Fitchburg, 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, Fitchburg, MA has 23 loaded benefit plan(s) reported by 19 plan sponsor(s), with $186,070,080 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $186,070,080
- Total reported liabilities (EOY)
- $55,253,267
- Total reported net assets (EOY)
- $129,236,027
Contributions & income
- Employer contributions
- $4,235,103
- Participant contributions
- $6,141,372
- Total income / additions
- $28,680,896
Expenses & distributions
- Benefits paid / distributions
- $10,316,506
- Total expenses
- $10,605,845
- Net increase / (decrease)
- $18,075,051
Coverage
- Total reported participants
- 5,406
- Plans with financial statements
- 15
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fitchburg, 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 |
|---|---|---|---|
| Wood Fiber Holdings, Inc. Retirement Plan | Wood Fiber Holdings, Inc. | $88,802,757 | 2023 |
| Sbera 401(K) Plan As Adopted By Rollstone Bank And Trust | Rollstone Bank And Trust | $17,599,590 | 2023 |
| Community Health Connections 401k Plan | Community Health Connections | $15,419,841 | 2023 |
| I-C Federal Credit Union Profit Sharing & 401(K) Plan | I-C Federal Credit Union | $15,259,880 | 2023 |
| 403(B) Thrift Plan Of Making Opportunity Count, Inc. | Making Opportunity Count, Inc. | $10,846,347 | 2023 |
| Applewild School 403(B) Plan | Applewild School Incorporated | $7,266,135 | 2023 |
| The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust | The Arc Of Opportunity In North Central Massachusetts Inc | $6,056,650 | 2023 |
| The Mar-Lee Companies, Inc. 401k Profit Sharing Plan | Mar-Lee Companies, Inc | $5,637,077 | 2023 |
| Portance Corp. 401(K) Plan | Portance Corp. | $4,728,318 | 2023 |
| Montachusett Regional Transit Authority 401k Plan | Montachusett Regional Transit Authority | $3,911,518 | 2023 |
| Micron Solutions, Inc. Savings And Investment Plan | Micron Solutions, Inc. | $3,322,816 | 2023 |
| Wachusett Precision Tool, Inc. 401(K) Plan | Wachusett Precision Tool, Inc. | $3,206,571 | 2023 |
| Steel-Fab, Inc. Pension Trust | Steel-Fab, Inc. | $2,277,427 | 2023 |
| Luk Retirement Plan | L. U. K. Crisis Center, Inc. | $1,734,752 | 2023 |
| Choice Insurance Agency Inc Flexible Benefits Plan | Choice Insurance Agency Inc | $401 | 2023 |
| The Resource Management Inc Benefits Plan | Resource Management Inc | not reported in the loaded dataset | 2023 |
| Community Health Connections Welfare Benefits Plan | Community Health Connections, Inc. | not reported in the loaded dataset | 2023 |
| Management Of Transportation Services Health And Welfare Plan | Management Of Transportation Services, Inc. | not reported in the loaded dataset | 2023 |
| North Central Massachusetts Chamber Of Commerce Flexible Benefits Plan | North Central Massachusetts Chamber Of Commerce | not reported in the loaded dataset | 2023 |
| Micron Products, Inc. Employee Benefit Plan | Micron Products, Inc. | not reported in the loaded dataset | 2023 |
| Making Opportunity Count Consolidated Welfare Benefits Plan | Making Opportunity Count, Inc. | not reported in the loaded dataset | 2023 |
| The Arc Of Opportunity In North Central Massachusetts, Inc. Health & Welfare Plan | The Arc Of Opportunity In North Central Massachusetts, Inc. | not reported in the loaded dataset | 2023 |
| I.C. Federal Credit Union Employee Benefit Health Plan | I.C. Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Fitchburg → · Fitchburg plans by participants → · Fitchburg plans with financial data → · Fitchburg plans with provider compensation → · $1B+ plans in Fitchburg →
Related Form 5500 pages
- All MA Form 5500 filings
- Wood Fiber Holdings, Inc. Retirement Plan (plan 001)
- Wood Fiber Holdings, Inc. — all reported plans
- Sbera 401(K) Plan As Adopted By Rollstone Bank And Trust (plan 002)
- Rollstone Bank And Trust — all reported plans
- Community Health Connections 401k Plan (plan 001)
- Community Health Connections — all reported plans
- I-C Federal Credit Union Profit Sharing & 401(K) Plan (plan 002)
- I-C Federal Credit Union — all reported plans
- 403(B) Thrift Plan Of Making Opportunity Count, Inc. (plan 002)
- Making Opportunity Count, Inc. — all reported plans
- Applewild School 403(B) Plan (plan 002)
- Applewild School Incorporated — all reported plans
- The Arc Of Opportunity In North Central Massachusetts 401k Profit Sharing Plan And Trust (plan 001)
- The Arc Of Opportunity In North Central Massachusetts Inc — all reported plans
- The Mar-Lee Companies, Inc. 401k Profit Sharing Plan (plan 001)
- Mar-Lee Companies, Inc — all reported plans
- Portance Corp. 401(K) Plan (plan 001)
- Portance Corp. — all reported plans
- Montachusett Regional Transit Authority 401k Plan (plan 002)
- Montachusett Regional Transit Authority — all reported plans
- Micron Solutions, Inc. Savings And Investment Plan (plan 002)
- Micron Solutions, Inc. — all reported plans
- Wachusett Precision Tool, Inc. 401(K) Plan (plan 001)
- Wachusett Precision Tool, Inc. — all reported plans
- Steel-Fab, Inc. Pension Trust (plan 002)
- Steel-Fab, Inc. — all reported plans
- Luk Retirement Plan (plan 001)
- L. U. K. Crisis Center, Inc. — all reported plans
- Choice Insurance Agency Inc Flexible Benefits Plan (plan 501)
- Choice Insurance Agency Inc — all reported plans
- Methodology
- Data sources