Elder Services Of Worcester Area — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Elder Services Of Worcester Area (EIN 04-2545221) is a plan sponsor located in Worcester, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2545221
Location
Worcester, MA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Elder Services Of Worcester Area

  • 3 loaded plans hold $14.4M in reported assets.
  • The largest, 403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 652 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,438,178
Total reported assets$14.4M$14,438,178
Total reported participants652
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.4M total assets
Net assets$14.4MLiabilities$0
Contributions & income
Employer contributions$478.5K
Participant contributions$607.8K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$417.1K
Total expenses$418.2K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc.
Participants per plan217Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 385 participants · 2023
  2. 2
    Plan #501 · 167 participants · 2023
  3. 3
    Elder Services Of Worcester Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Elder Services Of Worcester Area. Open one for its full reported snapshot.

  1. 2023
    Group Life Insurance Plan Of Elder Services Of Worcester Area, Inc.167 participants · 2No schedules
    View filing →
  2. 2023
    Elder Services Of Worcester Health And Welfare Plan100 participants · 2No schedules
    View filing →
  3. 2023
    403(B) Thrift Plan Of Elder Services Of Worcester Area, Inc.385 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Elder Services Of Worcester Area report on Form 5500?
Elder Services Of Worcester Area (EIN 04-2545221) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Elder Services Of Worcester Area?
The Employer Identification Number (EIN) reported for Elder Services Of Worcester Area is 04-2545221.
What is the latest Form 5500 filing year for Elder Services Of Worcester Area?
The latest loaded Form 5500 filing year for Elder Services Of Worcester Area is 2023.

Related Form 5500 pages