Plan5500

Sheffield, 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, Sheffield, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $61,191,941 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Sheffield

  • 2 loaded plans hold $61.2M in reported assets across 1 sponsors.
  • The largest, Tiaa-Cref Retirement Plan For All Employees Of Berkshire School, holds 100% of reported Sheffield plan assets.
  • Plans cover 689 participants — about 345 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.2MSummed across loaded plans$61,191,941
Total reported assets$61.2M$61,191,941
Total reported participants689
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$61.2M total assets
Net assets$61.2MLiabilities—
Contributions & income
Employer contributions$953.6K
Participant contributions$1.3M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.6M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Sheffield market comparison

Largest plan share of assets100%Tiaa-Cref Retirement Plan For All Employees Of Berkshire School
Participants per plan345Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Sheffield

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

  1. 1
    Tiaa-Cref Retirement Plan For All Employees Of Berkshire School$61.2M
    Berkshire School, Inc. · 2023
  2. 2
    The Berkshire School, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Berkshire School, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sheffield, MA?
2 plan(s) reported by 1 sponsor(s) are loaded for Sheffield, MA.

Related Form 5500 pages