How many Form 5500 benefit plans are loaded for So. Lancaster, MA?

1 plan(s) reported by 1 sponsor(s) are loaded for So. Lancaster, MA.

So. Lancaster, 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, So. Lancaster, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,373,287 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in So. Lancaster

1 loaded plans hold $4.4M in reported assets across 1 sponsors.
The largest, James Monroe Corp. Esop, holds 100% of reported So. Lancaster plan assets.
Plans cover 135 participants — about 135 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$4.4MSummed across loaded plans$4,373,287

Total reported assets$4.4M$4,373,287

Total reported participants135

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets

Net assets$4.4MLiabilities$0

Contributions & income

Employer contributions$401.3K

Participant contributionsNot reported

Total income / additions$394.1K

Expenses & distributions

Benefits paid / distributions$408.1K

Total expenses$408.1K

Net increase / (decrease)-$14.1K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for So. Lancaster, 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

So. Lancaster market comparison

Largest plan share of assets100%James Monroe Corp. Esop

Participants per plan135Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in So. Lancaster

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

1
James Monroe Corp. Esop$4.4M
The James Monroe Wire & Cable Corp. · 2023

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

What to inspect next

Frequently asked questions

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