Swansea, 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, Swansea, MA has 7 loaded benefit plan(s) reported by 2 plan sponsor(s), with $177,426,592 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $177,426,592
- Total reported liabilities (EOY)
- $22,060
- Total reported net assets (EOY)
- $177,404,532
Contributions & income
- Employer contributions
- $1,530,399
- Participant contributions
- $4,284,833
- Total income / additions
- $39,525,409
Expenses & distributions
- Benefits paid / distributions
- $10,470,619
- Total expenses
- $10,682,206
- Net increase / (decrease)
- $28,843,203
Coverage
- Total reported participants
- 3,303
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Swansea, 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 |
|---|---|---|---|
| Baycoast Bank Pension Plan | Baycoast Bank | $91,942,650 | 2023 |
| Bay Coast Bank 401(K) Plan | Bay Coast Bank | $67,124,113 | 2023 |
| Cardi'S Department Store, Inc. 401(K) Retirement Plan | Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture | $18,359,829 | 2023 |
| Cardis Furniture Employee Benefit Plan | Cardis Furniture | not reported in the loaded dataset | 2023 |
| Long Term Care | Baycoast Bank | not reported in the loaded dataset | 2023 |
| Health Plan | Baycoast Bank | not reported in the loaded dataset | 2023 |
| Ad&D, Dental(Insured), Vision(Insured),Life,Ltd | Baycoast Bank | not reported in the loaded dataset | 2023 |
Largest plans in Swansea → · Swansea plans by participants → · Swansea plans with financial data → · Swansea plans with provider compensation → · $1B+ plans in Swansea →
Related Form 5500 pages
- All MA Form 5500 filings
- Baycoast Bank Pension Plan (plan 001)
- Baycoast Bank — all reported plans
- Bay Coast Bank 401(K) Plan (plan 002)
- Cardi'S Department Store, Inc. 401(K) Retirement Plan (plan 001)
- Cardi'S Department Store, Inc. D/B/A Cardi'S Furniture — all reported plans
- Cardis Furniture Employee Benefit Plan (plan 502)
- Long Term Care (plan 503)
- Health Plan (plan 501)
- Ad&D, Dental(Insured), Vision(Insured),Life,Ltd (plan 505)
- Methodology
- Data sources