The Bay State Milling Company Retirement Plan — Form 5500 plan (Bay State Milling Company)
Plain-English plan 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, The Bay State Milling Company Retirement Plan is a benefit plan reported by Bay State Milling Company under EIN 41-0141850 and plan number 003. The latest loaded filing year is 2023. The filing reports 777 participants and $80,210,530 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$80.2MPlan net assets, end of year$80,210,530
Participants777Covered participants reported
Assets / participant$103.2KComputed: assets ÷ participants$103,231 (computed)
Provider compensation$47.5K3 Schedule C provider row(s)$47,459
- Plan sponsor
- Bay State Milling Company
- EIN
- 41-0141850
- Plan number
- 003
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 777 | H, C | 20241011121920NAL0012474435001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$80.2M total assets
Net assets$80.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $80,210,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,210,530
- Net assets (BOY)
- $68,282,246
Income & contributions
- Employer contributions
- $2,342,401
- Participant contributions
- $5,794,948
- Total contributions
- $8,506,479
- Total income / additions
- $20,730,408
Expenses & distributions
- Benefits paid
- $8,754,658
- Administrative expenses
- $47,466
- Total expenses
- $8,802,124
- Net increase / (decrease)
- $11,928,284
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | NONE | $32,469 | not reported in the loaded dataset | 2023 |
| Napatree Capital LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $7,490 | $0 | 2023 |