Dudley, 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, Dudley, MA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,583,244 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,583,244
- Total reported liabilities (EOY)
- $19,964
- Total reported net assets (EOY)
- $56,563,280
Contributions & income
- Employer contributions
- $1,194,200
- Participant contributions
- $1,979,110
- Total income / additions
- $9,834,242
Expenses & distributions
- Benefits paid / distributions
- $4,282,000
- Total expenses
- $4,468,121
- Net increase / (decrease)
- $5,366,121
Coverage
- Total reported participants
- 1,758
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dudley, 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 |
|---|---|---|---|
| Nichols College 403b Plan | Nichols College | $38,867,585 | 2023 |
| Tri-Valley, Inc. Pension Trust | Tri-Valley, Inc. | $6,390,369 | 2023 |
| Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan | Henke Sass Wolf Of America, Inc. | $5,717,035 | 2023 |
| Tri-Valley, Inc. 403(B) Plan | Tri-Valley, Inc. | $4,584,919 | 2023 |
| Mace Polymers & Additives, Inc. 401k Retirement Plan | Mace Polymers & Additives, Inc. | $1,023,336 | 2023 |
| Dr Home Inspection, Inc. 401(K) Profit Sharing Plan | Dr Home Inspection, Inc. | $0 | 2023 |
| Henke Sass Wolf Of America, Inc. Employee Benefits Plan | Henke Sass Wolf Of America, Inc. | not reported in the loaded dataset | 2023 |
| Tri-Valley, Inc. Health And Welfare Benefits Plan | Tri-Valley, Inc. | not reported in the loaded dataset | 2023 |
| Nichols College Welfare Benefit Plan | Nichols College | not reported in the loaded dataset | 2023 |
Largest plans in Dudley → · Dudley plans by participants → · Dudley plans with financial data → · Dudley plans with provider compensation → · $1B+ plans in Dudley →
Related Form 5500 pages
- All MA Form 5500 filings
- Nichols College 403b Plan (plan 002)
- Nichols College — all reported plans
- Tri-Valley, Inc. Pension Trust (plan 001)
- Tri-Valley, Inc. — all reported plans
- Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan (plan 001)
- Henke Sass Wolf Of America, Inc. — all reported plans
- Tri-Valley, Inc. 403(B) Plan (plan 002)
- Mace Polymers & Additives, Inc. 401k Retirement Plan (plan 001)
- Mace Polymers & Additives, Inc. — all reported plans
- Dr Home Inspection, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dr Home Inspection, Inc. — all reported plans
- Henke Sass Wolf Of America, Inc. Employee Benefits Plan (plan 501)
- Tri-Valley, Inc. Health And Welfare Benefits Plan (plan 502)
- Nichols College Welfare Benefit Plan (plan 501)
- Methodology
- Data sources