Plan5500

Pepperell, 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, Pepperell, MA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $17,742,577 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Pepperell

  • 5 loaded plans hold $17.7M in reported assets across 5 sponsors.
  • The largest, 1a Auto, Inc. 401(K) Profit Sharing Plan & Trust, holds 89% of reported Pepperell plan assets.
  • Plans cover 442 participants — about 88 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.7MSummed across loaded plans$17,733,567
Total reported assets$17.7M$17,742,577
Total reported participants442
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.7M total assets
Net assets$17.7MLiabilities$0
Contributions & income
Employer contributions$667.8K
Participant contributions$1.5M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$582.5K
Total expenses$655.6K
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

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

Pepperell market comparison

Largest plan share of assets89%1a Auto, Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan88Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Pepperell

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

  1. 1
    1a Auto, Inc. 401(K) Profit Sharing Plan & Trust$15.8M
    1a Auto, Inc. · 2023
  2. 2
    Assessment Services, Inc. 401(K) Plan$985.8K
    Assessment Services, Inc. · 2023
  3. 3
    Quartet Technology Inc 401(K) Profit Sharing Plan & Trust$895.4K
    Quartet Technology Inc · 2023
  4. 4
    Nursing Liaisons Inc Profit Sharing Plan$16.9K
    Nursing Liaisons Inc Profit Sharing Plan · 2023
  5. 5
    The Debland Group, Inc. 401k Profit Sharing Plan$9K
    The Debland Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pepperell, MA?
5 plan(s) reported by 5 sponsor(s) are loaded for Pepperell, MA.

Related Form 5500 pages