Plan5500

South 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, South Lancaster, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,009,035 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 South Lancaster

  • 2 loaded plans hold $11M in reported assets across 1 sponsors.
  • The largest, The James Monroe Wire & Cable Corp. Employees' Profit Sharing Plan, holds 100% of reported South Lancaster plan assets.
  • Plans cover 252 participants — about 126 per plan.
  • 50% 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$11MSummed across loaded plans$11,009,035
Total reported assets$11M$11,009,035
Total reported participants252
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$134.7K
Participant contributions$627.5K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$144.3K
Total expenses$155.8K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

South Lancaster market comparison

Largest plan share of assets100%The James Monroe Wire & Cable Corp. Employees' Profit Sharing Plan
Participants per plan126Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Lancaster

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

  1. 1
    The James Monroe Wire & Cable Corp. Employees' Profit Sharing Plan$11M
    The James Monroe Wire & Cable Corp. · 2023
  2. 2
    James Monroe Wire & Cable Corporation Welfare Benefits Plannot reported in the loaded dataset
    James Monroe Wire & Cable Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages