Littleton, 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, Littleton, MA has 31 loaded benefit plan(s) reported by 20 plan sponsor(s), with $358,574,724 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
31
Plan sponsors
20
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$358,574,724
Total reported liabilities (EOY)
$10,883,547
Total reported net assets (EOY)
$347,691,177

Contributions & income

Employer contributions
$15,363,138
Participant contributions
$17,230,673
Total income / additions
$83,576,863

Expenses & distributions

Benefits paid / distributions
$37,486,438
Total expenses
$38,313,909
Net increase / (decrease)
$45,262,954

Coverage

Total reported participants
8,237
Plans with financial statements
19
Plans with provider compensation
13

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Littleton, 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 Littleton, MA
PlanSponsorReported assets (EOY)Year
Middlesex Corporation Retirement Savings PlanThe Middlesex Corporation$102,656,0932023
Tuv Rheinland 401(K) Profit Sharing PlanTuv Rheinland Of North America, Inc.$49,207,3962023
Hanscom Federal Credit Union 401(K) Plan & TrustHanscom Federal Credit Union$41,422,4912023
Workers Federal Credit Union 401(K) Retirement PlanWorkers Federal Credit Union$41,025,1512023
Diamond Antenna And Microwave Corporation Employee Stock OwnershipDiamond Antenna And Microwave Corporation$22,613,4902023
Colonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc.$19,869,1372023
Fiba Tech 401(K) Profit Sharing PlanFiba Technologies, Inc.$19,848,2192023
Mevion Medical Systems Inc. 401(K) Profit Sharing PlanMevion Medical Systems Inc.$16,837,8002023
Dover Saddlery, Inc. 401(K) Profit Sharing PlanDover Saddlery, Inc.$9,925,5762023
Donelan'S Savings & Investment PlanDonelan'S Supermarkets, Inc.$7,923,2772023
Concord Lumber Corp. Employee Stock Ownership Plan & TrustConcord Lumber Corporation$7,045,9882023
Concord Building And Design Center 401(K) PlanConcord Lumber Corporation$6,943,5432023
Brattan Industries 401(K) Retirement PlanBrattan Industries Incorporated$6,503,9182023
Vivaproducts, Inc. 401(K) Profit Sharing PlanVivaproducts, Inc.$3,078,0292023
Lambda Research Corporation 401(K) PlanLambda Research Corp$1,217,5612023
206 Great Rd Corp. Retirement Plan206 Great Rd Corp.$938,4702023
B & A Business Development, Inc. 401(K) Profit Sharing PlanB & A Business Development, Inc.$773,5472023
Sajawi Corporation 401(K) PlanSajawi Corporation$724,4832023
Lifestyle Evolution, Inc. 401 (K) PlanLifestyle Evolution Inc$20,5552023
The Middlesex Corporation Employee Benefits PlanThe Middlesex Corporationnot reported in the loaded dataset2023
Brattan Industries, Inc. Employee Benefits PlanBrattan Industries, Incnot reported in the loaded dataset2023
Concord Lumber Corporation Welfare Benefit PlanConcord Lumber Corporationnot reported in the loaded dataset2023
Mevion Medical Systems, Inc. Medical PlanMevion Medical Systems, Inc.not reported in the loaded dataset2023
Fiba Technologies, IncFiba Technologies, Incnot reported in the loaded dataset2023
Mevion Medical Systems, Inc. Life And Disability PlanMevion Medical Systems, Inc.not reported in the loaded dataset2023

Related Form 5500 pages