North Adams, 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, North Adams, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $52,097,043 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $52,097,043
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $52,097,043
Contributions & income
- Employer contributions
- $1,838,127
- Participant contributions
- $1,438,401
- Total income / additions
- $12,023,139
Expenses & distributions
- Benefits paid / distributions
- $4,508,978
- Total expenses
- $4,718,287
- Net increase / (decrease)
- $7,304,852
Coverage
- Total reported participants
- 784
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Adams, 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 |
|---|---|---|---|
| Mountainone Financial, Inc 401(K) Plan | Mountainone Financial, Inc | $25,089,076 | 2023 |
| Mountainone Financial, Inc. Pension Plan | Mountainone Financial, Inc. | $23,845,703 | 2023 |
| Bfair 403(B) Plan | Berkshire Family And Individual Resources, Inc. | $3,162,264 | 2023 |
| Mountainone Life And Ltd Plan | Mountainone Financial Partners | not reported in the loaded dataset | 2023 |
Largest plans in North Adams → · North Adams plans by participants → · North Adams plans with financial data → · North Adams plans with provider compensation → · $1B+ plans in North Adams →
Related Form 5500 pages
- All MA Form 5500 filings
- Mountainone Financial, Inc 401(K) Plan (plan 002)
- Mountainone Financial, Inc — all reported plans
- Mountainone Financial, Inc. Pension Plan (plan 001)
- Mountainone Financial, Inc. — all reported plans
- Bfair 403(B) Plan (plan 002)
- Berkshire Family And Individual Resources, Inc. — all reported plans
- Mountainone Life And Ltd Plan (plan 501)
- Methodology
- Data sources