Charlton, 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, Charlton, MA has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $43,791,719 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $43,791,719
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $43,791,719
Contributions & income
- Employer contributions
- $2,082,270
- Participant contributions
- $2,887,904
- Total income / additions
- $11,225,538
Expenses & distributions
- Benefits paid / distributions
- $5,004,408
- Total expenses
- $5,231,989
- Net increase / (decrease)
- $5,993,549
Coverage
- Total reported participants
- 2,001
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charlton, 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 |
|---|---|---|---|
| Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In | Masonic Health System Of Massachusetts, Inc. | $17,764,653 | 2023 |
| Incom, Inc. Profit Sharing & Retirement Savings Plan | Incom, Inc. | $16,860,231 | 2023 |
| Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust | Tree House Brewing Company, In | $4,495,677 | 2023 |
| Grand Lodge Of Masons Or Masonic Home, Inc. Defined Benefit Plan | Grand Lodge Of Masons In Massachusetts | $4,465,898 | 2023 |
| P&G Graphic Solutions, Inc. Profit Sharing Plan | P&G Graphic Solutions, Inc. | $205,260 | 2023 |
| Tree House Brewing Health And Welfare Plan | Tree House Brewing | not reported in the loaded dataset | 2023 |
| Incom, Inc. Welfare And Benefit Plan | Incom, Inc | not reported in the loaded dataset | 2023 |
| Masonic Health System Group Medical Plan | Masonic Health System Of Massachusetts, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Charlton → · Charlton plans by participants → · Charlton plans with financial data → · Charlton plans with provider compensation → · $1B+ plans in Charlton →
Related Form 5500 pages
- All MA Form 5500 filings
- Masonic Health System Of Massachusetts, Inc. And Grand Lodge Of Masons In (plan 002)
- Masonic Health System Of Massachusetts, Inc. — all reported plans
- Incom, Inc. Profit Sharing & Retirement Savings Plan (plan 001)
- Incom, Inc. — all reported plans
- Tree House Brewing Company, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Tree House Brewing Company, In — all reported plans
- Grand Lodge Of Masons Or Masonic Home, Inc. Defined Benefit Plan (plan 001)
- Grand Lodge Of Masons In Massachusetts — all reported plans
- P&G Graphic Solutions, Inc. Profit Sharing Plan (plan 001)
- P&G Graphic Solutions, Inc. — all reported plans
- Tree House Brewing Health And Welfare Plan (plan 501)
- Incom, Inc. Welfare And Benefit Plan (plan 501)
- Masonic Health System Group Medical Plan (plan 512)
- Methodology
- Data sources