Gloucester, 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, Gloucester, MA has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $213,273,014 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $213,273,014
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $213,273,014
Contributions & income
- Employer contributions
- $4,102,651
- Participant contributions
- $5,332,975
- Total income / additions
- $34,169,236
Expenses & distributions
- Benefits paid / distributions
- $21,674,399
- Total expenses
- $22,039,434
- Net increase / (decrease)
- $12,129,802
Coverage
- Total reported participants
- 2,033
- Plans with financial statements
- 10
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Gloucester, 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 |
|---|---|---|---|
| Savings Plan For Salaried Employees Of Gorton'S | Gorton'S Inc. | $91,666,696 | 2023 |
| Gorton'S Retirement Plan | Gorton'S Inc. | $58,603,926 | 2023 |
| Sbera Pension Plan As Adopted By Cape Ann Savings Bank | Cape Ann Savings Bank | $14,696,867 | 2023 |
| Bamboo Rose, LLC 401(K) Plan | Bamboo Rose, LLC | $13,992,901 | 2023 |
| Sbera 401(K) Plan As Adopted By Cape Ann Savings | Cape Ann Savings Bank | $11,079,111 | 2023 |
| Savings Plan For Union Employees Of Gorton'S | Gorton'S Inc. | $10,728,301 | 2023 |
| Bomco, Inc. 401(K) Plan | Bomco, Inc. | $9,627,901 | 2023 |
| Cometeer, Inc. 401(K) Plan | Cometeer, Inc. | $2,190,360 | 2023 |
| Green Dryclean L3, Inc. Retirement Plan | Green Dryclean L3, Inc. | $502,557 | 2023 |
| Enkin Family Dental, Pllc 401(K) Profit Sharing Plan | Enkin Family Dental, Pllc | $184,394 | 2023 |
| Gortons Union Welfare Benefit Plan | Gortons Inc. | not reported in the loaded dataset | 2023 |
| Gortons Salaried Welfare Benefit Plan | Gortons Inc. | not reported in the loaded dataset | 2023 |
| Pathways For Children Health And Welfare Plan | Pathways For Children, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Gloucester → · Gloucester plans by participants → · Gloucester plans with financial data → · Gloucester plans with provider compensation → · $1B+ plans in Gloucester →
Related Form 5500 pages
- All MA Form 5500 filings
- Savings Plan For Salaried Employees Of Gorton'S (plan 003)
- Gorton'S Inc. — all reported plans
- Gorton'S Retirement Plan (plan 002)
- Sbera Pension Plan As Adopted By Cape Ann Savings Bank (plan 001)
- Cape Ann Savings Bank — all reported plans
- Bamboo Rose, LLC 401(K) Plan (plan 001)
- Bamboo Rose, LLC — all reported plans
- Sbera 401(K) Plan As Adopted By Cape Ann Savings (plan 002)
- Savings Plan For Union Employees Of Gorton'S (plan 001)
- Bomco, Inc. 401(K) Plan (plan 001)
- Bomco, Inc. — all reported plans
- Cometeer, Inc. 401(K) Plan (plan 001)
- Cometeer, Inc. — all reported plans
- Green Dryclean L3, Inc. Retirement Plan (plan 001)
- Green Dryclean L3, Inc. — all reported plans
- Enkin Family Dental, Pllc 401(K) Profit Sharing Plan (plan 001)
- Enkin Family Dental, Pllc — all reported plans
- Gortons Union Welfare Benefit Plan (plan 502)
- Gortons Salaried Welfare Benefit Plan (plan 501)
- Pathways For Children Health And Welfare Plan (plan 502)
- Pathways For Children, Inc. — all reported plans
- Methodology
- Data sources