Lexington, 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, Lexington, MA has 70 loaded benefit plan(s) reported by 54 plan sponsor(s), with $662,861,696 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
70
Plan sponsors
54
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$662,861,696
Total reported liabilities (EOY)
$2,357,118
Total reported net assets (EOY)
$660,504,578

Contributions & income

Employer contributions
$19,166,360
Participant contributions
$49,094,310
Total income / additions
$183,926,126

Expenses & distributions

Benefits paid / distributions
$58,222,995
Total expenses
$59,313,446
Net increase / (decrease)
$124,612,680

Coverage

Total reported participants
13,897
Plans with financial statements
49
Plans with provider compensation
20

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

Largest loaded plans in Lexington, MA
PlanSponsorReported assets (EOY)Year
Mimecast North America, Inc. 401(K) PlanMimecast North America, Inc.$70,028,9862023
Quantech Services, Inc. 401k Profit Sharing Plan And TrustQuantech Services, Inc.$49,663,7362023
Ibasis, Inc. 401(K) Retirement PlanIbasis, Inc.$46,568,2542023
Agenus Inc. 401k Retirement PlanAgenus Inc.$42,860,8172023
Lexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, Inc.$37,500,6872023
Eliot Community Human Services, Inc. 401(K) PlanEliot Community Human Services, Inc.$35,677,1402023
Evans Griffiths & Hart, Inc. Profit Sharing And 401(K) Plan And TrustEvans Griffiths & Hart, Inc.$29,610,7462023
Tiax LLC 401(K) PlanTiax LLC$29,502,6952023
Kiniksa Pharmaceuticals 401(K) PlanKiniksa Pharmaceuticals Corp.$27,920,0652023
Partner Therapeutics 401(K) PlanPartner Therapeutics, Inc.$26,728,1002023
Wilson Farm Profit Sharing And 401(K) Savings PlanWilson Farm, Inc.$23,034,2622023
Curis, Inc. 401(K) PlanCuris, Inc.$18,673,9242023
Uniqure, Inc. 401(K) PlanUniqure, Inc.$18,598,3722023
Voyager Therapeutics Inc. 401(K) PlanVoyager Therapeutics Inc.$18,159,4052023
Brookhaven At Lexington 403(B) PlanBrookhaven At Lexington$18,038,6732023
Cotting School 401(K) Retirement PlanCotting School, Inc.$17,374,1682023
Valo Health Retirement Saving PlanValo Health Inc.$13,028,7122023
Greenlight Biosciences Inc 401(K) Retirement PlanGreenlight Biosciences Inc$12,335,0672023
Nardella & Taylor PlanNardella & Taylor, Llp$12,061,9562023
Ovitas Inc. 401(K) Profit Sharing Plan And TrustOvitas Inc.$10,403,0672023
Supreme Council, N.M.J. Retirement PlanSupreme Council, 33', N.M.J., U.S.A.$9,715,8642023
T2 Biosystems, Inc 401k Profit Sharing Plan And TrustT2 Biosystems, Inc$9,377,9442023
Wte Corporation 401(K) PlanWte Corporation$9,154,5342023
Vanu, Inc. 401k PlanVanu, Inc.$8,459,2742023
Strata Pathology Services, Inc. 401(K) PlanStrata Pathology Services, Inc.$7,813,4972023

Related Form 5500 pages