Plan5500

South Lee, 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 Lee, MA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $25,423,270 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 Lee

  • 2 loaded plans hold $25.4M in reported assets across 1 sponsors.
  • The largest, Onyx Specialty Papers, Inc. 401(K) Plan, holds 100% of reported South Lee plan assets.
  • Plans cover 382 participants — about 191 per plan.
  • 50% 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$25.4MSummed across loaded plans$25,423,270
Total reported assets$25.4M$25,423,270
Total reported participants382
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.4M total assets
Net assets$25.4MLiabilities$0
Contributions & income
Employer contributions$269.1K
Participant contributions$920.4K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Lee, 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 Lee market comparison

Largest plan share of assets100%Onyx Specialty Papers, Inc. 401(K) Plan
Participants per plan191Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Lee

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

  1. 1
    Onyx Specialty Papers, Inc. 401(K) Plan$25.4M
    Onyx Specialty Papers, Inc. · 2023
  2. 2
    Onyx Specialty Papers, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Onyx Specialty Papers, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages