Walpole, 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, Walpole, MA has 15 loaded benefit plan(s) reported by 12 plan sponsor(s), with $87,499,079 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $87,499,079
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $87,499,079
Contributions & income
- Employer contributions
- $2,020,555
- Participant contributions
- $7,994,134
- Total income / additions
- $24,155,189
Expenses & distributions
- Benefits paid / distributions
- $4,626,872
- Total expenses
- $4,789,754
- Net increase / (decrease)
- $19,365,435
Coverage
- Total reported participants
- 3,815
- Plans with financial statements
- 11
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walpole, 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 |
|---|---|---|---|
| S.M. Lorusso & Sons, Inc. 401(K) Plan | S.M. Lorusso & Sons, Inc. | $23,483,957 | 2023 |
| Thrasio 401(K) Plan | Thrasio, LLC | $21,792,181 | 2023 |
| Sbera Pension Plan As Adopted By Walpole Co-Operative Bank | Walpole Co-Operative Bank | $11,116,400 | 2023 |
| League School Of Greater Boston, Inc. 403(B) Plan | League School Of Greater Boston, Inc | $10,874,696 | 2023 |
| Tufts Veterinary Emergency Treatment & Specialties 401(K) Plan | Tufts Veterinary Emergency Treatment Services | $9,018,243 | 2023 |
| Connollys 401(K) Retirement Plan | Michael J. Connolly & Sons, Inc. | $4,951,806 | 2023 |
| Walpole Area Visiting Nurse Association 403(B) Retirement Plan | Walpole Area Visiting Nurse Association, Inc. | $4,222,230 | 2023 |
| Rob Barletta'S Hockey School, Inc. 401(K) Plan | Rob Barletta'S Hockey School, Inc. | $1,248,146 | 2023 |
| Jrp Management, Inc. | Jrp Management, Inc. | $456,174 | 2023 |
| Kelly Equipment Inc. Profit Sharing Plan | Kelly Equipment Inc. | $335,246 | 2023 |
| Giftware Design Partners, Inc. 401(K) Plan | Giftware Design Partners, Inc. | $0 | 2023 |
| Thrasio Us Severance Benefit Plan | Thrasio, LLC | not reported in the loaded dataset | 2023 |
| League School For Autism, Inc. Welfare Benefit Plan | League School For Autism, Inc. | not reported in the loaded dataset | 2023 |
| Thrasio, LLC Employee Health And Welfare Benefits Plan | Thrasio, LLC | not reported in the loaded dataset | 2023 |
| Visiting Nurse Associations Of New England | Visiting Nurse Associations Of New England | not reported in the loaded dataset | 2023 |
Largest plans in Walpole → · Walpole plans by participants → · Walpole plans with financial data → · Walpole plans with provider compensation → · $1B+ plans in Walpole →
Related Form 5500 pages
- All MA Form 5500 filings
- S.M. Lorusso & Sons, Inc. 401(K) Plan (plan 001)
- S.M. Lorusso & Sons, Inc. — all reported plans
- Thrasio 401(K) Plan (plan 001)
- Thrasio, LLC — all reported plans
- Sbera Pension Plan As Adopted By Walpole Co-Operative Bank (plan 002)
- Walpole Co-Operative Bank — all reported plans
- League School Of Greater Boston, Inc. 403(B) Plan (plan 001)
- League School Of Greater Boston, Inc — all reported plans
- Tufts Veterinary Emergency Treatment & Specialties 401(K) Plan (plan 001)
- Tufts Veterinary Emergency Treatment Services — all reported plans
- Connollys 401(K) Retirement Plan (plan 001)
- Michael J. Connolly & Sons, Inc. — all reported plans
- Walpole Area Visiting Nurse Association 403(B) Retirement Plan (plan 001)
- Walpole Area Visiting Nurse Association, Inc. — all reported plans
- Rob Barletta'S Hockey School, Inc. 401(K) Plan (plan 001)
- Rob Barletta'S Hockey School, Inc. — all reported plans
- Jrp Management, Inc. (plan 001)
- Jrp Management, Inc. — all reported plans
- Kelly Equipment Inc. Profit Sharing Plan (plan 001)
- Kelly Equipment Inc. — all reported plans
- Giftware Design Partners, Inc. 401(K) Plan (plan 001)
- Giftware Design Partners, Inc. — all reported plans
- Thrasio Us Severance Benefit Plan (plan 502)
- League School For Autism, Inc. Welfare Benefit Plan (plan 501)
- Thrasio, LLC Employee Health And Welfare Benefits Plan (plan 501)
- Visiting Nurse Associations Of New England (plan 001)
- Visiting Nurse Associations Of New England — all reported plans
- Methodology
- Data sources