West Yarmouth, 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 Yarmouth, MA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $13,739,904 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
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,739,904
- Total reported liabilities (EOY)
- $3,867,958
- Total reported net assets (EOY)
- -$2,015,405
Contributions & income
- Employer contributions
- $292,306
- Total income / additions
- $328,591
Expenses & distributions
- Benefits paid / distributions
- $15,163
- Total expenses
- $86,033
- Net increase / (decrease)
- $242,558
Coverage
- Total reported participants
- 233
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Yarmouth, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Spinal Group, Inc. 401(K) Plan | Spinal Group, Inc. | $11,887,351 | 2023 |
| Baxter Employee Stock Ownership Plan | Baxter, Inc. | $1,852,553 | 2023 |
| Spinal Group, Inc. Employee Benefit Plan | Spinal Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Yarmouth → · West Yarmouth plans by participants → · West Yarmouth plans with financial data → · West Yarmouth plans with provider compensation → · $1B+ plans in West Yarmouth →