Plan5500

Kingston, 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, Kingston, MA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $225,623,715 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Kingston

  • 4 loaded plans hold $225.6M in reported assets across 3 sponsors.
  • The largest, Sheehan Family Companies Employee Savings Plan, holds 100% of reported Kingston plan assets.
  • Plans cover 3,627 participants — about 907 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$225.2MSummed across loaded plans$225,160,256
Total reported assets$225.6M$225,623,715
Total reported participants3.6K3,627
Total reported liabilities$463.5K$463,459

Reported net position

Reported assets = net assets + liabilities (summed)$225.6M total assets
Net assets$225.2MLiabilities$463.5K
Contributions & income
Employer contributions$9.3M
Participant contributions$9.2M
Total income / additions$48.5M
Expenses & distributions
Benefits paid / distributions$11.3M
Total expenses$11.5M
Net increase / (decrease)$37M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Kingston market comparison

Largest plan share of assets100%Sheehan Family Companies Employee Savings Plan
Participants per plan907Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Kingston

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

  1. 1
    Sheehan Family Companies Employee Savings Plan$225.6M
    L. Knife & Son, Inc. · 2023
  2. 2
    Next Up Apparel Corp. 401(K) Plan$38.7K
    Next Up Apparel Corp. · 2023
  3. 3
    L. Knife & Son, Inc. Employee Benefits Plannot reported in the loaded dataset
    L. Knife & Son, Inc. · 2023
  4. 4
    Nec Groups, LLC Group Health Plannot reported in the loaded dataset
    Nec Group, LLC · 2023

Largest plans in Kingston → · Kingston plans by participants → · Kingston plans with financial data → · Kingston plans with provider compensation → · $1B+ plans in Kingston →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kingston, MA?
4 plan(s) reported by 3 sponsor(s) are loaded for Kingston, MA.

Related Form 5500 pages