Plan5500

Walpole, 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, Walpole, MA has 15 loaded benefit plan(s) reported by 12 plan sponsor(s), with $87,499,079 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
12
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87.5MSummed across loaded plans$87,499,079
Total reported assets$87.5M$87,499,079
Total reported participants3.8K3,815
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$87.5M total assets
Net assets$87.5MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$8M
Total income / additions$24.2M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.8M
Net increase / (decrease)$19.4M

Data coverage

Plans with financial statements11 / 15 (73%)
Plans with provider compensation5 / 15 (33%)

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

Walpole market comparison

Largest plan share of assets27%S.M. Lorusso & Sons, Inc. 401(K) Plan
Participants per plan254Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Walpole

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

  1. 1
    S.M. Lorusso & Sons, Inc. 401(K) Plan$23.5M
    S.M. Lorusso & Sons, Inc. · 2023
  2. 2
    Thrasio 401(K) Plan$21.8M
    Thrasio, LLC · 2023
  3. 3
    Sbera Pension Plan As Adopted By Walpole Co-Operative Bank$11.1M
    Walpole Co-Operative Bank · 2023
  4. 4
    League School Of Greater Boston, Inc. 403(B) Plan$10.9M
    League School Of Greater Boston, Inc · 2023
  5. 5
    Tufts Veterinary Emergency Treatment & Specialties 401(K) Plan$9M
    Tufts Veterinary Emergency Treatment Services · 2023
  6. 6
    Connollys 401(K) Retirement Plan$5M
    Michael J. Connolly & Sons, Inc. · 2023
  7. 7
    Walpole Area Visiting Nurse Association 403(B) Retirement Plan$4.2M
    Walpole Area Visiting Nurse Association, Inc. · 2023
  8. 8
    Rob Barletta'S Hockey School, Inc. 401(K) Plan$1.2M
    Rob Barletta'S Hockey School, Inc. · 2023
  9. 9
    Jrp Management, Inc.$456.2K
    Jrp Management, Inc. · 2023
  10. 10
    Kelly Equipment Inc. Profit Sharing Plan$335.2K
    Kelly Equipment Inc. · 2023
  11. 11
    Giftware Design Partners, Inc. 401(K) Plan$0
    Giftware Design Partners, Inc. · 2023
  12. 12
    Thrasio Us Severance Benefit Plannot reported in the loaded dataset
    Thrasio, LLC · 2023
  13. 13
    League School For Autism, Inc. Welfare Benefit Plannot reported in the loaded dataset
    League School For Autism, Inc. · 2023
  14. 14
    Thrasio, LLC Employee Health And Welfare Benefits Plannot reported in the loaded dataset
    Thrasio, LLC · 2023
  15. 15
    Visiting Nurse Associations Of New Englandnot reported in the loaded dataset
    Visiting Nurse Associations Of New England · 2023

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

Related Form 5500 pages