Plan5500

Wilbraham, 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, Wilbraham, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $27,091,158 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.1MSummed across loaded plans$27,091,158
Total reported assets$27.1M$27,091,158
Total reported participants574
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.1M total assets
Net assets$27.1MLiabilities$0
Contributions & income
Employer contributions$995K
Participant contributions$752.6K
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Wilbraham market comparison

Largest plan share of assets99%Wilbraham And Monson Academy Defined Contribution Retirement Plan
Participants per plan115Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Wilbraham

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

  1. 1
    Wilbraham And Monson Academy Defined Contribution Retirement Plan$26.9M
    Wilbraham And Monson Academy · 2023
  2. 2
    M Jude Stirlacci Inc. Retirement Plan$115K
    M Jude Stirlacci Inc. · 2023
  3. 3
    G5 Management Group Inc. Retirement Plan$81.5K
    G5 Management Group Inc. · 2023
  4. 4
    Wilbraham And Monson Academynot reported in the loaded dataset
    Wilbraham And Monson Academy · 2023
  5. 5
    Redishred Acquisitions Inc Dba Proshred Welfare Benefit Plannot reported in the loaded dataset
    Redishred Acquisitions Inc Dba Proshred · 2023

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

Related Form 5500 pages