Chelmsford, 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, Chelmsford, MA has 41 loaded benefit plan(s) reported by 31 plan sponsor(s), with $1,225,548,747 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
41
Plan sponsors
31
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,225,548,747
Total reported liabilities (EOY)
$40,539
Total reported net assets (EOY)
$1,223,177,093

Contributions & income

Employer contributions
$38,472,086
Participant contributions
$72,336,535
Total income / additions
$305,666,102

Expenses & distributions

Benefits paid / distributions
$104,147,677
Total expenses
$106,547,318
Net increase / (decrease)
$199,118,784

Coverage

Total reported participants
40,641
Plans with financial statements
31
Plans with provider compensation
13

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chelmsford, 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 Chelmsford, MA
PlanSponsorReported assets (EOY)Year
Zoll Medical Corporation Employee Savings PlanZoll Medical Corporation$648,443,6762023
Brooks Automation Us, LLC. 401(K) PlanBrooks Automation Us, LLC.$169,912,4152023
Harte Hanks Investment PlusHarte-Hanks, Inc.$143,240,3882023
Harte Hanks, Inc. Pension Plan IHarte Hanks, Inc.$76,578,6572023
Axis Communications, Inc. 401(K) PlanAxis Communications, Inc.$49,938,9652023
Harte Hanks, Inc. Pension Plan IiHarte Hanks, Inc.$27,871,5972023
Iracing.Com 401k Tax Deferred Savings PlanIracing.Com Motorsport Simulations, LLC$19,532,4372023
Triton Systems, Inc. Savings PlanTriton Systems , Inc.$18,765,6972023
Walsh Engineering Services, Inc. 401(K) Profit Sharing PlanWalsh Engineering Services, Inc.$12,891,5362023
Columbia Care, Inc. 401(K) PlanColumbia Care, Inc.$10,853,3222023
By Appointment Only 401k PlanBy Appointment Only$10,024,0002023
Datacon, Inc. Retirement Savings PlanDatacon, Inc.$8,490,9822023
Lamarche Associates, Inc. 401(K) PlanLamarche Associates, Inc.$4,716,1752023
Watermark Environmental, Incorporated Employees Savings TrustWatermark Environmental, Incorporated$4,093,7652023
Patriot Ambulance Inc. 401(K) Profit Sharing Plan & TrustPatriot Ambulance Inc.$3,914,5022023
Chelmsford Pediatrics LLC 401(K) Profit Sharing Plan & TrustChelmsford Pediatrics LLC$3,836,9632023
Accutronics, LLC. 401(K) PlanAccutronics, LLC$3,748,9152023
Asperatus, LLC 401kAsperatus, LLC$2,331,1152023
Advanced Technology Marketing Inc. 401(K) PlanAdvanced Technology Marketing Inc.$2,318,2752023
403(B) Thrift Plan For Incompass Human Services, Inc.Incompass Human Services, Inc.$1,481,0312023
Turri Group Retirement PlanTurri Group, Inc.$624,9862023
Red Mill Graphics Inc. 401k PlanRed Mill Graphics, Inc$533,3122023
M&M Swim, Inc. 401(K) PlanM&M Swim, Inc.$347,7382023
Eller Solutions Inc 401(K) PlanEller Solutions Inc$295,8992023
Flexible Fit Staffing, Inc. Retirement PlanFlexible Fit Staffing, Inc.$212,6922023

Related Form 5500 pages