Sutton, 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, Sutton, MA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $36,771,638 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
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,771,638
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$36,779,071

Contributions & income

Employer contributions
$916,217
Participant contributions
$2,039,133
Total income / additions
$8,644,781

Expenses & distributions

Benefits paid / distributions
$1,666,753
Total expenses
$1,694,993
Net increase / (decrease)
$6,949,788

Coverage

Total reported participants
2,524
Plans with financial statements
6
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sutton, 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 Sutton, MA
PlanSponsorReported assets (EOY)Year
Un1f1ed2 Global Packaging Group 401(K) Profit Sharing Plan And TrustUn1f1ed2 Global Packaging Group$32,255,0742023
Dacar, Inc. Retirement PlanDacar, Inc.$2,410,8372023
Newfslobber Enterprises, Inc. 401(K) Profit Sharing PlanNewfslobber Enterprises, Inc.$1,458,9572023
Bbz Ventures, Inc. Retirement PlanBbz Ventures, Inc.$389,8982023
Putnam Hill Partners Inc. Retirement PlanPutnam Hill Partners Inc.$216,4832023
Clm Holdings, Inc. 401(K) PlanClm Holdings, Inc.$40,3892023
Unified2 Global Packaging Group LLC Ancillary PlanUnified2 Global Packaging Group LLCnot reported in the loaded dataset2023
Unified2 Global Packaging Group LLC Medical PlanUnified2 Global Packaging Group LLC Medical Plannot reported in the loaded dataset2023
Polyvinyl Films, Inc. Welfare Benefits PlanPolyvinyl Films, Inc.not reported in the loaded dataset2023

Related Form 5500 pages