Plan5500

Uxbridge, 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, Uxbridge, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $41,355,934 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Uxbridge

  • 4 loaded plans hold $41.4M in reported assets across 3 sponsors.
  • The largest, Lenze Americas Corporation 401(K) Profit Sharing Plan, holds 72% of reported Uxbridge plan assets.
  • Plans cover 893 participants — about 223 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.6MSummed across loaded plans$40,601,305
Total reported assets$41.4M$41,355,934
Total reported participants893
Total reported liabilities$754.6K$754,629

Reported net position

Reported assets = net assets + liabilities (summed)$41.4M total assets
Net assets$40.6MLiabilities$754.6K
Contributions & income
Employer contributions$1.4M
Participant contributions$2M
Total income / additions$9.7M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Uxbridge market comparison

Largest plan share of assets72%Lenze Americas Corporation 401(K) Profit Sharing Plan
Participants per plan223Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Uxbridge

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

  1. 1
    Lenze Americas Corporation 401(K) Profit Sharing Plan$29.8M
    Lenze Americas Corporation · 2023
  2. 2
    The Contractors Retirement Plan$6.1M
    Energy Electric Co., Inc. · 2023
  3. 3
    Lampin Corporation Employee Stock Ownership Plan$5.4M
    Lampin Corporation · 2023
  4. 4
    Lenze Americas Welfare Benefit Plannot reported in the loaded dataset
    Lenze Americas · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages