Agawam, MA 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, Agawam, MA has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $91,763,876 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$91,763,876
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$91,763,876

Contributions & income

Employer contributions
$2,435,915
Participant contributions
$5,984,103
Total income / additions
$23,954,632

Expenses & distributions

Benefits paid / distributions
$9,624,871
Total expenses
$9,856,922
Net increase / (decrease)
$14,097,710

Coverage

Total reported participants
3,294
Plans with financial statements
9
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Agawam, MA 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.

Largest loaded plans by reported assets

Largest loaded plans in Agawam, MA
PlanSponsorReported assets (EOY)Year
Johnson Real Estate Investors, LLC. 401(K) PlanJohnson Real Estate Investors, LLC.$27,637,3412023
Sun Gro Holdings Inc. Retirement Savings PlanSun Gro Holdings Inc.$21,287,4942023
Sarat Ford Sales, Inc. 401(K) Savings PlanSarat Ford Sales, Inc.$10,915,8062023
Harold Grinspoon Foundation 401(K) Savings PlanHarold Grinspoon Foundation$10,436,4862023
Sound Seal, Inc. 401(K) PlanSound Seal, Inc.$8,522,2792023
Governors America Corporation Employees Retirement PlanGovernors America Corporation$6,337,0602023
Agawam Medical Supply, Corp. Retirement PlanAgawam Medical Supply, Corp.$5,008,8232023
W. Muller Usa, Inc. 401(K) PlanW. Muller Usa, Inc.$1,342,5782023
Abbetor, Inc. 401(K) PlanAbbetor, Inc.$276,0092023
Dff Corp. Health Reimbursement AccountDff Corporationnot reported in the loaded dataset2023
Dff Corporation Health Benefits PlanDff Corporationnot reported in the loaded dataset2023
Harold Grinspoon Health And Welfare PlanHarold Grinspoon Foundationnot reported in the loaded dataset2023
Catalyst Acoustics Group Health And Welfare Benefit PlanCatalyst Acoustics Groupnot reported in the loaded dataset2023
Johnson Real Estate Investors Flexible Benefit PlanJohnson Real Estate Investorsnot reported in the loaded dataset2023
Sun Gro Horticulture Welfare Benefit PlanSun Gro Horticulturenot reported in the loaded dataset2023

Related Form 5500 pages