Plan5500

Spencer, 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, Spencer, MA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $190,008,593 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Spencer

  • 5 loaded plans hold $190M in reported assets across 3 sponsors.
  • The largest, Flexcon Holdings Trust Retirement Plan, holds 93% of reported Spencer plan assets.
  • Plans cover 2,580 participants — about 516 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$190MSummed across loaded plans$190,008,593
Total reported assets$190M$190,008,593
Total reported participants2.6K2,580
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$190M total assets
Net assets$190MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$6.9M
Total income / additions$39M
Expenses & distributions
Benefits paid / distributions$25.3M
Total expenses$25.5M
Net increase / (decrease)$13.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Spencer market comparison

Largest plan share of assets93%Flexcon Holdings Trust Retirement Plan
Participants per plan516Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Spencer

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

  1. 1
    Flexcon Holdings Trust Retirement Plan$176.8M
    Flexcon Company, Inc · 2023
  2. 2
    Mercury Wire Products, Inc. 401(K)/Profit Sharing Plan$9.1M
    Mercury Wire Products, Inc. · 2023
  3. 3
    Dienes Corporation 401(K) Plan$4.2M
    Dienes Corporation · 2023
  4. 4
    Flexcon Health And Welfare Plannot reported in the loaded dataset
    Flexcon Company, Inc · 2023
  5. 5
    Mercury Wire Products, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Mercury Wire Products, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spencer, MA?
5 plan(s) reported by 3 sponsor(s) are loaded for Spencer, MA.

Related Form 5500 pages