Plan5500

Rowley, 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, Rowley, MA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $33,983,925 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
4
Latest filing year
2023

What stands out in Rowley

  • 6 loaded plans hold $34M in reported assets across 4 sponsors.
  • The largest, Harvey Tool Company, LLC 401(K) Retirement Plan, holds 87% of reported Rowley plan assets.
  • Plans cover 1,938 participants — about 323 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34MSummed across loaded plans$33,983,925
Total reported assets$34M$33,983,925
Total reported participants1.9K1,938
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34M total assets
Net assets$34MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$2.6M
Total income / additions$10.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.6M
Net increase / (decrease)$8.6M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Rowley market comparison

Largest plan share of assets87%Harvey Tool Company, LLC 401(K) Retirement Plan
Participants per plan323Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Rowley

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

  1. 1
    Harvey Tool Company, LLC 401(K) Retirement Plan$29.5M
    Harvey Tool Company, LLC · 2023
  2. 2
    The Essex Group Inc. 401k Profit Sharing Plan & Trust$4.2M
    The Essex Group Inc. · 2023
  3. 3
    Younger Senior Services, Inc. 401(K) Plan$320.3K
    Younger Senior Services, Inc. · 2023
  4. 4
    Ipswich Bay Glass Company, Inc. Health And Welfare Plannot reported in the loaded dataset
    Ipswich Bay Glass Company, Inc. · 2023
  5. 5
    Essex Group Health And Welfare Plannot reported in the loaded dataset
    Essex Group Incorporated · 2023
  6. 6
    Harvey Tool Company LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Harvey Tool Company, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages