Sharon, 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, Sharon, MA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $13,921,467 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,921,467
- Total reported liabilities (EOY)
- $7,722
- Total reported net assets (EOY)
- $13,913,745
Contributions & income
- Employer contributions
- $327,677
- Participant contributions
- $1,370,660
- Total income / additions
- $6,003,382
Expenses & distributions
- Benefits paid / distributions
- $1,075,107
- Total expenses
- $1,136,618
- Net increase / (decrease)
- $4,866,764
Coverage
- Total reported participants
- 268
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sharon, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Charles River Apparel 401(K) Plan | Charles River Apparel, Inc. | $9,056,652 | 2023 |
| Qualitas Dental Partners, LLC Retirement Savings Plan | Qualitas Dental Partners, LLC | $3,340,421 | 2023 |
| Ideal Healthcare Solutions, LLC 401(K) Profit Sharing Plan & Trust | Ideal Healthcare Solutions, LLC | $1,210,131 | 2023 |
| Iq Franchising, Inc. Profit Sharing Plan | Iq Franchising, Inc. | $241,951 | 2023 |
| Hyde Investment Group, Inc. 401(K) Plan | Hyde Investment Group, Inc. | $72,312 | 2023 |
Largest plans in Sharon → · Sharon plans by participants → · Sharon plans with financial data → · Sharon plans with provider compensation → · $1B+ plans in Sharon →
Related Form 5500 pages
- All MA Form 5500 filings
- Charles River Apparel 401(K) Plan (plan 001)
- Charles River Apparel, Inc. — all reported plans
- Qualitas Dental Partners, LLC Retirement Savings Plan (plan 001)
- Qualitas Dental Partners, LLC — all reported plans
- Ideal Healthcare Solutions, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Ideal Healthcare Solutions, LLC — all reported plans
- Iq Franchising, Inc. Profit Sharing Plan (plan 001)
- Iq Franchising, Inc. — all reported plans
- Hyde Investment Group, Inc. 401(K) Plan (plan 001)
- Hyde Investment Group, Inc. — all reported plans
- Methodology
- Data sources