Upton, 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, Upton, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $544,404 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2
- Plan sponsors
- 2
- Latest filing year
- 2023
What stands out in Upton
- 2 loaded plans hold $544.4K in reported assets across 2 sponsors.
- The largest, Ibew Uwua George P Fogarty Memorial Scholarship Fund, holds 81% of reported Upton plan assets.
- Plans cover 1,836 participants — about 918 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upton, 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.
Upton market comparison
Largest loaded plans in Upton
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
Largest plans in Upton → · Upton plans by participants → · Upton plans with financial data → · Upton plans with provider compensation → · $1B+ plans in Upton →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Upton, MA?
- 2 plan(s) reported by 2 sponsor(s) are loaded for Upton, MA.