South Hadley, 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, South Hadley, MA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $431,497,461 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $431,497,461
- Total reported liabilities (EOY)
- $8,600
- Total reported net assets (EOY)
- $431,488,861
Contributions & income
- Employer contributions
- $7,574,713
- Participant contributions
- $6,298,899
- Total income / additions
- $70,684,739
Expenses & distributions
- Benefits paid / distributions
- $39,525,343
- Total expenses
- $40,125,982
- Net increase / (decrease)
- $30,558,757
Coverage
- Total reported participants
- 6,174
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Hadley, 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 |
|---|---|---|---|
| Mount Holyoke College Defined Contribution Retirement Plan | Trustees Of Mount Holyoke College | $393,461,547 | 2023 |
| Hazen Paper Company Salary Investment 401(K) Plan | Hazen Paper Company | $15,197,541 | 2023 |
| Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College | Mount Holyoke College | $14,551,499 | 2023 |
| The Loomis Communities 403(B) Retirement Plan | Loomis House, Inc. | $6,253,042 | 2023 |
| Five Star Transportation, Inc. 401(K) Plan | Five Star Transportation, Inc. | $1,634,313 | 2023 |
| Gomez Management Company 401(K) Plan | Gomez Management Company | $399,519 | 2023 |
| Mount Holyoke College Group Dental, Health, Life & Ltd | Trustees Of Mount Holyoke College | not reported in the loaded dataset | 2023 |
| Mount Holyoke College Flexible Spending Plan | Trustees Of Mount Holyoke College | not reported in the loaded dataset | 2023 |
| Loomis Communities, Inc. Employee Benefit Plan | Loomis Communities, Inc. | not reported in the loaded dataset | 2023 |
| Five Star Transportation, Inc. Employee Benefit Plan | Five Star Transportation, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in South Hadley → · South Hadley plans by participants → · South Hadley plans with financial data → · South Hadley plans with provider compensation → · $1B+ plans in South Hadley →
Related Form 5500 pages
- All MA Form 5500 filings
- Mount Holyoke College Defined Contribution Retirement Plan (plan 002)
- Trustees Of Mount Holyoke College — all reported plans
- Hazen Paper Company Salary Investment 401(K) Plan (plan 002)
- Hazen Paper Company — all reported plans
- Cash Balance Pension Plan For Staff Employees Of Mount Holyoke College (plan 001)
- The Loomis Communities 403(B) Retirement Plan (plan 002)
- Loomis House, Inc. — all reported plans
- Five Star Transportation, Inc. 401(K) Plan (plan 001)
- Five Star Transportation, Inc. — all reported plans
- Gomez Management Company 401(K) Plan (plan 001)
- Gomez Management Company — all reported plans
- Mount Holyoke College Group Dental, Health, Life & Ltd (plan 503)
- Mount Holyoke College Flexible Spending Plan (plan 502)
- Loomis Communities, Inc. Employee Benefit Plan (plan 501)
- Loomis Communities, Inc. — all reported plans
- Five Star Transportation, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources