Plan5500

Federalsburg, MD 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, Federalsburg, MD has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,158,031 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
3
Latest filing year
2023

What stands out in Federalsburg

  • 5 loaded plans hold $26.2M in reported assets across 3 sponsors.
  • The largest, H & M Bay, Inc. Corporate Profit Sharing Plan, holds 64% of reported Federalsburg plan assets.
  • Plans cover 1,452 participants — about 290 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.2MSummed across loaded plans$26,157,946
Total reported assets$26.2M$26,158,031
Total reported participants1.5K1,452
Total reported liabilities$85

Reported net position

Reported assets = net assets + liabilities (summed)$26.2M total assets
Net assets$26.2MLiabilities$85
Contributions & income
Employer contributions$1.1M
Participant contributions$1.7M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

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

Federalsburg market comparison

Largest plan share of assets64%H & M Bay, Inc. Corporate Profit Sharing Plan
Participants per plan290Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Federalsburg

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

  1. 1
    H & M Bay, Inc. Corporate Profit Sharing Plan$16.8M
    H & M Bay, Inc. · 2023
  2. 2
    Tri-Gas & Oil Co., Inc. 401(K) Profit Sharing Plan And Trust$9.4M
    Tri-Gas & Oil Co. Inc. · 2023
  3. 3
    Tri Gas And Oil Co, Inc. Employee Benefits Plannot reported in the loaded dataset
    Tri Gas And Oil Co, Inc. · 2023
  4. 4
    Health Care Plan Of H&M Bay, Inc.not reported in the loaded dataset
    H&M Bay, Inc. · 2023
  5. 5
    Sti Holdings Inc Employee Benefits Plannot reported in the loaded dataset
    Sti Holdings Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Federalsburg, MD?
5 plan(s) reported by 3 sponsor(s) are loaded for Federalsburg, MD.

Related Form 5500 pages