Norton, 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, Norton, MA has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $334,616,017 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $334,616,017
- Total reported liabilities (EOY)
- $87,257
- Total reported net assets (EOY)
- $334,528,760
Contributions & income
- Employer contributions
- $4,585,188
- Participant contributions
- $9,132,849
- Total income / additions
- $66,855,156
Expenses & distributions
- Benefits paid / distributions
- $23,867,197
- Total expenses
- $24,472,326
- Net increase / (decrease)
- $42,382,830
Coverage
- Total reported participants
- 4,693
- Plans with financial statements
- 10
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norton, 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 |
|---|---|---|---|
| Wheaton College Retirement Plan | Wheaton College | $199,452,904 | 2023 |
| Hbc Employees Trust | Horizon Beverage Company | $62,523,121 | 2023 |
| Yale Appliance 401(K) Profit Sharing Plan And Trust | Yale Appliance | $19,098,706 | 2023 |
| Horizon Beverage Co., Inc. 401k Retirement Plan | Horizon Beverage Company, Inc. | $18,808,479 | 2023 |
| Bernie & Phyl'S Furniture Retirement Plan | Convertible Castle, Inc. Dba Bernie & Phyl'S Furni | $15,695,093 | 2023 |
| International Ice Cream Corporation 401(K) Plan | International Ice Cream Corporation | $6,792,706 | 2023 |
| Cps Technologies Corporation 401k Profit Sharing Plan & Trust | Cps Technologies Corporation | $6,519,033 | 2023 |
| Cemservices, Inc. 401(K) Plan | Cemservices, Inc. | $3,334,674 | 2023 |
| Scharman South Shore Mosquito Swatter, Inc. 401(K) Profit Sharing Plan | Scharman South Shore Mosquito Swatter, Inc. | $1,298,458 | 2023 |
| Outlaw Audio, LLC 401(K) Profit Sharing Plan | Outlaw Audio, LLC | $1,092,843 | 2023 |
| Bernie And Phyl'S Furniture Health And Welfare Plan | Convertible Castle, Inc. Dba Bernie And Phyl'S | not reported in the loaded dataset | 2023 |
| International Ice Cream Corp. Medical & Dental Plan | New England Ice Cream Corp. | not reported in the loaded dataset | 2023 |
| Wheaton College Consolidated Health And Welfare Plan | Wheaton College | not reported in the loaded dataset | 2023 |
| Horizon Beverage Company, Inc. Health And Welfare Benefits | Horizon Beverage Company | not reported in the loaded dataset | 2023 |
Largest plans in Norton → · Norton plans by participants → · Norton plans with financial data → · Norton plans with provider compensation → · $1B+ plans in Norton →
Related Form 5500 pages
- All MA Form 5500 filings
- Wheaton College Retirement Plan (plan 001)
- Wheaton College — all reported plans
- Hbc Employees Trust (plan 001)
- Horizon Beverage Company — all reported plans
- Yale Appliance 401(K) Profit Sharing Plan And Trust (plan 001)
- Yale Appliance — all reported plans
- Horizon Beverage Co., Inc. 401k Retirement Plan (plan 002)
- Bernie & Phyl'S Furniture Retirement Plan (plan 001)
- Convertible Castle, Inc. Dba Bernie & Phyl'S Furni — all reported plans
- International Ice Cream Corporation 401(K) Plan (plan 001)
- International Ice Cream Corporation — all reported plans
- Cps Technologies Corporation 401k Profit Sharing Plan & Trust (plan 002)
- Cps Technologies Corporation — all reported plans
- Cemservices, Inc. 401(K) Plan (plan 001)
- Cemservices, Inc. — all reported plans
- Scharman South Shore Mosquito Swatter, Inc. 401(K) Profit Sharing Plan (plan 001)
- Scharman South Shore Mosquito Swatter, Inc. — all reported plans
- Outlaw Audio, LLC 401(K) Profit Sharing Plan (plan 001)
- Outlaw Audio, LLC — all reported plans
- Bernie And Phyl'S Furniture Health And Welfare Plan (plan 501)
- International Ice Cream Corp. Medical & Dental Plan (plan 502)
- Wheaton College Consolidated Health And Welfare Plan (plan 501)
- Horizon Beverage Company, Inc. Health And Welfare Benefits (plan 501)
- Methodology
- Data sources