Chestnut Hill, 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, Chestnut Hill, MA has 22 loaded benefit plan(s) reported by 14 plan sponsor(s), with $1,439,349,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,439,349,670
- Total reported liabilities (EOY)
- $6,500
- Total reported net assets (EOY)
- $1,439,343,170
Contributions & income
- Employer contributions
- $36,575,027
- Participant contributions
- $16,568,157
- Total income / additions
- $270,879,501
Expenses & distributions
- Benefits paid / distributions
- $67,291,313
- Total expenses
- $67,675,227
- Net increase / (decrease)
- $203,204,274
Coverage
- Total reported participants
- 16,603
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chestnut Hill, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Boston College 401(K) Retirement Plan I | Trustees Of Boston College | $706,204,629 | 2023 |
| The Boston College 401(K) Retirement Plan Ii | Trustees Of Boston College | $504,089,138 | 2023 |
| Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan | Beaver Country Day School, Inc. | $45,506,194 | 2023 |
| Ws Asset Management, Inc. 401(K) And Profit Sharing Plan | Ws Asset Management, Inc. | $44,578,814 | 2023 |
| Chestnut Hill Realty Corp. 401k Plan | Chestnut Hill Realty Corp. | $37,731,338 | 2023 |
| Skincare Physicians, Inc. 401(K) Profit Sharing Plan | Skincare Physicians, Inc. | $26,099,146 | 2023 |
| Brimmer And May School Retirement Plan | Brimmer And May School | $21,902,187 | 2023 |
| The Country Club 401(K) Plan | The Country Club | $16,994,321 | 2023 |
| New England Ob-Gyn Associates, Inc. Profit Sharing Retirement Plan | New England Ob-Gyn Associates, Inc. | $16,979,630 | 2023 |
| Falmouth Glass & Mirror Co. 401(K) Saving Plan | Falmouth Glass And Mirror Co., Inc. | $6,189,648 | 2023 |
| Longwood Cricket Club 401(K) Plan | Longwood Cricket Club | $5,736,715 | 2023 |
| Chestnut Hill Benevolent Association Employee Savings Plan | Chestnut Hill Benevolent Association | $3,684,821 | 2023 |
| Wingate Sales Associates, Inc. 401(K) Profit Shari | Wingate Sales Associates LLC | $3,513,483 | 2023 |
| Cbt Management LLC 401(K) Profit Sharing Plan & Trust | Cbt Management LLC | $139,606 | 2023 |
| New England Podiatry Associates, P.C. 401(K) Plan | New England Podiatry Associates, P.C. | $0 | 2023 |
| Chestnut Hill Realty Welfare Benefit Plan | Chestnut Hill Realty | not reported in the loaded dataset | 2023 |
| Group Legal Services Plan | Trustees Of Boston College | not reported in the loaded dataset | 2023 |
| Ws Asset Management, Inc Welfare Benefit Plan | Ws Asset Management, Inc | not reported in the loaded dataset | 2023 |
| Boston College Flexible Spending Account Plan | Trustees Of Boston College | not reported in the loaded dataset | 2023 |
| Boston College Group Benefits Plan | Trustees Of Boston College | not reported in the loaded dataset | 2023 |
| Brimmer And May Life & Disability Plan | Brimmer And May School | not reported in the loaded dataset | 2023 |
| The Country Club Health And Welfare Benefits Plan | The Country Club | not reported in the loaded dataset | 2023 |
Largest plans in Chestnut Hill → · Chestnut Hill plans by participants → · Chestnut Hill plans with financial data → · Chestnut Hill plans with provider compensation → · $1B+ plans in Chestnut Hill →
Related Form 5500 pages
- All MA Form 5500 filings
- The Boston College 401(K) Retirement Plan I (plan 001)
- Trustees Of Boston College — all reported plans
- The Boston College 401(K) Retirement Plan Ii (plan 002)
- Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan (plan 001)
- Beaver Country Day School, Inc. — all reported plans
- Ws Asset Management, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Ws Asset Management, Inc. — all reported plans
- Chestnut Hill Realty Corp. 401k Plan (plan 001)
- Chestnut Hill Realty Corp. — all reported plans
- Skincare Physicians, Inc. 401(K) Profit Sharing Plan (plan 001)
- Skincare Physicians, Inc. — all reported plans
- Brimmer And May School Retirement Plan (plan 001)
- Brimmer And May School — all reported plans
- The Country Club 401(K) Plan (plan 003)
- The Country Club — all reported plans
- New England Ob-Gyn Associates, Inc. Profit Sharing Retirement Plan (plan 001)
- New England Ob-Gyn Associates, Inc. — all reported plans
- Falmouth Glass & Mirror Co. 401(K) Saving Plan (plan 001)
- Falmouth Glass And Mirror Co., Inc. — all reported plans
- Longwood Cricket Club 401(K) Plan (plan 002)
- Longwood Cricket Club — all reported plans
- Chestnut Hill Benevolent Association Employee Savings Plan (plan 003)
- Chestnut Hill Benevolent Association — all reported plans
- Wingate Sales Associates, Inc. 401(K) Profit Shari (plan 001)
- Wingate Sales Associates LLC — all reported plans
- Cbt Management LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Cbt Management LLC — all reported plans
- New England Podiatry Associates, P.C. 401(K) Plan (plan 001)
- New England Podiatry Associates, P.C. — all reported plans
- Methodology
- Data sources