Falmouth, ME 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, Falmouth, ME has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $6,519,286,630 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,519,286,630
- Total reported liabilities (EOY)
- $582,025
- Total reported net assets (EOY)
- $6,518,704,605
Contributions & income
- Employer contributions
- $169,937,280
- Participant contributions
- $204,771,215
- Total income / additions
- $1,281,641,793
Expenses & distributions
- Benefits paid / distributions
- $357,115,927
- Total expenses
- $362,810,169
- Net increase / (decrease)
- $918,831,624
Coverage
- Total reported participants
- 125,204
- Plans with financial statements
- 13
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Falmouth, ME 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 |
|---|---|---|---|
| Td 401(K) Retirement Plan | Td Bank Us Holding Company | $4,942,173,822 | 2023 |
| Legacy Chrysler Financial Employee Pension Plan | Td Bank Us Holding Company | $545,964,991 | 2023 |
| Chrysler Financial Defined Benefit Plan Retirement Master Trust | Td Bank Us Holding Company | $545,941,644 | 2023 |
| Td Banknorth Inc. Pension Plan | Td Bank Us Holding Company | $437,094,691 | 2023 |
| Southworth International Group, Inc. 401k | Southworth International Group, Inc. | $19,147,730 | 2023 |
| Lucas Tree 401(K) Plan | John Lucas Tree Expert Co. | $14,904,925 | 2023 |
| Sea Coast/Oceanview Retirement Plan | Ocean View Management Company | $4,594,468 | 2023 |
| Northern Data Systems, Inc. 401(K) Plan And Trust | Northern Data Systems, Inc. | $2,626,538 | 2023 |
| Hastings Enterprises, Inc. 401(K) Plan | Hastings Enterprises, Inc. | $2,108,937 | 2023 |
| Dow Wealth Management 401(K) Profit Sharing Plan & Trust | Dow Wealth Management | $2,077,338 | 2023 |
| The Wolak Group 401(K) Plan | Syracuse Foodservice Group, Inc. | $1,650,259 | 2023 |
| Nelson Rarities Inc. Revised & Restated Profit Sharing Plan & Trust | Nelson Rarities, Inc. | $906,588 | 2023 |
| Mmk Family Investments, Inc. 401(K) Plan | Mmk Family Investments, Inc. | $94,699 | 2023 |
| Oceanview Management Company Health & Welfare Plan | Oceanview Management Company | not reported in the loaded dataset | 2023 |
| Lucas Tree Experts Welfare Benefit Plan | John Lucas Tree Expert Company, Inc. | not reported in the loaded dataset | 2023 |
| Td Retiree Health & Welfare Plan | Td Bank, N.A. | not reported in the loaded dataset | 2023 |
| Td Active Employee Health & Welfare Plan | Td Bank, N.A. | not reported in the loaded dataset | 2023 |
| Severance Plan For Employees Of Td Bank, N.A. & Its Subsidiaries & Td Bank Usa, N.A. | Td Bank | not reported in the loaded dataset | 2023 |
| Wolak Management Group LLC Employee Benefits Plan | Wolak Management Group LLC | not reported in the loaded dataset | 2023 |
Largest plans in Falmouth → · Falmouth plans by participants → · Falmouth plans with financial data → · Falmouth plans with provider compensation → · $1B+ plans in Falmouth →
Related Form 5500 pages
- All ME Form 5500 filings
- Td 401(K) Retirement Plan (plan 003)
- Td Bank Us Holding Company — all reported plans
- Legacy Chrysler Financial Employee Pension Plan (plan 002)
- Chrysler Financial Defined Benefit Plan Retirement Master Trust (plan 006)
- Td Banknorth Inc. Pension Plan (plan 001)
- Southworth International Group, Inc. 401k (plan 003)
- Southworth International Group, Inc. — all reported plans
- Lucas Tree 401(K) Plan (plan 001)
- John Lucas Tree Expert Co. — all reported plans
- Sea Coast/Oceanview Retirement Plan (plan 001)
- Ocean View Management Company — all reported plans
- Northern Data Systems, Inc. 401(K) Plan And Trust (plan 001)
- Northern Data Systems, Inc. — all reported plans
- Hastings Enterprises, Inc. 401(K) Plan (plan 001)
- Hastings Enterprises, Inc. — all reported plans
- Dow Wealth Management 401(K) Profit Sharing Plan & Trust (plan 001)
- Dow Wealth Management — all reported plans
- The Wolak Group 401(K) Plan (plan 001)
- Syracuse Foodservice Group, Inc. — all reported plans
- Nelson Rarities Inc. Revised & Restated Profit Sharing Plan & Trust (plan 001)
- Nelson Rarities, Inc. — all reported plans
- Mmk Family Investments, Inc. 401(K) Plan (plan 001)
- Mmk Family Investments, Inc. — all reported plans
- Oceanview Management Company Health & Welfare Plan (plan 501)
- Lucas Tree Experts Welfare Benefit Plan (plan 507)
- Methodology
- Data sources