Holyoke, 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, Holyoke, MA has 38 loaded benefit plan(s) reported by 22 plan sponsor(s), with $1,200,316,358 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,200,316,358
- Total reported liabilities (EOY)
- $1,362,402
- Total reported net assets (EOY)
- $1,198,953,956
Contributions & income
- Employer contributions
- $50,119,488
- Participant contributions
- $23,945,446
- Total income / additions
- $238,376,112
Expenses & distributions
- Benefits paid / distributions
- $237,943,653
- Total expenses
- $241,516,976
- Net increase / (decrease)
- -$3,140,864
Coverage
- Total reported participants
- 15,373
- Plans with financial statements
- 25
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holyoke, 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 |
|---|---|---|---|
| Iso New England Inc. Supplemental Retirement And Savings Plan | Iso New England Inc. | $275,607,628 | 2023 |
| Iso New England Inc. Master Trust | Iso New England Inc. | $163,483,542 | 2023 |
| Iso New England Inc. Retirement Plan | Iso New England Inc. | $160,477,412 | 2023 |
| Plumbers And Pipefitters Local No. 104 Pension Plan | Plumbers & Pipefitters Local No 104 Union | $108,414,884 | 2023 |
| Plumbers And Pipefitters Local No. 104 Annuity Fund | Plumbers And Pipefitters Local No 104 | $84,196,111 | 2023 |
| Peoplesbank 401(K) Plan | Peoplesbank | $62,134,572 | 2023 |
| Retirement Plan For Employees Of The O'Connell Companies, Inc. | The Oconnell Companies, Inc. | $61,153,117 | 2023 |
| Holyoke Medical Center, Inc. 403(B) Retirement Plan | Holyoke Medical Center, Inc. | $59,184,511 | 2023 |
| Monarch Life Insurance Company Savings Plan | Monarch Life Insurance Company | $39,745,484 | 2023 |
| The O'Connell Companies, Inc. 401(K) Plan | The O'Connell Companies, Inc. | $37,745,159 | 2023 |
| Iso New England, Inc. Health And Welfare Plan | Iso New England Inc. | $26,309,122 | 2023 |
| Peoplesbank Defined Benefit Pension Plan | Peoplesbank | $19,842,416 | 2023 |
| Affinity Dental 401-K Retirement Plan | Affinity Dental | $17,647,769 | 2023 |
| Holyoke Health Center, Inc. 403(B) Plan | Holyoke Health Center, Inc. | $14,637,192 | 2023 |
| Rene L. Cote Sons Inc. Retirement Plan | Rene L. Cote Sons, Inc. | $12,422,664 | 2023 |
| Hazen Paper Company Retirement Program | Hazen Paper Company | $11,753,058 | 2023 |
| Westmass Eldercare, Inc. Tax Shelter Retirement Plan | Westmass Eldercare, Inc. | $11,531,858 | 2023 |
| Plumbers And Pipefitters Local 104 H & W | Trustees Of Plumbers And Pipefitters Local 104 H & W Plan | $9,531,234 | 2023 |
| Gpmf Holdings 401k | Gpmf Holdings Inc | $8,955,961 | 2023 |
| Center For School Crisis Intervention And Assessment, Inc. 401(K) Retirement Plan | Center For School Crisis Intervention And Assessment, Inc. | $7,189,024 | 2023 |
| Gary Rome Auto Group 401(K) Profit Sharing Plan | Gary Rome Hyundai | $4,408,036 | 2023 |
| Westside Finishing Co., Inc. Retirement 401(K) Plan | Westside Finishing Company, Inc. | $2,946,743 | 2023 |
| The Holyoke Hospital Pension Plan | Holyoke Medical Center, Inc. | $798,587 | 2023 |
| Mayflower Ventures Inc. Retirement Plan | Mayflower Ventures Inc. | $200,274 | 2023 |
| Valley Green, Inc. Employee Stock Ownership Plan | Valley Green, Inc. | $0 | 2023 |
Largest plans in Holyoke → · Holyoke plans by participants → · Holyoke plans with financial data → · Holyoke plans with provider compensation → · $1B+ plans in Holyoke →
Related Form 5500 pages
- All MA Form 5500 filings
- Iso New England Inc. Supplemental Retirement And Savings Plan (plan 001)
- Iso New England Inc. — all reported plans
- Iso New England Inc. Master Trust (plan 005)
- Iso New England Inc. Retirement Plan (plan 002)
- Plumbers And Pipefitters Local No. 104 Pension Plan (plan 001)
- Plumbers & Pipefitters Local No 104 Union — all reported plans
- Plumbers And Pipefitters Local No. 104 Annuity Fund (plan 003)
- Plumbers And Pipefitters Local No 104 — all reported plans
- Peoplesbank 401(K) Plan (plan 002)
- Peoplesbank — all reported plans
- Retirement Plan For Employees Of The O'Connell Companies, Inc. (plan 017)
- The Oconnell Companies, Inc. — all reported plans
- Holyoke Medical Center, Inc. 403(B) Retirement Plan (plan 002)
- Holyoke Medical Center, Inc. — all reported plans
- Monarch Life Insurance Company Savings Plan (plan 004)
- Monarch Life Insurance Company — all reported plans
- The O'Connell Companies, Inc. 401(K) Plan (plan 027)
- Iso New England, Inc. Health And Welfare Plan (plan 501)
- Peoplesbank Defined Benefit Pension Plan (plan 001)
- Affinity Dental 401-K Retirement Plan (plan 001)
- Affinity Dental — all reported plans
- Holyoke Health Center, Inc. 403(B) Plan (plan 002)
- Holyoke Health Center, Inc. — all reported plans
- Rene L. Cote Sons Inc. Retirement Plan (plan 001)
- Rene L. Cote Sons, Inc. — all reported plans
- Methodology
- Data sources