Southbridge, 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, Southbridge, MA has 16 loaded benefit plan(s) reported by 7 plan sponsor(s), with $117,751,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $117,751,540
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $117,751,540
Contributions & income
- Employer contributions
- $3,415,756
- Participant contributions
- $3,006,396
- Total income / additions
- $26,366,996
Expenses & distributions
- Benefits paid / distributions
- $15,459,739
- Total expenses
- $15,631,258
- Net increase / (decrease)
- $10,735,738
Coverage
- Total reported participants
- 1,842
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southbridge, 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 |
|---|---|---|---|
| Affinity Group, Inc. Retirement Plan | Affinity Group, Inc. | $43,416,103 | 2023 |
| Cornerstone Bank 401(K) Plan | Cornerstone Bank | $29,481,507 | 2023 |
| The Hyde Group Employee Profit Sharing And 401(K) Plan | Hyde Group, Inc. | $22,611,924 | 2023 |
| Sbera Pension Plan As Adopted By Spencer Savings Bank | Cornerstone Bank | $15,399,799 | 2023 |
| A & M Tool & Die Co Inc Employees Savings Plan | A & M Tool & Die Co., Inc. | $4,216,477 | 2023 |
| Stonebridge Press, Inc. 401(K) Profit Sharing Plan And Trust | Stonebridge Press, Inc. | $1,583,464 | 2023 |
| K&K Thermoforming LLC Profit Sharing/401k Plan | K&K Thermoforming, LLC | $1,042,266 | 2023 |
| Sbera Pension Plan As Adopted By Southbridge Savings Bank | Cornerstone Bank | $0 | 2023 |
| Center Of Hope Foundation, Inc. Health And Welfare Benefits Plan | Center Of Hope Foundation, Inc. | not reported in the loaded dataset | 2023 |
| Group Life Plan | Hyde Group Inc | not reported in the loaded dataset | 2023 |
| Affinity Group, Inc. Consolidated Welfare Benefit Plan | Affinity Group, Inc. | not reported in the loaded dataset | 2023 |
| Cornerstone Bank Health Welfare Plan | Cornerstone Bank | not reported in the loaded dataset | 2023 |
| Hyde Group Inc Ltd Plan | Hyde Group Inc | not reported in the loaded dataset | 2023 |
| Hyde Group Employer Sponsored Fringe Benefit Plan | Hyde Group Inc | not reported in the loaded dataset | 2023 |
| Hyde Group Inc Employee Health Plan | Hyde Group Inc | not reported in the loaded dataset | 2023 |
| Hyde Group Inc Employee Dental Plan | Hyde Group Inc Employee Denatl Plan | not reported in the loaded dataset | 2023 |
Largest plans in Southbridge → · Southbridge plans by participants → · Southbridge plans with financial data → · Southbridge plans with provider compensation → · $1B+ plans in Southbridge →
Related Form 5500 pages
- All MA Form 5500 filings
- Affinity Group, Inc. Retirement Plan (plan 001)
- Affinity Group, Inc. — all reported plans
- Cornerstone Bank 401(K) Plan (plan 004)
- Cornerstone Bank — all reported plans
- The Hyde Group Employee Profit Sharing And 401(K) Plan (plan 001)
- Hyde Group, Inc. — all reported plans
- Sbera Pension Plan As Adopted By Spencer Savings Bank (plan 001)
- A & M Tool & Die Co Inc Employees Savings Plan (plan 002)
- A & M Tool & Die Co., Inc. — all reported plans
- Stonebridge Press, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Stonebridge Press, Inc. — all reported plans
- K&K Thermoforming LLC Profit Sharing/401k Plan (plan 001)
- K&K Thermoforming, LLC — all reported plans
- Sbera Pension Plan As Adopted By Southbridge Savings Bank (plan 003)
- Center Of Hope Foundation, Inc. Health And Welfare Benefits Plan (plan 502)
- Center Of Hope Foundation, Inc. — all reported plans
- Group Life Plan (plan 501)
- Affinity Group, Inc. Consolidated Welfare Benefit Plan (plan 501)
- Cornerstone Bank Health Welfare Plan (plan 501)
- Hyde Group Inc Ltd Plan (plan 504)
- Hyde Group Employer Sponsored Fringe Benefit Plan (plan 505)
- Hyde Group Inc Employee Health Plan (plan 502)
- Methodology
- Data sources