Plan5500

Shirley, 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, Shirley, MA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $70,016,952 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Shirley

  • 4 loaded plans hold $70M in reported assets across 2 sponsors.
  • The largest, Bemis Associates, Inc. Employee Deferred Savings Plan, holds 71% of reported Shirley plan assets.
  • Plans cover 692 participants — about 173 per plan.
  • 75% 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$70MSummed across loaded plans$70,016,504
Total reported assets$70M$70,016,952
Total reported participants692
Total reported liabilities$448

Reported net position

Reported assets = net assets + liabilities (summed)$70M total assets
Net assets$70MLiabilities$448
Contributions & income
Employer contributions$928K
Participant contributions$2M
Total income / additions$12.2M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Shirley market comparison

Largest plan share of assets71%Bemis Associates, Inc. Employee Deferred Savings Plan
Participants per plan173Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Shirley

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

  1. 1
    Bemis Associates, Inc. Employee Deferred Savings Plan$50M
    Bemis Associates, Inc. · 2023
  2. 2
    Bemis Associates Inc. Pension And Severance Award Agreement$17.1M
    Bemis Associates Inc. · 2023
  3. 3
    Burkart Employee Stock Ownership 401(K) Plan$3M
    Burkart-Phelan, Inc. · 2023
  4. 4
    Bemis Associates, Inc.not reported in the loaded dataset
    Bemis Associates, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages