Ipswich, 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, Ipswich, MA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $463,226,700 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

What stands out in Ipswich

  • 10 loaded plans hold $463.2M in reported assets across 6 sponsors.
  • The largest, New England Biolabs, Inc. Non-Voting Stock Ownership Plan, holds 43% of reported Ipswich plan assets.
  • Plans cover 2,614 participants — about 261 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$463.2MSummed across loaded plans$463,226,700
Total reported assets$463.2M$463,226,700
Total reported participants2.6K2,614
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$463.2M total assets
Net assets$463.2MLiabilities$0
Contributions & income
Employer contributions$4.6M
Participant contributions$8.6M
Total income / additions$285.3M
Expenses & distributions
Benefits paid / distributions$50.2M
Total expenses$53.3M
Net increase / (decrease)$232M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ipswich, 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.

Computed from loaded plans

Ipswich market comparison

Largest plan share of assets43%New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Participants per plan261Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Ipswich

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    New England Biolabs, Inc. · 2023
  2. 2
    New England Biolabs, Inc. · 2023
  3. 3
    New England Biolabs, Inc. · 2023
  4. 4
    Ipswich Shellfish Company, Inc. · 2023
  5. 5
    Little Enterprises, Inc. · 2023
  6. 6
    Vertical Solutions , Inc. · 2023
  7. 7
    The Mcdavitt Group Ltd · 2023
  8. 8
    Hvv Massachusetts Inc. Employee Benefits Plannot reported in the loaded dataset
    Hvv Massachusetts Inc. · 2023
  9. 9
    Ipswich Shellfish Company, Inc. · 2023
  10. 10
    New England Biolabs, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ipswich, MA?
10 plan(s) reported by 6 sponsor(s) are loaded for Ipswich, MA.

Related Form 5500 pages