Franklin, 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, Franklin, MA has 34 loaded benefit plan(s) reported by 24 plan sponsor(s), with $258,812,572 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $258,812,572
- Total reported liabilities (EOY)
- $17,189,024
- Total reported net assets (EOY)
- $241,842,286
Contributions & income
- Employer contributions
- $7,662,897
- Participant contributions
- $16,626,452
- Total income / additions
- $65,082,849
Expenses & distributions
- Benefits paid / distributions
- $28,036,255
- Total expenses
- $29,295,043
- Net increase / (decrease)
- $35,787,806
Coverage
- Total reported participants
- 10,027
- Plans with financial statements
- 23
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Franklin, 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 |
|---|---|---|---|
| Barrett Distribution Centers, Inc. 401(K) Retirement Plan | Barrett Distribution Centers | $40,957,242 | 2023 |
| Interactions, LLC 401(K) Plan | Interactions, LLC | $33,973,385 | 2023 |
| Woodland Partners, Inc. Employee Stock Ownership Plan | Woodland Partners, Inc. | $25,914,057 | 2023 |
| Dean College Defined Contribution Retirement Plan For Faculty And Administration | Dean College | $24,292,486 | 2023 |
| Plansee Employee Savings & Protection Plan | Plansee Usa LLC | $23,901,927 | 2023 |
| Pierce Aluminum Co., Inc. 401(K) & Profit Sharing Plan | Pierce Aluminum Co., Inc. | $20,923,185 | 2023 |
| Cold Chain 401(K) Profit Sharing Plan | Cold Chain Technologies, LLC | $17,048,096 | 2023 |
| Dale Medical Products Employee Stock Ownership Plan | Dale Medical Products, Inc. | $16,110,989 | 2023 |
| Heidelberg Engineering, Inc. 401(K) Profit Sharing Plan | Heidelberg Engineering, Inc. | $13,416,482 | 2023 |
| Alpha Grainger Manufacturing, Inc. 401(K) Savings And Profit Sharing Plan | Alpha Grainger Manufacturing, Inc. | $9,876,350 | 2023 |
| Hmea Retirement Plan | Horace Mann Educational Associates, Inc. Dba Hmea | $9,564,700 | 2023 |
| Stannah Stairlifts, Inc. 401k Plan | Stannah Stairlifts, Inc | $5,643,339 | 2023 |
| Woodland Partners, Inc. 401k Plan | Woodland Partners, Inc. | $4,966,762 | 2023 |
| Regency Transportation, Inc. 401(K) Plan | Regency Transportation, Inc. | $3,997,952 | 2023 |
| Jem Electronics Inc. 401(K) Profit Sharing Plan And Trust | Jem Electronics, Inc. | $3,795,546 | 2023 |
| Cdm Holdings, LLC 401(K) Plan | Cdm Fitness Holdings, LLC | $2,367,449 | 2023 |
| Traffic Markings, Inc. Profit Sharing Plan | Traffic Markings, Inc. | $1,626,927 | 2023 |
| Mph Boston South Corp. 401(K) Plan | Mph Boston South Corp. | $374,757 | 2023 |
| Energy Management Associates 401(K) Profit Sharing Plan & Trust | Energy Management Associates | $34,559 | 2023 |
| Bec Martin Inc. Retirement Plan | Bec Martin Inc. | $26,382 | 2023 |
| Chemical Solutions, Inc. 401(K) Profit Sharing Plan | Chemical Solutions, Inc. | $0 | 2023 |
| Franklin Urban Farm Store Inc. Retirement Plan | Franklin Urban Farm Store Inc. | $0 | 2023 |
| 4square Acp, Inc. Retirement Plan | 4square Acp, Inc. | $0 | 2023 |
| Automation Solutions, Inc. Health And Welfare Plan | Automation Solutions, Inc. D/B/A Iautomation | not reported in the loaded dataset | 2023 |
| Regency Transportation Benefits Plan | Regency Transportation, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Franklin → · Franklin plans by participants → · Franklin plans with financial data → · Franklin plans with provider compensation → · $1B+ plans in Franklin →
Related Form 5500 pages
- All MA Form 5500 filings
- Barrett Distribution Centers, Inc. 401(K) Retirement Plan (plan 001)
- Barrett Distribution Centers — all reported plans
- Interactions, LLC 401(K) Plan (plan 001)
- Interactions, LLC — all reported plans
- Woodland Partners, Inc. Employee Stock Ownership Plan (plan 002)
- Woodland Partners, Inc. — all reported plans
- Dean College Defined Contribution Retirement Plan For Faculty And Administration (plan 002)
- Dean College — all reported plans
- Plansee Employee Savings & Protection Plan (plan 001)
- Plansee Usa LLC — all reported plans
- Pierce Aluminum Co., Inc. 401(K) & Profit Sharing Plan (plan 001)
- Pierce Aluminum Co., Inc. — all reported plans
- Cold Chain 401(K) Profit Sharing Plan (plan 001)
- Cold Chain Technologies, LLC — all reported plans
- Dale Medical Products Employee Stock Ownership Plan (plan 002)
- Dale Medical Products, Inc. — all reported plans
- Heidelberg Engineering, Inc. 401(K) Profit Sharing Plan (plan 001)
- Heidelberg Engineering, Inc. — all reported plans
- Alpha Grainger Manufacturing, Inc. 401(K) Savings And Profit Sharing Plan (plan 001)
- Alpha Grainger Manufacturing, Inc. — all reported plans
- Hmea Retirement Plan (plan 001)
- Horace Mann Educational Associates, Inc. Dba Hmea — all reported plans
- Stannah Stairlifts, Inc. 401k Plan (plan 001)
- Stannah Stairlifts, Inc — all reported plans
- Woodland Partners, Inc. 401k Plan (plan 001)
- Regency Transportation, Inc. 401(K) Plan (plan 001)
- Regency Transportation, Inc. — all reported plans
- Jem Electronics Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Jem Electronics, Inc. — all reported plans
- Methodology
- Data sources