Billerica, 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, Billerica, MA has 59 loaded benefit plan(s) reported by 38 plan sponsor(s), with $2,496,282,407 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
59
Plan sponsors
38
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,496,282,407
Total reported liabilities (EOY)
$2,128,146
Total reported net assets (EOY)
$2,494,154,261

Contributions & income

Employer contributions
$60,497,534
Participant contributions
$113,660,497
Total income / additions
$596,991,685

Expenses & distributions

Benefits paid / distributions
$224,078,479
Total expenses
$226,421,804
Net increase / (decrease)
$370,569,881

Coverage

Total reported participants
31,798
Plans with financial statements
34
Plans with provider compensation
25

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Billerica, 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 Billerica, MA
PlanSponsorReported assets (EOY)Year
Cabot 401(K) PlanCabot Corporation$806,382,4522023
Entegris, Inc. 401k Savings & Profit Sharing PlanEntegris, Inc.$803,965,7702023
Bruker 401(K) PlanBruker Corporation$297,339,0042023
Excelitas Technologies Savings PlanExcelitas Technologies$137,358,3832023
E Ink Corporation 401(K) Savings PlanE Ink Corporation$80,831,1202023
Infovista 401(K) Retirement PlanInfovista Technologies Inc.$68,548,1012023
Johnson, O'Hare Company 401(K) PlanJohnson, O'Hare Company, Inc.$44,110,9072023
Quanterix Corporation 401(K) Profit Sharing Plan And TrustQuanterix Corporation$29,797,8512023
The Dodge Company Savings And Retirement PlanThe Dodge Company, Inc.$24,872,1132023
Belmont Instrument LLC Retirement PlanBelmont Instrument LLC$19,426,1332023
Conformis, Inc.401(K) PlanConformis, Inc.$17,885,1862023
Sterling Employee Savings PlanSterling Corporation$16,859,0432023
Boyle Transportation 401k PlanT.F. Boyle Transportation Inc.$15,388,3902023
Baystate Pools 401(K) PlanBaystate Pool Supplies, Inc.$12,882,5052023
Cambridge Valve & Fitting, Inc. Profit Sharing PlanCambridge Valve & Fitting Inc.$11,338,1712023
Anokiwave Retirement Savings PlanAnokiwave, Inc.$11,201,5962023
C & A Marketing/Zink Holdings 401(K) PlanZink Holdings LLC$11,105,3982023
Dgi Communications, LLC Retirement PlanDgi Communications, LLC$10,441,9442023
Clearmotion, Inc. 401(K) PlanClearmotion, Inc.$10,230,6862023
Aerodyne Research, Inc. Employee Stock Ownership PlanAerodyne Research, Inc.$9,415,0842023
Usi Employee Stock Ownership PlanUsi Holdings, Inc.$7,303,3892023
Maccormack Plumbing Inc 401(K) Profit Sharing Plan & TrustMaccormack Plumbing Inc$7,236,4962023
Boston Semi Equipment LLC 401k Profit Sharing Plan And TrustBoston Semi Equipment LLC$7,029,7242023
Ama Transportation Co., Inc. 401(K) Profit Sharing PlanAma Transportation Co., Inc.$6,913,6472023
Aotco Metal Finishing LLC 401(K) Profit Sharing PlanAotco Metal Finishing LLC$6,640,6242023

Related Form 5500 pages