Plan5500

Palmer, 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, Palmer, MA has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $50,470,693 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Palmer

  • 6 loaded plans hold $50.5M in reported assets across 5 sponsors.
  • The largest, Northern Tree Holdco, Inc. Employee Stock Ownership Plan, holds 56% of reported Palmer plan assets.
  • Plans cover 542 participants — about 90 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$83.7MSummed across loaded plans-$83,746,232
Total reported assets$50.5M$50,470,693
Total reported participants542
Total reported liabilities$134.2M$134,216,925

Reported net position

Reported assets = net assets + liabilities (summed)$50.5M total assets
Net assets-$83.7MLiabilities$134.2M
Contributions & income
Employer contributions$3.8M
Participant contributions$523.6K
Total income / additions$16.5M
Expenses & distributions
Benefits paid / distributions$358.9K
Total expenses$2.4M
Net increase / (decrease)$14.2M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Palmer market comparison

Largest plan share of assets56%Northern Tree Holdco, Inc. Employee Stock Ownership Plan
Participants per plan90Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Palmer

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

  1. 1
    Northern Tree Holdco, Inc. Employee Stock Ownership Plan$28.2M
    Northern Tree Holdco, Inc. · 2023
  2. 2
    Northern Tree Service, LLC 401(K) Retirement Plan$12.8M
    Northern Tree Service, LLC · 2023
  3. 3
    Northern Construction Holding, Inc. Employee Stock Ownership Plan$9.3M
    Northern Construction Holding, Inc. Esop · 2023
  4. 4
    Dj & J Compaction, Inc. 401(K) Plan$213.6K
    Dj & J Compaction, Inc. · 2023
  5. 5
    Tau Ceti Enterprise Group, Inc. 401k Profit Sharing Plan$15.8K
    Tau Ceti Enterprise Group, Inc. · 2023
  6. 6
    Northern Tree Service, LLC Group Health Plannot reported in the loaded dataset
    Northern Tree Service, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Palmer, MA?
6 plan(s) reported by 5 sponsor(s) are loaded for Palmer, MA.

Related Form 5500 pages