Plan5500

Wareham, 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, Wareham, MA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $37,441,530 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Wareham

  • 9 loaded plans hold $37.4M in reported assets across 7 sponsors.
  • The largest, Cape Cod Express 401(K) Plan, holds 38% of reported Wareham plan assets.
  • Plans cover 782 participants — about 87 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.4MSummed across loaded plans$37,441,530
Total reported assets$37.4M$37,441,530
Total reported participants782
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.4M total assets
Net assets$37.4MLiabilities$0
Contributions & income
Employer contributions$660.3K
Participant contributions$1.6M
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.2M
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation2 / 9 (22%)

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

Wareham market comparison

Largest plan share of assets38%Cape Cod Express 401(K) Plan
Participants per plan87Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Wareham

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

  1. 1
    Cape Cod Express 401(K) Plan$14.3M
    Cape Cod Express, LLC · 2023
  2. 2
    A.D. Makepeace Company 401(K) Plan$13.6M
    A.D. Makepeace Company · 2023
  3. 3
    Griffith & Vary, Inc. 401(K) Profit Sharing Plan$5.1M
    Griffith & Vary, Inc. · 2023
  4. 4
    Wareham Ford, Inc. Profit Sharing 401(K) Plan$3.6M
    Wareham Ford, Inc. · 2023
  5. 5
    Play At Your Own Risk Entertainment Corp. Retirement Plan$859.2K
    Play At Your Own Risk Entertainment Corp. · 2023
  6. 6
    Simar House Inc. 401(K) Plan$14.3K
    Simar House Inc. · 2023
  7. 7
    Cape Cod Express, LLCnot reported in the loaded dataset
    Cape Cod Express, LLC · 2023
  8. 8
    Cape Cod Express, LLCnot reported in the loaded dataset
    Cape Cod Express, LLC · 2023
  9. 9
    A.D. Makepeace Welfare Benefit Plannot reported in the loaded dataset
    A.D. Makepeace Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages