Plan5500

Pembroke, 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, Pembroke, MA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $81,393,338 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
7
Latest filing year
2023

What stands out in Pembroke

  • 9 loaded plans hold $81.4M in reported assets across 7 sponsors.
  • The largest, Rsi 401(K) Retirement Savings Plan, holds 56% of reported Pembroke plan assets.
  • Plans cover 3,137 participants — about 349 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$80MSummed across loaded plans$80,006,808
Total reported assets$81.4M$81,393,338
Total reported participants3.1K3,137
Total reported liabilities$1.4M$1,386,530

Reported net position

Reported assets = net assets + liabilities (summed)$81.4M total assets
Net assets$80MLiabilities$1.4M
Contributions & income
Employer contributions$2M
Participant contributions$5.8M
Total income / additions$21.7M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8.2M
Net increase / (decrease)$13.5M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation3 / 9 (33%)

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

Pembroke market comparison

Largest plan share of assets56%Rsi 401(K) Retirement Savings Plan
Participants per plan349Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Pembroke

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

  1. 1
    Rsi 401(K) Retirement Savings Plan$45.4M
    Revenue Solutions, Inc. · 2023
  2. 2
    Nelco Products, Inc. Employee Stock Ownership Plan$23.6M
    Nelco Products Inc. · 2023
  3. 3
    Royal Health Group 401(K) Plan$6.3M
    Mamary, Inc. · 2023
  4. 4
    New England Village, Inc. 403(B) Plan$4.7M
    New England Village, Inc. · 2023
  5. 5
    Sunrise Systems Electronics Co. 401k Plan$1.5M
    Sunrise Systems Electronics Co. Inc. · 2023
  6. 6
    Scituate Family Dentistry, Inc. Profit Sharing Plan$0
    Scituate Family Dentistry, Inc. · 2023
  7. 7
    Cadete Enterprises Employee Benefits Plannot reported in the loaded dataset
    Cadete Enterprises · 2023
  8. 8
    Royal Health Group Health And Welfare Plannot reported in the loaded dataset
    Mamary, Inc. · 2023
  9. 9
    Revenue Solutions, Inc. Welfare Wrap Plannot reported in the loaded dataset
    Revenue Solutions, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pembroke, MA?
9 plan(s) reported by 7 sponsor(s) are loaded for Pembroke, MA.

Related Form 5500 pages