Bedford, 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, Bedford, MA has 60 loaded benefit plan(s) reported by 35 plan sponsor(s), with $9,774,064,921 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
60
Plan sponsors
35
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,774,064,921
Total reported liabilities (EOY)
$9,361,783
Total reported net assets (EOY)
$9,764,703,138

Contributions & income

Employer contributions
$328,504,410
Participant contributions
$330,715,728
Total income / additions
$2,186,400,842

Expenses & distributions

Benefits paid / distributions
$905,300,098
Total expenses
$915,793,733
Net increase / (decrease)
$1,270,607,109

Coverage

Total reported participants
89,617
Plans with financial statements
36
Plans with provider compensation
31

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bedford, 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 Bedford, MA
PlanSponsorReported assets (EOY)Year
The Mitre Corporation Tax Sheltered Annuity PlanThe Mitre Corporation$4,700,618,2552023
The Mitre Corporation Qualified Retirement PlanThe Mitre Corporation$2,564,495,0462023
Instrumentation Laboratory Savings PlanInstrumentation Laboratory$462,127,6072023
The F.W. Webb Company Savings & Profit Sharing PlanF.W. Webb Company$430,847,6092023
Aspentech 401(K) Savings PlanAspentech Corporation$386,479,6062023
Progress Software Corporation 401(K) PlanProgress Software Corporation$353,825,4192023
Irobot Fund For The Future 401(K) PlanIrobot Corporation$185,194,0152023
Novanta Corporation 401(K) PlanNovanta Corporation$161,814,1132023
Novanta Ati 401(K) PlanNovanta Corporation$88,887,3242023
Conres Smart Retire PlanContinental Resources, Inc.$78,666,9362023
Mitre Corporation Health Care PlanThe Mitre Corporation$63,153,2792023
Anika Therapeutics, Inc. 401(K) PlanAnika Therapeutics, Inc.$35,678,9282023
Medica Corporation 401(K) Retirement PlanMedica Corporation$29,552,1042023
New England Life Flight, Inc. Dba Boston Medflight 401(K) PlanNew England Life Flight, Inc. Dba Boston Medflight$27,879,1192023
Aware Employee 401(K) Savings PlanAware, Inc.$27,860,4922023
Enterprisedb Corporation 401(K) PlanEnterprisedb Corporation$22,044,1312023
Diversified Technologies 401(K) PlanDiversified Technologies, Inc.$22,003,4822023
Logixhealth, Inc 401k PlanLogixhealth, Inc$18,543,8912023
Carleton-Willard Homes, Inc. Retirement PlanCarleton-Willard Homes, Inc.$17,861,6152023
Instrumentation Laboratory Retirement PlanInstrumentation Laboratory$15,253,5542023
Oxford Biomedica Solutions 401(K) PlanOxford Biomedica Solutions$10,681,8022023
Stoke Therapeutics, Inc. 401(K) Retirement PlanStoke Therapeutics, Inc.$9,897,9062023
Homology Medicines, Inc. 401(K) PlanHomology Medicine, Inc.$8,314,0622023
401(K) Profit Sharing Plan For Employees Of The Edinburg Center, Inc.The Edinburg Center, Inc.$7,702,3552023
Cubicpv, Inc.Cubicpv, Inc.$7,382,1022023

Related Form 5500 pages