Plan5500

Berlin, NH 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, Berlin, NH has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $39,313,232 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
3
Latest filing year
2023

What stands out in Berlin

  • 7 loaded plans hold $39.3M in reported assets across 3 sponsors.
  • The largest, Northway Bank 401(K) And Profit Sharing Plan, holds 55% of reported Berlin plan assets.
  • Plans cover 1,493 participants — about 213 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.3MSummed across loaded plans$39,313,232
Total reported assets$39.3M$39,313,232
Total reported participants1.5K1,493
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.3M total assets
Net assets$39.3MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$2.1M
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.2M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation3 / 7 (43%)

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

Berlin market comparison

Largest plan share of assets55%Northway Bank 401(K) And Profit Sharing Plan
Participants per plan213Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Berlin

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

  1. 1
    Northway Bank 401(K) And Profit Sharing Plan$21.7M
    Northway Bank · 2023
  2. 2
    Ccfhs 401(K) Retirement Plan$12.7M
    Coos County Family Health Services, Inc. · 2023
  3. 3
    403(B) Thrift Plan For Employees Of Tri-County Community Action Program, Inc.$5M
    Tri-County Community Action · 2023
  4. 4
    Northway Bank Flexible Benefits Plannot reported in the loaded dataset
    Northway Bank · 2023
  5. 5
    Coos County Medical Plannot reported in the loaded dataset
    Coos County Family Health Services · 2023
  6. 6
    Coos County Family Health Services Life, Std,And Ltd Welfare Benefit Plannot reported in the loaded dataset
    Coos County Family Health Services · 2023
  7. 7
    Coos County Dental Benefit Plannot reported in the loaded dataset
    Coos County Family Health Services · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Berlin, NH?
7 plan(s) reported by 3 sponsor(s) are loaded for Berlin, NH.

Related Form 5500 pages