Plan5500

South Berwick, ME 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, South Berwick, ME has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $33,655,745 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
1
Latest filing year
2023

What stands out in South Berwick

  • 2 loaded plans hold $33.7M in reported assets across 1 sponsors.
  • The largest, Berwick Academy Defined Contribution Retirement Plan, holds 100% of reported South Berwick plan assets.
  • Plans cover 506 participants — about 253 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.7MSummed across loaded plans$33,655,745
Total reported assets$33.7M$33,655,745
Total reported participants506
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.7M total assets
Net assets$33.7MLiabilities$0
Contributions & income
Employer contributions$592.3K
Participant contributions$674.9K
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Berwick, ME 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

South Berwick market comparison

Largest plan share of assets100%Berwick Academy Defined Contribution Retirement Plan
Participants per plan253Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Berwick

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

  1. 1
    Berwick Academy Defined Contribution Retirement Plan$33.7M
    Berwick Academy · 2023
  2. 2
    Berwick Academy Employee Benefit Plannot reported in the loaded dataset
    Trustees Of Berwick Academy · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Berwick, ME?
2 plan(s) reported by 1 sponsor(s) are loaded for South Berwick, ME.

Related Form 5500 pages