Everett, 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, Everett, MA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $41,278,820 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Everett, 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.
Everett market comparison
Largest loaded plans in Everett
Bars show each plan's reported end-of-year assets relative to the largest.
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Largest plans in Everett → · Everett plans by participants → · Everett plans with financial data → · Everett plans with provider compensation → · $1B+ plans in Everett →
Related Form 5500 pages
- All MA Form 5500 filings
- Sbera Pension Plan As Adopted By Eagle Bank (plan 001)
- Eagle Bank — all reported plans
- Everett Co-Operative Bank Employee Stock Ownership Plan (plan 001)
- Everett Co-Operative Bank — all reported plans
- The Leavitt Corporation Retirement Plan (plan 002)
- The Leavitt Corporation — all reported plans
- Eric J. Smoller Enterprises, Inc. Retirement Plan (plan 001)
- Eric J. Smoller Enterprises, Inc. — all reported plans
- Lkeohane, Inc. Profit Sharing Plan (plan 001)
- Lkeohane, Inc. — all reported plans
- Kappy'S Retirement And 401(K) Savings Plan (plan 002)
- Everett Management Corporation — all reported plans
- Methodology
- Data sources