Plan5500

Northwood, 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, Northwood, NH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $23,015,545 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 Northwood

  • 2 loaded plans hold $23M in reported assets across 2 sponsors.
  • The largest, Coe-Brown Northwood Academy Tax-Deferred Annuity Plan, holds 99% of reported Northwood plan assets.
  • Plans cover 193 participants — about 97 per plan.
  • 100% 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$23MSummed across loaded plans$23,015,545
Total reported assets$23M$23,015,545
Total reported participants193
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23M total assets
Net assets$23MLiabilities$0
Contributions & income
Employer contributions$524.5K
Participant contributions$633.5K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Northwood market comparison

Largest plan share of assets99%Coe-Brown Northwood Academy Tax-Deferred Annuity Plan
Participants per plan97Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Northwood

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

  1. 1
    Coe-Brown Northwood Academy Tax-Deferred Annuity Plan$22.7M
    Coe-Brown Northwood Academy · 2023
  2. 2
    Eberle Family Agency Retirement Plan$273.8K
    Eberle Family Agency, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages