cape Cod Academy Dc Retirement Plan$12.8M
    Cape Cod Academy · 2023
  2. 2
    Ditp Business Ventures, Inc. Retirement Plan$2.5M
    Ditp Business Ventures, Inc. · 2023
  3. 3
    The Switch Enterprises LLC 401k Plan$0
    The Switch Enterprises, LLC · 2023
  4. 4
    The Switch Enterprises, LLC Employee Benefits Plannot reported in the loaded dataset
    The Switch Enterprises, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Osterville, MA?
4 plan(s) reported by 3 sponsor(s) are loaded for Osterville, MA.

Related Form 5500 pages