Plan5500

Sandwich, 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, Sandwich, MA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,869,819 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Sandwich

  • 5 loaded plans hold $19.9M in reported assets across 5 sponsors.
  • The largest, Horsley Witten Group, Inc. 401(K) Profit Sharing Plan, holds 80% of reported Sandwich plan assets.
  • Plans cover 142 participants — about 28 per plan.
  • 100% 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$19.9MSummed across loaded plans$19,869,819
Total reported assets$19.9M$19,869,819
Total reported participants142
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.9M total assets
Net assets$19.9MLiabilities$0
Contributions & income
Employer contributions$281.8K
Participant contributions$777.7K
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Sandwich market comparison

Largest plan share of assets80%Horsley Witten Group, Inc. 401(K) Profit Sharing Plan
Participants per plan28Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Sandwich

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

  1. 1
    Horsley Witten Group, Inc. 401(K) Profit Sharing Plan$15.9M
    Horsley Witten Group, Inc. · 2023
  2. 2
    Cape Cod Eye Surgery & Laser Center, LLC 401(K) Plan$2.3M
    Cape Cod Eye Surgery & Laser Center, LLC · 2023
  3. 3
    Meetinghouse Road, Inc. 401(K) Profit Sharing Plan$1.6M
    Meetinghouse Road, Inc. · 2023
  4. 4
    Dmz Fit, Inc. 401(K) Profit Sharing Plan$155.5K
    Dmz Fit, Inc. · 2023
  5. 5
    Sousa Home Services, Inc. 401(K) Profit Sharing Plan$4.2K
    Sousa Home Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages