Haverhill, 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, Haverhill, MA has 24 loaded benefit plan(s) reported by 19 plan sponsor(s), with $147,553,548 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $147,553,548
- Total reported liabilities (EOY)
- $6
- Total reported net assets (EOY)
- $132,176,405
Contributions & income
- Employer contributions
- $1,503,615
- Participant contributions
- $7,165,916
- Total income / additions
- $29,183,478
Expenses & distributions
- Benefits paid / distributions
- $13,513,050
- Total expenses
- $13,909,038
- Net increase / (decrease)
- $15,274,440
Coverage
- Total reported participants
- 7,259
- Plans with financial statements
- 18
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Haverhill, 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 |
|---|---|---|---|
| Whittier Employee Resources Inc. 401(K) Plan | Whittier Employee Resources Inc. | $34,995,261 | 2023 |
| Sbera Pension Plan As Adopted By Pentucket Bank | Pentucket Bank | $21,597,567 | 2023 |
| The Society For The Preservation Of New England An Defined Contribution Retirement Plan | The Society For The Preservation Of New England Antiquities | $17,536,665 | 2023 |
| Sbera 401(K) Plan As Adopted By Pentucket Bank | Pentucket Bank | $15,377,137 | 2023 |
| Landmark Health Solutions Savings Plan | Landmark Management Solutions LLC | $12,346,769 | 2023 |
| Hans Kissle Company 401(K) Profit Sharing Plan | Hans Kissle Company, LLC | $11,661,380 | 2023 |
| Community Action, Inc. Tax Sheltered Annuity Plan | Community Action, Inc. | $9,130,917 | 2023 |
| Joseph'S Gourmet Pasta Company 401(K) Plan | Joseph'S Gourmet Pasta Company | $6,019,770 | 2023 |
| Jaffarians Service, Inc. Profit-Sharing Plan | Jaffarians Service, Inc. | $4,312,020 | 2023 |
| Merrimac Industrial Sales, Inc. New Comparability 401(K) Profit Sharing Plan | Merrimac Industrial Sales, Inc. | $4,187,421 | 2023 |
| Gare, Inc. 401(K) Profit Sharing Plan | Gare, Inc. | $3,738,177 | 2023 |
| Cabot Coach Builders, Inc. 401(K) Profit Sharing Plan | Cabot Coach Builders, Inc. | $3,079,495 | 2023 |
| Home Care Specialists, Inc. 401(K) Profit Sharing Plan | Home Care Specialists, Inc. | $2,662,014 | 2023 |
| Choice Fitness 401(K) Plan | Sls Fitness, Inc. | $398,118 | 2023 |
| Blinn, Farrell Retirement Plan | Blinn, Farrell & Co | $236,507 | 2023 |
| Valley Custom Window Fashions, Inc. 401(K) Profit Sharing Plan | Valley Custom Window Fashions, Inc. | $221,565 | 2023 |
| Zapco Industries, Inc. Retirement Plan | Zapco Industries, Inc. | $52,765 | 2023 |
| Glenn P. Kimball, M.D. Profit Sharing Plan | Glenn P. Kimball M.D. | $0 | 2023 |
| Joseph'S Gourmet Pasta Company Welfare Benefit | Joseph'S Gourmet Pasta Company | not reported in the loaded dataset | 2023 |
| Dipietro Home Energy Solutions Plan | Dipietro Home Energy Solutions | not reported in the loaded dataset | 2023 |
| Whittier Employee Resources, Inc. Welfare Benefit Plan | Whittier Employee Resources, Inc. | not reported in the loaded dataset | 2023 |
| Magellan Aerospace Usa Benefit Plan | Magellan Aerospace Usa | not reported in the loaded dataset | 2023 |
| Hans Kissle Company, LLC Welfare Benefit Plan | Hans Kissle Company, LLC | not reported in the loaded dataset | 2023 |
| Landmark Management Solutions, LLC Welfare Benefit Plan | Landmark Management Solutions, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Haverhill → · Haverhill plans by participants → · Haverhill plans with financial data → · Haverhill plans with provider compensation → · $1B+ plans in Haverhill →
Related Form 5500 pages
- All MA Form 5500 filings
- Whittier Employee Resources Inc. 401(K) Plan (plan 001)
- Whittier Employee Resources Inc. — all reported plans
- Sbera Pension Plan As Adopted By Pentucket Bank (plan 001)
- Pentucket Bank — all reported plans
- The Society For The Preservation Of New England An Defined Contribution Retirement Plan (plan 001)
- The Society For The Preservation Of New England Antiquities — all reported plans
- Sbera 401(K) Plan As Adopted By Pentucket Bank (plan 002)
- Landmark Health Solutions Savings Plan (plan 001)
- Landmark Management Solutions LLC — all reported plans
- Hans Kissle Company 401(K) Profit Sharing Plan (plan 001)
- Hans Kissle Company, LLC — all reported plans
- Community Action, Inc. Tax Sheltered Annuity Plan (plan 008)
- Community Action, Inc. — all reported plans
- Joseph'S Gourmet Pasta Company 401(K) Plan (plan 001)
- Joseph'S Gourmet Pasta Company — all reported plans
- Jaffarians Service, Inc. Profit-Sharing Plan (plan 001)
- Jaffarians Service, Inc. — all reported plans
- Merrimac Industrial Sales, Inc. New Comparability 401(K) Profit Sharing Plan (plan 001)
- Merrimac Industrial Sales, Inc. — all reported plans
- Gare, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gare, Inc. — all reported plans
- Cabot Coach Builders, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cabot Coach Builders, Inc. — all reported plans
- Home Care Specialists, Inc. 401(K) Profit Sharing Plan (plan 005)
- Home Care Specialists, Inc. — all reported plans
- Choice Fitness 401(K) Plan (plan 001)
- Sls Fitness, Inc. — all reported plans
- Blinn, Farrell Retirement Plan (plan 001)
- Blinn, Farrell & Co — all reported plans
- Methodology
- Data sources