Plan5500

Ware, 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, Ware, MA has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $116,066,957 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
3
Latest filing year
2023

What stands out in Ware

  • 7 loaded plans hold $116.1M in reported assets across 3 sponsors.
  • The largest, Sbera 401(K) Plan As Adopted By Country Bank For Savings, holds 36% of reported Ware plan assets.
  • Plans cover 1,721 participants — about 246 per plan.
  • 71% 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$116.1MSummed across loaded plans$116,066,957
Total reported assets$116.1M$116,066,957
Total reported participants1.7K1,721
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$116.1M total assets
Net assets$116.1MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$2.6M
Total income / additions$25.6M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)$20.3M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation0 / 7 ()

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

Ware market comparison

Largest plan share of assets36%Sbera 401(K) Plan As Adopted By Country Bank For Savings
Participants per plan246Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Ware

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

  1. 1
    Sbera 401(K) Plan As Adopted By Country Bank For Savings$41.2M
    Country Bank For Savings · 2023
  2. 2
    Kanzaki 401(K) Plan$27.5M
    Kanzaki Specialty Papers · 2023
  3. 3
    Sbera Pension Plan As Adopted By Country Bank For Savings$26.5M
    Country Bank For Savings · 2023
  4. 4
    Kanzaki Specialty Papers Pension Plan$12.2M
    Kanzaki Specialty Papers, Inc. · 2023
  5. 5
    Berkshire Blanket, Inc. 401(K) Profit Sharing Plan$8.7M
    Berkshire Blanket, Inc. · 2023
  6. 6
    Country Bank Health & Welfare Plannot reported in the loaded dataset
    Country Bank For Savings · 2023
  7. 7
    Kanzaki Welfare Benefit Plannot reported in the loaded dataset
    Kanzaki Specialty Papers, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages