Plan5500

Fairhaven, 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, Fairhaven, MA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $773,574,164 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

What stands out in Fairhaven

  • 13 loaded plans hold $773.6M in reported assets across 9 sponsors.
  • The largest, Acushnet Company 401(K) Plan, holds 72% of reported Fairhaven plan assets.
  • Plans cover 9,736 participants — about 749 per plan.
  • 77% of loaded plans report full Schedule H/I financial statements.
  • 62% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$773.3MSummed across loaded plans$773,297,593
Total reported assets$773.6M$773,574,164
Total reported participants9.7K9,736
Total reported liabilities$276.6K$276,571

Reported net position

Reported assets = net assets + liabilities (summed)$773.6M total assets
Net assets$773.3MLiabilities$276.6K
Contributions & income
Employer contributions$14.8M
Participant contributions$26.2M
Total income / additions$145.2M
Expenses & distributions
Benefits paid / distributions$48.1M
Total expenses$51.2M
Net increase / (decrease)$94M

Data coverage

Plans with financial statements10 / 13 (77%)
Plans with provider compensation8 / 13 (62%)

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

Computed from loaded plans

Fairhaven market comparison

Largest plan share of assets72%Acushnet Company 401(K) Plan
Participants per plan749Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Fairhaven

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

  1. 1
    Acushnet Company 401(K) Plan$560.2M
    Acushnet Company · 2023
  2. 2
    Acushnet Company Pension Plan$152.9M
    Acushnet Company · 2023
  3. 3
    Nye Lubricants, Inc. 401(K) Plan$22.7M
    Nye Lubricants, Inc. · 2023
  4. 4
    403(B) Thrift Plan Of Community Nurse Home Care, Inc.$14.9M
    Community Nurse Home Care, Inc. · 2023
  5. 5
    First Citizens' Federal Credit Union 401(K) Plan$11.3M
    First Citizens Federal Credit Union · 2023
  6. 6
    Brahmin Leather Works LLC, 401(K) Savings Plan$7.4M
    Brahmin Leather Works, LLC · 2023
  7. 7
    Alden Buick Gmc 401(K) Retirement Plan$3.8M
    Alden Buick Gmc · 2023
  8. 8
    Westbriar Properties Inc 401(K) Plan$181.7K
    Westbriar Properties Inc · 2023
  9. 9
    Sea Green Bookkeeping And Tax Services Inc. 401(K) Plan$160.7K
    Sea Green Bookkeeping And Tax Services Inc. · 2023
  10. 10
    Bask Inc 401(K) Profit Sharing Plan & Trust$0
    Bask Inc · 2023
  11. 11
    Brahmin Leather Works LLC, Employee Benefit Plannot reported in the loaded dataset
    Brahmin Leather Works, LLC · 2023
  12. 12
    Fcfcu Health And Welfare Benefit Plannot reported in the loaded dataset
    First Citizens' Federal Credit Union · 2023
  13. 13
    Acushnet Company Consolidated Health And Welfare Plannot reported in the loaded dataset
    Acushnet Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fairhaven, MA?
13 plan(s) reported by 9 sponsor(s) are loaded for Fairhaven, MA.

Related Form 5500 pages