Acton, 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, Acton, MA has 33 loaded benefit plan(s) reported by 25 plan sponsor(s), with $494,335,499 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
33
Plan sponsors
25
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$494,335,499
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$499,080,353

Contributions & income

Employer contributions
$14,525,935
Participant contributions
$42,160,274
Total income / additions
$143,006,492

Expenses & distributions

Benefits paid / distributions
$38,852,489
Total expenses
$39,997,172
Net increase / (decrease)
$103,009,320

Coverage

Total reported participants
11,690
Plans with financial statements
22
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Acton, 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 Acton, MA
PlanSponsorReported assets (EOY)Year
Insulet Corporation 401(K) Profit Sharing PlanInsulet Corporation$192,228,3782023
The Haartz Corporation 401(K) And Profit Sharing PlanThe Haartz Corporation$116,489,1692023
Apps Associates LLC 401(K) PlanApps Associates LLC$46,457,5842023
Acton Medical Associates, P.C. 401(K) Profit Sharing PlanActon Medical Associates, P.C.$37,939,8902023
Apderm Management LLC 401(K) Profit Sharing PlanApderm Management LLC$30,822,0542023
Rex Lumber Company 401(K) Savings & Security PlanRex Lumber Company$22,867,1042023
Psychemedics Corporation 401(K) PlanPsychemedics Corporation$13,013,7052023
The Paper Store 401(K) PlanTps Group Holdings LLC$7,967,8602023
Erikson Grain Mill Inc Profit Sharing PlanErikson Grain Mill, Inc.$7,700,1102023
Hydro-Environmental Technologies 401(K) PlanHydro-Environmental Technologies, Inc.$5,786,0652023
Onyx Corporation 401(K) PlanOnyx Corporation$4,717,2902023
Acton Management, Inc. 401(K) Profit Sharing PlanActon Management, Inc.$4,217,6762023
Strategic Retirement Plan Consultants, Inc. Retirement PlanStrategic Retirement Plan Consultants, Inc.$1,219,5082023
Acton Family Dental Care Inc 401(K) PlanActon Family Dental Care Inc$885,5872023
Harsip & Stuart, P.C. 401(K) PlanHarsip & Stuart, P.C.$710,1652023
Lns Enterprises, Inc. 401(K) Profit Sharing PlanLns Enterprises, Inc.$655,1672023
Crossroads Management Holdings, Inc. 401(K) PlanCrossroads Management Holdings, Inc.$390,9832023
Everything Zen Inc. 401(K) PlanEverything Zen Inc.$145,7122023
Bog & Aug Enterprise Inc. Retirement PlanBog & Aug Enterprise Inc.$121,4922023
Geocomp 401(K) Profit Sharing PlanGeocomp, Inc.$02023
Ked Resources, Inc. Retirement PlanKed Resources, Inc.$02023
Azimuth Networks, Inc. 401k PlanAzimuth Networks, Inc.$02023
Apps Associates, LLC Group Benefits PlanApps Associates, LLCnot reported in the loaded dataset2023
Rex Lumber Welfare Benefit PlanRex Lumber Companynot reported in the loaded dataset2023
Geocomp Welfare Benefits PlanGeocomp, Inc.not reported in the loaded dataset2023

Related Form 5500 pages