Plan5500

Paxton, 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, Paxton, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $21,782,069 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Paxton

  • 3 loaded plans hold $21.8M in reported assets across 2 sponsors.
  • The largest, Anna Maria College Dc Retirement Plan, holds 97% of reported Paxton plan assets.
  • Plans cover 547 participants — about 182 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.8MSummed across loaded plans$21,782,069
Total reported assets$21.8M$21,782,069
Total reported participants547
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$21.8M total assets
Net assets$21.8MLiabilities—
Contributions & income
Employer contributions$316.6K
Participant contributions$614.6K
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Paxton market comparison

Largest plan share of assets97%Anna Maria College Dc Retirement Plan
Participants per plan182Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Paxton

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

  1. 1
    Anna Maria College Dc Retirement Plan$21.2M
    The Sisters Of Saint Ann, Inc. Dba Anna Maria College · 2023
  2. 2
    Cournoyer Vegetable Farm LLC Vip Profit Sharing Plan$546.5K
    Cournoyer Vegetable Farm LLC Vip Profit Sharing Plan · 2023
  3. 3
    Sisters Of St. Anne, Inc. D/B/A Anna Maria Collegenot reported in the loaded dataset
    Sisters Of St. Anne, Inc. Anna Maria College · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Paxton, MA?
3 plan(s) reported by 2 sponsor(s) are loaded for Paxton, MA.

Related Form 5500 pages