Plan5500

Wenham, 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, Wenham, MA has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $104,650,596 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Wenham

  • 3 loaded plans hold $104.7M in reported assets across 1 sponsors.
  • The largest, Gordon College Defined Contribution Retirement Plan, holds 98% of reported Wenham plan assets.
  • Plans cover 1,468 participants — about 489 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$104.7MSummed across loaded plans$104,650,596
Total reported assets$104.7M$104,650,596
Total reported participants1.5K1,468
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$104.7M total assets
Net assets$104.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.1M
Total income / additions$14.6M
Expenses & distributions
Benefits paid / distributions$5.9M
Total expenses$5.9M
Net increase / (decrease)$8.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Wenham market comparison

Largest plan share of assets98%Gordon College Defined Contribution Retirement Plan
Participants per plan489Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Wenham

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

  1. 1
    Gordon College Defined Contribution Retirement Plan$103M
    Gordon College · 2023
  2. 2
    Emeriti Retiree Health Plan For Gordon College$1.6M
    Gordon College · 2023
  3. 3
    Gordon College Fringe Benefit Wrap Plannot reported in the loaded dataset
    Gordon College · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages