Plan5500

Longmeadow, 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, Longmeadow, MA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $66,769,341 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Longmeadow

  • 9 loaded plans hold $66.8M in reported assets across 8 sponsors.
  • The largest, Bay Path University 403(B) Retirement Plan, holds 89% of reported Longmeadow plan assets.
  • Plans cover 2,410 participants — about 268 per plan.
  • 78% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.8MSummed across loaded plans$66,769,341
Total reported assets$66.8M$66,769,341
Total reported participants2.4K2,410
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$66.8M total assets
Net assets$66.8MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$1.9M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$9.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation2 / 9 (22%)

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

Longmeadow market comparison

Largest plan share of assets89%Bay Path University 403(B) Retirement Plan
Participants per plan268Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Longmeadow

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

  1. 1
    Bay Path University 403(B) Retirement Plan$59.4M
    Bay Path University · 2023
  2. 2
    Glenmeadow, Inc. 403(B) Retirement Plan$6.9M
    Glenmeadow, Inc. · 2023
  3. 3
    Lawnwood Enterprises, Inc. 401k Profit Sharing Plan$143.9K
    Lawnwood Enterprises, Inc. · 2023
  4. 4
    Nubeco Retirement Plan$97.4K
    Nubeco, Corp. · 2023
  5. 5
    Sedom, Inc 401k Profit Sharing Plan$89.3K
    Sedom, Inc · 2023
  6. 6
    M Bernstein Insurance Agency, Inc. 401k Profit Sharing Plan$79.9K
    M Bernstein Insurance Agency, Inc. · 2023
  7. 7
    Woodlawn Enterprises, Inc. 401k Profit Sharing Plan$53K
    Woodlawn Enterprises, Inc. · 2023
  8. 8
    Bay Path University Group Benefit Plannot reported in the loaded dataset
    Bay Path University · 2023
  9. 9
    Bay Path University Group Benefit Plannot reported in the loaded dataset
    Bay Path University · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Longmeadow, MA?
9 plan(s) reported by 8 sponsor(s) are loaded for Longmeadow, MA.

Related Form 5500 pages