Plan5500

Wolfeboro, 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, Wolfeboro, NH has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $97,100,644 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
4
Latest filing year
2023

What stands out in Wolfeboro

  • 9 loaded plans hold $97.1M in reported assets across 4 sponsors.
  • The largest, Huggins Hospital Retirement Savings Plan, holds 42% of reported Wolfeboro plan assets.
  • Plans cover 2,727 participants — about 303 per plan.
  • 44% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97.1MSummed across loaded plans$97,100,597
Total reported assets$97.1M$97,100,644
Total reported participants2.7K2,727
Total reported liabilities$47

Reported net position

Reported assets = net assets + liabilities (summed)$97.1M total assets
Net assets$97.1MLiabilities$47
Contributions & income
Employer contributions$2.2M
Participant contributions$5.5M
Total income / additions$21.7M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$5M
Net increase / (decrease)$16.7M

Data coverage

Plans with financial statements4 / 9 (44%)
Plans with provider compensation3 / 9 (33%)

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

Wolfeboro market comparison

Largest plan share of assets42%Huggins Hospital Retirement Savings Plan
Participants per plan303Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Wolfeboro

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

  1. 1
    Huggins Hospital Retirement Savings Plan$41.3M
    Huggins Hospital · 2023
  2. 2
    Brewster Academy Retirement Plan$30.2M
    Brewster Academy · 2023
  3. 3
    Ballentine Partners, LLC 401(K) Profit Sharing Plan$25.4M
    Ballentine Partners, LLC · 2023
  4. 4
    Jon Clark Agency, Inc. 401k Profit Sharing Plan$314.3K
    Jon Clark Agency, Inc. · 2023
  5. 5
    Huggins Hospital Dental Plannot reported in the loaded dataset
    Huggins Hospital · 2023
  6. 6
    Huggins Hospital Life And Dinot reported in the loaded dataset
    Huggins Hospital · 2023
  7. 7
    Huggins Hospital Visionnot reported in the loaded dataset
    Huggins Hospital · 2023
  8. 8
    Huggins Hospital Medicalnot reported in the loaded dataset
    Huggins Hospital · 2023
  9. 9
    Brewster Academy Health And Welfare Benefit Plannot reported in the loaded dataset
    Brewster Academy · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages