Southbridge, 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, Southbridge, MA has 16 loaded benefit plan(s) reported by 7 plan sponsor(s), with $117,751,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$117,751,540
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$117,751,540

Contributions & income

Employer contributions
$3,415,756
Participant contributions
$3,006,396
Total income / additions
$26,366,996

Expenses & distributions

Benefits paid / distributions
$15,459,739
Total expenses
$15,631,258
Net increase / (decrease)
$10,735,738

Coverage

Total reported participants
1,842
Plans with financial statements
8
Plans with provider compensation
4

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

Largest loaded plans in Southbridge, MA
PlanSponsorReported assets (EOY)Year
Affinity Group, Inc. Retirement PlanAffinity Group, Inc.$43,416,1032023
Cornerstone Bank 401(K) PlanCornerstone Bank$29,481,5072023
The Hyde Group Employee Profit Sharing And 401(K) PlanHyde Group, Inc.$22,611,9242023
Sbera Pension Plan As Adopted By Spencer Savings BankCornerstone Bank$15,399,7992023
A & M Tool & Die Co Inc Employees Savings PlanA & M Tool & Die Co., Inc.$4,216,4772023
Stonebridge Press, Inc. 401(K) Profit Sharing Plan And TrustStonebridge Press, Inc.$1,583,4642023
K&K Thermoforming LLC Profit Sharing/401k PlanK&K Thermoforming, LLC$1,042,2662023
Sbera Pension Plan As Adopted By Southbridge Savings BankCornerstone Bank$02023
Center Of Hope Foundation, Inc. Health And Welfare Benefits PlanCenter Of Hope Foundation, Inc.not reported in the loaded dataset2023
Group Life PlanHyde Group Incnot reported in the loaded dataset2023
Affinity Group, Inc. Consolidated Welfare Benefit PlanAffinity Group, Inc.not reported in the loaded dataset2023
Cornerstone Bank Health Welfare PlanCornerstone Banknot reported in the loaded dataset2023
Hyde Group Inc Ltd PlanHyde Group Incnot reported in the loaded dataset2023
Hyde Group Employer Sponsored Fringe Benefit PlanHyde Group Incnot reported in the loaded dataset2023
Hyde Group Inc Employee Health PlanHyde Group Incnot reported in the loaded dataset2023
Hyde Group Inc Employee Dental PlanHyde Group Inc Employee Denatl Plannot reported in the loaded dataset2023

Related Form 5500 pages