How many Form 5500 benefit plans are loaded for Wrentham, MA?

2 plan(s) reported by 2 sponsor(s) are loaded for Wrentham, MA.

Wrentham, 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, Wrentham, MA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,129,960 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 Wrentham

2 loaded plans hold $5.1M in reported assets across 2 sponsors.
The largest, Cornerstone Managment Partners, LLC 401(K) Plan, holds 100% of reported Wrentham plan assets.
Plans cover 386 participants — about 193 per plan.
50% 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$5.1MSummed across loaded plans$5,129,960

Total reported assets$5.1M$5,129,960

Total reported participants386

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$5.1M total assets

Net assets$5.1MLiabilities—

Contributions & income

Employer contributionsNot reported

Participant contributions$504K

Total income / additions$1.2M

Expenses & distributions

Benefits paid / distributions$484.4K

Total expenses$486.2K

Net increase / (decrease)$684.8K

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation0 / 2 ()

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

Wrentham market comparison

Largest plan share of assets100%Cornerstone Managment Partners, LLC 401(K) Plan

Participants per plan193Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Wrentham

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

1
Cornerstone Managment Partners, LLC 401(K) Plan$5.1M
Cornerstone Management Partners, LLC · 2023
2
Capstan Atlantic Health & Welfare Benefits Plannot reported in the loaded dataset
Capstan Atlantic · 2023

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

What to inspect next

Frequently asked questions

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