Beford, 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, Beford, MA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $20,876,023 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,876,023
Total reported net assets (EOY)
$20,876,023

Contributions & income

Employer contributions
$625,035
Participant contributions
$3,307,882
Total income / additions
$8,080,780

Expenses & distributions

Benefits paid / distributions
$1,898,216
Total expenses
$1,981,810
Net increase / (decrease)
$6,098,970

Coverage

Total reported participants
377
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beford, 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 Beford, MA
PlanSponsorReported assets (EOY)Year
Ocular Therapeutix, Inc. Employee Retirement PlanOcular Therapeutix, Inc.$20,876,0232023

Related Form 5500 pages