Auburn, 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, Auburn, MA has 21 loaded benefit plan(s) reported by 19 plan sponsor(s), with $190,338,007 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $190,338,007
- Total reported liabilities (EOY)
- $906
- Total reported net assets (EOY)
- $190,337,101
Contributions & income
- Employer contributions
- $5,832,629
- Participant contributions
- $9,606,097
- Total income / additions
- $46,361,912
Expenses & distributions
- Benefits paid / distributions
- $17,802,260
- Total expenses
- $18,422,919
- Net increase / (decrease)
- $27,938,993
Coverage
- Total reported participants
- 4,885
- Plans with financial statements
- 14
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Auburn, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| R.H. White 401(K) Profit Sharing-Pw Plan | R.H. White Construction Co., Inc. | $59,657,239 | 2023 |
| Webster Five Cents Savings Bank 401(K) Plan | Webster Five Cents Savings Bank | $27,889,853 | 2023 |
| General Sheet Metal Co., Inc. 401(K) Profit Sharing Plan | General Sheet Metal Co., Inc. | $22,953,206 | 2023 |
| Pi 401(K) Profit Sharing Plan | Pi (Physik Instrumente) Lp | $20,745,028 | 2023 |
| Atlas Distributing 401(K) Plan | Atlas Distributing, Inc. | $16,922,848 | 2023 |
| American Steel And Aluminum LLC Employees' Deferred Compensation Plan | American Steel And Aluminum LLC | $13,023,588 | 2023 |
| Richard Lundgren, Inc. 401(K) Plan | Richard Lundgren, Inc. | $8,159,737 | 2023 |
| Worcester Envelope Company Employees' Pension Plan | Worcester Envelope Company | $6,425,054 | 2023 |
| Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan | Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store | $5,485,489 | 2023 |
| Stored Energy Holdings 401(K) Plan | Stored Energy Holdings, Inc. | $4,569,167 | 2023 |
| Accelerated Media Technologies,Inc. 401(K) Plan | Accelerated Media Technologies, Inc. | $3,506,418 | 2023 |
| Hillcrest Farm Money Purchase Pension Plan | Cynthia Bertrand | $945,395 | 2023 |
| Defalco Family Chiropractic 401(K) Profit Sharing Plan & Trust | Defalco Family Chiropractic | $54,985 | 2023 |
| Mid-States Packaging, Inc 401(K) Plan | Mid-States Packaging, Inc | $0 | 2023 |
| Health And Welfare | Patrick Motors Group, LLC | not reported in the loaded dataset | 2023 |
| R.H. White Companies, Inc. Employee Benefits Plan | R.H. White Companies, Inc. | not reported in the loaded dataset | 2023 |
| General Mechanical Contractors Inc.S Welfare | General Mechanical Contractors, Inc. | not reported in the loaded dataset | 2023 |
| Masterman'S Llp Employee Benefits Plan | Masterman'S Llp | not reported in the loaded dataset | 2023 |
| American Steel And Aluminum, LLC Employee Benefits Plan | American Steel And Aluminum, LLC | not reported in the loaded dataset | 2023 |
| Webster Five Cents Savings Bank Life And | Webster Five Cents Savings Bank | not reported in the loaded dataset | 2023 |
| Kadant Inc. Health And Welfare Benefits Plan | Kadant Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Auburn → · Auburn plans by participants → · Auburn plans with financial data → · Auburn plans with provider compensation → · $1B+ plans in Auburn →
Related Form 5500 pages
- All MA Form 5500 filings
- R.H. White 401(K) Profit Sharing-Pw Plan (plan 003)
- R.H. White Construction Co., Inc. — all reported plans
- Webster Five Cents Savings Bank 401(K) Plan (plan 002)
- Webster Five Cents Savings Bank — all reported plans
- General Sheet Metal Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- General Sheet Metal Co., Inc. — all reported plans
- Pi 401(K) Profit Sharing Plan (plan 001)
- Pi (Physik Instrumente) Lp — all reported plans
- Atlas Distributing 401(K) Plan (plan 001)
- Atlas Distributing, Inc. — all reported plans
- American Steel And Aluminum LLC Employees' Deferred Compensation Plan (plan 001)
- American Steel And Aluminum LLC — all reported plans
- Richard Lundgren, Inc. 401(K) Plan (plan 001)
- Richard Lundgren, Inc. — all reported plans
- Worcester Envelope Company Employees' Pension Plan (plan 001)
- Worcester Envelope Company — all reported plans
- Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan (plan 003)
- Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store — all reported plans
- Stored Energy Holdings 401(K) Plan (plan 002)
- Stored Energy Holdings, Inc. — all reported plans
- Accelerated Media Technologies,Inc. 401(K) Plan (plan 001)
- Accelerated Media Technologies, Inc. — all reported plans
- Hillcrest Farm Money Purchase Pension Plan (plan 001)
- Cynthia Bertrand — all reported plans
- Defalco Family Chiropractic 401(K) Profit Sharing Plan & Trust (plan 001)
- Defalco Family Chiropractic — all reported plans
- Mid-States Packaging, Inc 401(K) Plan (plan 001)
- Mid-States Packaging, Inc — all reported plans
- Health And Welfare (plan 501)
- Patrick Motors Group, LLC — all reported plans
- Methodology
- Data sources