Plan5500

Epsom, 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, Epsom, NH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,830,066 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Epsom

  • 4 loaded plans hold $4.8M in reported assets across 3 sponsors.
  • The largest, Wiley Management, Inc. 401(K) Plan, holds 50% of reported Epsom plan assets.
  • Plans cover 595 participants — about 149 per plan.
  • 75% 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$4.8MSummed across loaded plans$4,830,066
Total reported assets$4.8M$4,830,066
Total reported participants595
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$214.6K
Participant contributions$275.2K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$740.9K
Total expenses$758.8K
Net increase / (decrease)$419.4K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Epsom market comparison

Largest plan share of assets50%Wiley Management, Inc. 401(K) Plan
Participants per plan149Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Epsom

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

  1. 1
    Wiley Management, Inc. 401(K) Plan$2.4M
    Wiley Management, Inc. · 2023
  2. 2
    Beaumac Company, Inc. 401(K) Plan$2.3M
    Beaumac Company, Inc. · 2023
  3. 3
    Burnmill Restaurants Corp. 401(K) Plan$138.7K
    Burnmill Restaurants Corp. · 2023
  4. 4
    Wiley Management Welfare Benefit Plannot reported in the loaded dataset
    Wiley Management, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages