Middleborough, 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, Middleborough, MA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,086,012 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,086,012
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $2,442,325
Contributions & income
- Employer contributions
- $29,002
- Participant contributions
- $1,271,778
- Total income / additions
- $5,755,046
Expenses & distributions
- Benefits paid / distributions
- $49,384,490
- Total expenses
- $49,472,148
- Net increase / (decrease)
- -$43,717,102
Coverage
- Total reported participants
- 1,847
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middleborough, 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 |
|---|---|---|---|
| F.L. Chamberlain School Retirement Plan | Frederic L. Chamberlain Center, Inc. | $1,378,260 | 2023 |
| The Country Press, Inc. Employee Profit Sharing Plan | The Country Press, Inc. | $707,752 | 2023 |
| Christmas Tree Shops 401(K) Savings Plan | Christmas Tree Shops | $0 | 2023 |
Largest plans in Middleborough → · Middleborough plans by participants → · Middleborough plans with financial data → · Middleborough plans with provider compensation → · $1B+ plans in Middleborough →
Related Form 5500 pages
- All MA Form 5500 filings
- F.L. Chamberlain School Retirement Plan (plan 001)
- Frederic L. Chamberlain Center, Inc. — all reported plans
- The Country Press, Inc. Employee Profit Sharing Plan (plan 001)
- The Country Press, Inc. — all reported plans
- Christmas Tree Shops 401(K) Savings Plan (plan 001)
- Christmas Tree Shops — all reported plans
- Methodology
- Data sources