Plan5500

Stockbridge, 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, Stockbridge, MA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $38,737,201 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Stockbridge

  • 6 loaded plans hold $38.7M in reported assets across 4 sponsors.
  • The largest, Austen Riggs 403(B) Retirement Plan, holds 76% of reported Stockbridge plan assets.
  • Plans cover 1,285 participants — about 214 per plan.
  • 67% 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$38.7MSummed across loaded plans$38,737,201
Total reported assets$38.7M$38,737,201
Total reported participants1.3K1,285
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38.7M total assets
Net assets$38.7MLiabilities$0
Contributions & income
Employer contributions$933.3K
Participant contributions$2.1M
Total income / additions$8.7M
Expenses & distributions
Benefits paid / distributions$5.7M
Total expenses$5.7M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

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

Stockbridge market comparison

Largest plan share of assets76%Austen Riggs 403(B) Retirement Plan
Participants per plan214Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Stockbridge

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

  1. 1
    Austen Riggs 403(B) Retirement Plan$29.4M
    Austen Riggs Center, Inc. · 2023
  2. 2
    Kripalu Center For Yoga And Health 403(B) Plan$5.7M
    Kripalu Center For Yoga And Health · 2023
  3. 3
    Main Street Hospitality Retirement Plan$3.6M
    Fitzpatrick Retail & Realty Company, Inc. · 2023
  4. 4
    Notre Reve Inc. 401(K) Plan$0
    Notre Reve Inc. · 2023
  5. 5
    The Austen Riggs Center, Inc. Ee Benefit Plannot reported in the loaded dataset
    The Austen Riggs Center, Inc. · 2023
  6. 6
    Kripalu Center For Yoga And Health, Health And Welfare Plannot reported in the loaded dataset
    Kripalu Center For Yoga And Health · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Stockbridge, MA?
6 plan(s) reported by 4 sponsor(s) are loaded for Stockbridge, MA.

Related Form 5500 pages