Plan5500

Vineyard Haven, 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, Vineyard Haven, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,688,649 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 Vineyard Haven

  • 1 loaded plans hold $1.7M in reported assets across 1 sponsors.
  • The largest, Martha'S Vineyard Shipyard, Inc. 401(K) Plan, holds 100% of reported Vineyard Haven plan assets.
  • Plans cover 28 participants — about 28 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$1.7MSummed across loaded plans$1,688,649
Total reported assets$1.7M$1,688,649
Total reported participants28
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$6.2K
Participant contributions$165.7K
Total income / additions$414.8K
Expenses & distributions
Benefits paid / distributions$130.7K
Total expenses$131.8K
Net increase / (decrease)$283K

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 Vineyard Haven, 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

Vineyard Haven market comparison

Largest plan share of assets100%Martha'S Vineyard Shipyard, Inc. 401(K) Plan
Participants per plan28Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Vineyard Haven

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

  1. 1
    Martha'S Vineyard Shipyard, Inc. 401(K) Plan$1.7M
    Martha'S Vineyard Shipyard, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages