Plan5500

Sherborn, 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, Sherborn, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $169,868 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
2
Latest filing year
2023

What stands out in Sherborn

  • 2 loaded plans hold $169.9K in reported assets across 2 sponsors.
  • The largest, Liberty Fleet Cruises, Inc. 401(K) Plan, holds 100% of reported Sherborn plan assets.
  • Plans cover 5 participants — about 3 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$169.9KSummed across loaded plans$169,868
Total reported assets$169.9K$169,868
Total reported participants5
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$169.9K total assets
Net assets$169.9KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$151.4K
Expenses & distributions
Benefits paid / distributions$215K
Total expenses$215K
Net increase / (decrease)-$366.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Sherborn market comparison

Largest plan share of assets100%Liberty Fleet Cruises, Inc. 401(K) Plan
Participants per plan3Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sherborn

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

  1. 1
    Liberty Fleet Cruises, Inc. 401(K) Plan$169.9K
    Liberty Fleet Cruises, Inc. · 2023
  2. 2
    Weare Cnc, Inc. Profit Sharing Plan & Trust$0
    Weare Cnc, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages