Lynnfield, 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, Lynnfield, MA has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $446,546,923 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$446,546,923
Total reported liabilities (EOY)
$10,122
Total reported net assets (EOY)
$446,536,801

Contributions & income

Employer contributions
$12,035,077
Participant contributions
$26,440,099
Total income / additions
$107,434,987

Expenses & distributions

Benefits paid / distributions
$46,852,543
Total expenses
$47,345,136
Net increase / (decrease)
$60,089,851

Coverage

Total reported participants
8,416
Plans with financial statements
12
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lynnfield, 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 Lynnfield, MA
PlanSponsorReported assets (EOY)Year
Hp Hood LLC Retirement Savings PlanHp Hood LLC$411,441,0372023
Catamount Management Corporation 401(K) PlanCatamount Management Corporation$13,588,4462023
Mortgage Equity Partners Retirement PlanMortgage Equity Partners, LLC$8,516,6102023
Publishers International Linking Association, Inc. 401(K) Profit Sharing Plan And TrustPublishers International Linking Association, Inc.$6,016,2582023
Astadia Incorporated 401(K) PlanAstadia, Inc.$4,569,0982023
Suburban Campus 401(K) Profit Sharing Plan & TrustSuburban Campus$981,8912023
Gibbs Oil Company Limited Partnership 401(K) PlanGibbs Oil Company Limited Partnership$603,0842023
Sbc Inc 401(K) PlanSbc Inc$355,0982023
M Lane Corp. 401(K) Profit Sharing PlanM Lane Corp.$234,0312023
Herman Martial Arts Incorporated Retirement PlanHerman Martial Arts Incorporated$119,7072023
The Sign Doctor Inc. Retirement PlanThe Sign Doctor Inc.$64,3312023
Klickhr Software, Inc. 401(K) Profit Sharing PlanKlickhr Software, Inc.$57,3322023
Mortgage Equity Partners, LLC Health & Welfare Benefits PlanMortgage Equity Partners, LLCnot reported in the loaded dataset2023
Hp Hood LLC Health And Welfare PlanHp Hood LLCnot reported in the loaded dataset2023

Related Form 5500 pages