Dorchester, 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, Dorchester, MA has 30 loaded benefit plan(s) reported by 22 plan sponsor(s), with $3,956,209,563 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,956,209,563
- Total reported liabilities (EOY)
- $66,664,584
- Total reported net assets (EOY)
- $3,893,650,659
Contributions & income
- Employer contributions
- $368,999,115
- Participant contributions
- $13,907,697
- Total income / additions
- $803,401,512
Expenses & distributions
- Benefits paid / distributions
- $368,612,333
- Total expenses
- $390,746,111
- Net increase / (decrease)
- $412,655,401
Coverage
- Total reported participants
- 42,450
- Plans with financial statements
- 22
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dorchester, 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 |
|---|---|---|---|
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | $901,736,197 | 2023 |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union No.537 | $738,806,728 | 2023 |
| Iron Workers District Council Of New England Pension Fund | Board Of Trustees Iron Workers | $640,064,040 | 2023 |
| Sheet Metal Workers Local 17 Annuity Income Fund | Sheet Metal Workers Local No. 17 Annuity Income Fund | $616,742,666 | 2023 |
| Iron Workers District Council Of New England Annuity Fund | Board Of Trustees Iron Workers | $566,828,471 | 2023 |
| Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan | Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund | $143,658,646 | 2023 |
| Sheet Metal Workers Local Union No. 17 Insurance Fund | Sheet Metal Workers Local Union No. 17 Insurance Fund | $117,678,714 | 2023 |
| Pipefitters Union Local No. 537 Health And Welfare Fund | Pipefitters Union Local No. 537 | $87,102,089 | 2023 |
| Iron Workers District Council Of New England Health And Welfare Fund | Board Of Trustees Iron Workers | $74,582,190 | 2023 |
| Dothouse Health 403(B) Retirement Plan | Dothouse Health | $14,366,343 | 2023 |
| Codman Square Health Center 403(B) Pension Plan | Codman Square Health Center, Inc. | $14,314,021 | 2023 |
| Work, Inc. 403(B) Plan | Work, Inc. | $7,586,173 | 2023 |
| Compass Tax Deferred Annuity Plan | Community Providers Of Adolescent Services, Inc. D/B/A Compass | $6,452,210 | 2023 |
| Iron Workers District Council Of New England Staff Retirement Plan | Board Of Trustees Iron Workers | $5,923,598 | 2023 |
| United Prosthetics, Inc 401(K) Profit Sharing Plan & Trust | United Prosthetics, Inc. | $5,669,246 | 2023 |
| The Epiphany School 401(K) Plan | The Epiphany School, Inc. | $4,522,303 | 2023 |
| Pipefitters Union Local 537 Vacation Fund | Pipefitters Union Local #537 - Vacation Fund | $3,001,729 | 2023 |
| Compass Retirement Plan | Community Providers Of Adolescent Services, Inc. D/B/A Compass | $2,777,021 | 2023 |
| Boston Plasterers' & Cement Masons' Local 534 Supplemental Unemployment Benefit Fund | Boston Plasterer'S & Cement Masons Supplemental Unemployment Ben Plan | $2,732,522 | 2023 |
| Work, Inc. Profit Sharing Plan | Work, Inc. | $1,574,671 | 2023 |
| Nael Associates, Inc. Retirement Plan | Nael Associates, Inc. | $89,985 | 2023 |
| Renair, Inc. Retirement Plan | Renair, Inc. | $0 | 2023 |
| Work, Inc. Life & Ad&D Plan | Work, Inc. | not reported in the loaded dataset | 2023 |
| Dothouse Health, Inc. Cafeteria Plan | Dothouse Health, Inc. | not reported in the loaded dataset | 2023 |
| Upham'S Corner Health Committee, Inc. Welfare Benefit Plan | Uphams Corner Health Committee, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Dorchester → · Dorchester plans by participants → · Dorchester plans with financial data → · Dorchester plans with provider compensation → · $1B+ plans in Dorchester →
Related Form 5500 pages
- All MA Form 5500 filings
- Pipefitters Union Local No. 537 Pension Fund (plan 001)
- Pipe & Refrigeration Fitters Local 537 — all reported plans
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (plan 002)
- Pipefitters Local Union No.537 — all reported plans
- Iron Workers District Council Of New England Pension Fund (plan 001)
- Board Of Trustees Iron Workers — all reported plans
- Sheet Metal Workers Local 17 Annuity Income Fund (plan 003)
- Sheet Metal Workers Local No. 17 Annuity Income Fund — all reported plans
- Iron Workers District Council Of New England Annuity Fund (plan 001)
- Board Of Trustees Iron Workers — all reported plans
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan (plan 001)
- Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund — all reported plans
- Sheet Metal Workers Local Union No. 17 Insurance Fund (plan 501)
- Sheet Metal Workers Local Union No. 17 Insurance Fund — all reported plans
- Pipefitters Union Local No. 537 Health And Welfare Fund (plan 501)
- Pipefitters Union Local No. 537 — all reported plans
- Iron Workers District Council Of New England Health And Welfare Fund (plan 501)
- Board Of Trustees Iron Workers — all reported plans
- Dothouse Health 403(B) Retirement Plan (plan 001)
- Dothouse Health — all reported plans
- Codman Square Health Center 403(B) Pension Plan (plan 001)
- Codman Square Health Center, Inc. — all reported plans
- Work, Inc. 403(B) Plan (plan 002)
- Work, Inc. — all reported plans
- Compass Tax Deferred Annuity Plan (plan 001)
- Community Providers Of Adolescent Services, Inc. D/B/A Compass — all reported plans
- Iron Workers District Council Of New England Staff Retirement Plan (plan 001)
- Board Of Trustees Iron Workers — all reported plans
- United Prosthetics, Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- United Prosthetics, Inc. — all reported plans
- Methodology
- Data sources