Plan5500

West Brookfield, 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, West Brookfield, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $12,109,058 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in West Brookfield

  • 2 loaded plans hold $12.1M in reported assets across 2 sponsors.
  • The largest, Quirk Wire Co., Inc. Employee Stock Ownership Plan, holds 93% of reported West Brookfield plan assets.
  • Plans cover 68 participants — about 34 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$12.1MSummed across loaded plans$12,109,058
Total reported assets$12.1M$12,109,058
Total reported participants68
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$525.6K
Participant contributions$0
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

West Brookfield market comparison

Largest plan share of assets93%Quirk Wire Co., Inc. Employee Stock Ownership Plan
Participants per plan34Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Brookfield

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

  1. 1
    Quirk Wire Co., Inc. Employee Stock Ownership Plan$11.3M
    Quirk Wire Company, Inc. · 2023
  2. 2
    Exxum Inc 401(K) Profit Sharing Plan & Trust$807K
    Exxum Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Brookfield, MA?
2 plan(s) reported by 2 sponsor(s) are loaded for West Brookfield, MA.

Related Form 5500 pages