Whitinsville, 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, Whitinsville, MA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $80,601,299 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,601,299
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $80,629,191
Contributions & income
- Employer contributions
- $1,729,023
- Participant contributions
- $4,721,490
- Total income / additions
- $19,290,580
Expenses & distributions
- Benefits paid / distributions
- $5,804,608
- Total expenses
- $5,923,478
- Net increase / (decrease)
- $13,367,102
Coverage
- Total reported participants
- 1,583
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitinsville, 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 |
|---|---|---|---|
| Unibank Retirement Plan | Unibank For Savings | $36,597,955 | 2023 |
| Koopman Lumber, Inc. 401(K) Profit Sharing Plan | Koopman Lumber Company, Inc. | $24,211,591 | 2023 |
| Access Tca, Inc. 401(K) Profit Sharing Plan | Access Tca, Inc. | $16,710,070 | 2023 |
| Wych Family Dental Pc 401 (K) Profit Sharing Plan | Wych Family Dental Pc 401k Profit Sharing Plan | $1,966,215 | 2023 |
| J&M Way Enterprises Inc. Retirement Plan | J&M Way Enterprises, Inc. | $545,960 | 2023 |
| Ajd Ventures Inc. Retirement Plan | Ajd Ventures Inc. | $469,681 | 2023 |
| Valley Insurance Partners, Inc. 401(K) Plan | Valley Insurance Partners, Inc. | $99,827 | 2023 |
| Access Tca, Inc. Welfare Benefits Plan | Access Tca, Inc. | not reported in the loaded dataset | 2023 |
| Koopman Lumber Company, Inc. Wrap Health And Welfare Plans | Koopman Lumber, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Whitinsville → · Whitinsville plans by participants → · Whitinsville plans with financial data → · Whitinsville plans with provider compensation → · $1B+ plans in Whitinsville →
Related Form 5500 pages
- All MA Form 5500 filings
- Unibank Retirement Plan (plan 002)
- Unibank For Savings — all reported plans
- Koopman Lumber, Inc. 401(K) Profit Sharing Plan (plan 001)
- Koopman Lumber Company, Inc. — all reported plans
- Access Tca, Inc. 401(K) Profit Sharing Plan (plan 001)
- Access Tca, Inc. — all reported plans
- Wych Family Dental Pc 401 (K) Profit Sharing Plan (plan 001)
- Wych Family Dental Pc 401k Profit Sharing Plan — all reported plans
- J&M Way Enterprises Inc. Retirement Plan (plan 001)
- J&M Way Enterprises, Inc. — all reported plans
- Ajd Ventures Inc. Retirement Plan (plan 001)
- Ajd Ventures Inc. — all reported plans
- Valley Insurance Partners, Inc. 401(K) Plan (plan 001)
- Valley Insurance Partners, Inc. — all reported plans
- Access Tca, Inc. Welfare Benefits Plan (plan 501)
- Koopman Lumber Company, Inc. Wrap Health And Welfare Plans (plan 509)
- Methodology
- Data sources