Fall River, 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, Fall River, MA has 55 loaded benefit plan(s) reported by 36 plan sponsor(s), with $450,942,133 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 55
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $450,942,133
- Total reported liabilities (EOY)
- $6,737,344
- Total reported net assets (EOY)
- $444,204,789
Contributions & income
- Employer contributions
- $13,085,201
- Participant contributions
- $22,612,043
- Total income / additions
- $111,223,154
Expenses & distributions
- Benefits paid / distributions
- $36,028,622
- Total expenses
- $37,343,531
- Net increase / (decrease)
- $73,879,623
Coverage
- Total reported participants
- 16,288
- Plans with financial statements
- 29
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fall River, 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 |
|---|---|---|---|
| Prima Care, P. C. Profit Sharing Plan | Prima Care, P.C. | $75,236,100 | 2023 |
| Blount Fine Foods Corp 401(K) And Profit Sharing Plan | Blount Fine Foods | $62,100,560 | 2023 |
| Gold Medal Bakery, Inc. Employees Supplemental Income Plan | Gold Medal Bakery, Inc. | $61,548,180 | 2023 |
| Sbera 401(K) Plan As Adopted By Fall River Five Cents Savings Bank | Fall River Five Cents Savings Bank | $24,094,383 | 2023 |
| Ashworth Bros., Inc. Employee Savings Plan | Ashworth Bros., Inc. | $20,696,766 | 2023 |
| Rhode Island Novelty 401(K) Profit Sharing Plan & Trust | Rhode Island Novelty | $17,868,768 | 2023 |
| Sbera Pension Plan As Adopted By Fall River Five Cents Savings Bank | Fall River Five Cents Savings Bank | $17,634,237 | 2023 |
| 403(B) Thrift Plan For Employees Of Family Service Assn. Of Greater Fall River, Inc. Dba Family Service Assn. | Family Service Assn. Of Greate | $14,024,238 | 2023 |
| St. Anne'S Credit Union 401(K) Retirement Plan | St. Anne'S Credit Union | $13,991,127 | 2023 |
| Ashworth International, Inc. Employee Stock Ownership Plan | Ashworth International, Inc. | $13,653,470 | 2023 |
| Millstone Medical Outsourcing, LLC 401(K) Retirement Plan | Millstone Medical Outsourcing, LLC | $13,379,333 | 2023 |
| Teufelberger Retirement Savings Plan | Teufelberger Fiber Rope Corporation | $11,942,152 | 2023 |
| Citizens For Citizens, Inc. Tax Sheltered Annuity Plan | Citizens For Citizens, Inc. | $10,909,465 | 2023 |
| 403(B) Thrift Plan Of Stanley Street Treatment And Resources, Inc. | Stanley Street Treatment And Resources, Inc. | $10,140,288 | 2023 |
| Raw Seafoods Retirement Plan | Raw Seafoods, Inc. | $9,822,309 | 2023 |
| Matouk Textile Works, Inc 401(K) Plan | Matouk Textile Works, Inc. | $9,204,360 | 2023 |
| 403(B) Thrift Plan For Employees Of People, Incorporated | People, Incorporated | $8,555,247 | 2023 |
| Bolger & O'Hearn, Inc. Profit Sharing Plan | Bolger & O'Hearn, Inc. | $8,485,082 | 2023 |
| 403(B) Thrift Plan Of Fall River Deaconess Home | Fall River Deaconess Home | $7,570,729 | 2023 |
| D2g Group, LLC 401(K) Plan | D2g Group, LLC | $6,957,231 | 2023 |
| Employee Benefit Plan Of Pfr Acquisition, LLC | Pfr Acquisition, LLC | $6,730,023 | 2023 |
| Bristol Elder Services, Inc. Retirement Plan And Trust | Bristol Elder Services, Inc. | $6,063,101 | 2023 |
| Truesdale Obstetrics & Gynecology, P. C. Profit Sharing Plan | Truesdale Obstetrics & Gynecology, | $4,582,984 | 2023 |
| Spectrum Lighting 401(K) Profit Sharing Plan | Spectrum Lighting, Inc. | $4,467,766 | 2023 |
| Rex Cut Products, Inc. Employee Stock Ownership Plan | Rex Cut Products, Inc. | $4,110,185 | 2023 |
Largest plans in Fall River → · Fall River plans by participants → · Fall River plans with financial data → · Fall River plans with provider compensation → · $1B+ plans in Fall River →
Related Form 5500 pages
- All MA Form 5500 filings
- Prima Care, P. C. Profit Sharing Plan (plan 001)
- Prima Care, P.C. — all reported plans
- Blount Fine Foods Corp 401(K) And Profit Sharing Plan (plan 002)
- Blount Fine Foods — all reported plans
- Gold Medal Bakery, Inc. Employees Supplemental Income Plan (plan 003)
- Gold Medal Bakery, Inc. — all reported plans
- Sbera 401(K) Plan As Adopted By Fall River Five Cents Savings Bank (plan 002)
- Fall River Five Cents Savings Bank — all reported plans
- Ashworth Bros., Inc. Employee Savings Plan (plan 007)
- Ashworth Bros., Inc. — all reported plans
- Rhode Island Novelty 401(K) Profit Sharing Plan & Trust (plan 001)
- Rhode Island Novelty — all reported plans
- Sbera Pension Plan As Adopted By Fall River Five Cents Savings Bank (plan 001)
- 403(B) Thrift Plan For Employees Of Family Service Assn. Of Greater Fall River, Inc. Dba Family Service Assn. (plan 003)
- Family Service Assn. Of Greate — all reported plans
- St. Anne'S Credit Union 401(K) Retirement Plan (plan 002)
- St. Anne'S Credit Union — all reported plans
- Ashworth International, Inc. Employee Stock Ownership Plan (plan 001)
- Ashworth International, Inc. — all reported plans
- Millstone Medical Outsourcing, LLC 401(K) Retirement Plan (plan 001)
- Millstone Medical Outsourcing, LLC — all reported plans
- Teufelberger Retirement Savings Plan (plan 001)
- Teufelberger Fiber Rope Corporation — all reported plans
- Citizens For Citizens, Inc. Tax Sheltered Annuity Plan (plan 004)
- Citizens For Citizens, Inc. — all reported plans
- 403(B) Thrift Plan Of Stanley Street Treatment And Resources, Inc. (plan 001)
- Stanley Street Treatment And Resources, Inc. — all reported plans
- Raw Seafoods Retirement Plan (plan 001)
- Raw Seafoods, Inc. — all reported plans
- Methodology
- Data sources