Plan5500

Upper Marlboro, 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, Upper Marlboro, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $21,057,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Upper Marlboro

  • 1 loaded plans hold $21.1M in reported assets across 1 sponsors.
  • The largest, The Severn Group Employee Stock Ownership Plan, holds 100% of reported Upper Marlboro plan assets.
  • Plans cover 46 participants — about 46 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$4.1MSummed across loaded plans-$4,050,162
Total reported assets$21.1M$21,057,300
Total reported participants46
Total reported liabilities$25.1M$25,107,462

Reported net position

Reported assets = net assets + liabilities (summed)$21.1M total assets
Net assets-$4.1MLiabilities$25.1M
Contributions & income
Employer contributions$1.4M
Participant contributionsNot reported
Total income / additions-$3.7M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$333.5K
Net increase / (decrease)-$4.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Upper Marlboro market comparison

Largest plan share of assets100%The Severn Group Employee Stock Ownership Plan
Participants per plan46Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Upper Marlboro

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

  1. 1
    The Severn Group Employee Stock Ownership Plan$21.1M
    The Severn Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Upper Marlboro, MA?
1 plan(s) reported by 1 sponsor(s) are loaded for Upper Marlboro, MA.

Related Form 5500 pages