Lee, 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, Lee, MA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $34,103,785 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $34,103,785
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $34,103,785
Contributions & income
- Employer contributions
- $1,060,501
- Participant contributions
- $2,040,047
- Total income / additions
- $10,026,193
Expenses & distributions
- Benefits paid / distributions
- $1,920,036
- Total expenses
- $1,932,171
- Net increase / (decrease)
- $8,094,022
Coverage
- Total reported participants
- 1,020
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lee, 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 |
|---|---|---|---|
| Lee Bank 401(K) Plan | Lee Bank | $16,125,701 | 2023 |
| Berkshire Sterile Manufacturing 401k Retirement Plan | Berkshire Sterile Manufacturing, | $5,157,974 | 2023 |
| Sbera Pension Plan As Adopted By Lee Bank | Lee Bank | $4,573,768 | 2023 |
| College Internship Program, Inc. Profit Sharing Plan | College Internship Program, Inc. | $3,743,442 | 2023 |
| Garden Management Inc. Retirement Plan | Garden Management Inc. | $2,151,653 | 2023 |
| Bes Hospitality, Inc. 401(K) Plan | Bes Hospitality, Inc. | $1,148,215 | 2023 |
| Endless Equilibrium Hingham Retirement Plan | Endless Equilibrium Hingham, Inc. | $697,588 | 2023 |
| Cpi 401(K) Plan | Canna Provisions Inc. | $505,444 | 2023 |
| Berkshire Sterile Manufacturing, Inc Welfare Benefit Plan | Berkshire Sterile Manufacturing, Inc | not reported in the loaded dataset | 2023 |
| Canna Provisions, Inc. Welfare Benefit Plan | Canna Provisions, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lee → · Lee plans by participants → · Lee plans with financial data → · Lee plans with provider compensation → · $1B+ plans in Lee →
Related Form 5500 pages
- All MA Form 5500 filings
- Lee Bank 401(K) Plan (plan 002)
- Lee Bank — all reported plans
- Berkshire Sterile Manufacturing 401k Retirement Plan (plan 001)
- Berkshire Sterile Manufacturing, — all reported plans
- Sbera Pension Plan As Adopted By Lee Bank (plan 001)
- College Internship Program, Inc. Profit Sharing Plan (plan 001)
- College Internship Program, Inc. — all reported plans
- Garden Management Inc. Retirement Plan (plan 001)
- Garden Management Inc. — all reported plans
- Bes Hospitality, Inc. 401(K) Plan (plan 002)
- Bes Hospitality, Inc. — all reported plans
- Endless Equilibrium Hingham Retirement Plan (plan 001)
- Endless Equilibrium Hingham, Inc. — all reported plans
- Cpi 401(K) Plan (plan 001)
- Canna Provisions Inc. — all reported plans
- Berkshire Sterile Manufacturing, Inc Welfare Benefit Plan (plan 501)
- Canna Provisions, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources