Southwick, 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, Southwick, MA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $348,960,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $348,960,890
- Total reported liabilities (EOY)
- $4,173,701
- Total reported net assets (EOY)
- $344,787,189
Contributions & income
- Employer contributions
- $33,026,600
- Participant contributions
- $1,891,727
- Total income / additions
- $70,917,875
Expenses & distributions
- Benefits paid / distributions
- $32,477,609
- Total expenses
- $34,419,338
- Net increase / (decrease)
- $36,498,537
Coverage
- Total reported participants
- 4,720
- Plans with financial statements
- 7
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southwick, 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 |
|---|---|---|---|
| Iuoe Local 98 Pension Plan | Board Of Trustees Iuoe Local 98 Pension Plan | $203,015,284 | 2023 |
| I.U.O.E. Local 98 Annuity Fund | Board Of Trustees I.U.O.E. Local 98 Annuity Fund | $86,462,456 | 2023 |
| Whalley Computer Associates, Inc. 401(K) Plan | Whalley Computer Associates, Inc. | $26,768,470 | 2023 |
| International Union Of Operating Engineers Local 98 Health And Welfare Fund | Board Of Trustees Iuoe Local 98 Health & Welfare Fund | $20,103,623 | 2023 |
| Profit Sharing Retirement Plan For Employees Of Wgi, Inc. | Employees Of Wgi, Inc. | $8,009,104 | 2023 |
| Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust | Southwick Package, Inc. | $2,572,477 | 2023 |
| Schoolworks 401(K) Plan | Schoolworks LLC | $2,029,476 | 2023 |
| Wca Health Insurance | Whalley Computer Associates, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Southwick → · Southwick plans by participants → · Southwick plans with financial data → · Southwick plans with provider compensation → · $1B+ plans in Southwick →
Related Form 5500 pages
- All MA Form 5500 filings
- Iuoe Local 98 Pension Plan (plan 001)
- Board Of Trustees Iuoe Local 98 Pension Plan — all reported plans
- I.U.O.E. Local 98 Annuity Fund (plan 002)
- Board Of Trustees I.U.O.E. Local 98 Annuity Fund — all reported plans
- Whalley Computer Associates, Inc. 401(K) Plan (plan 001)
- Whalley Computer Associates, Inc. — all reported plans
- International Union Of Operating Engineers Local 98 Health And Welfare Fund (plan 501)
- Board Of Trustees Iuoe Local 98 Health & Welfare Fund — all reported plans
- Profit Sharing Retirement Plan For Employees Of Wgi, Inc. (plan 001)
- Employees Of Wgi, Inc. — all reported plans
- Southwick Package, Inc. Safe Harbor 401(K) Plan & Trust (plan 001)
- Southwick Package, Inc. — all reported plans
- Schoolworks 401(K) Plan (plan 001)
- Schoolworks LLC — all reported plans
- Wca Health Insurance (plan 502)
- Methodology
- Data sources