Medway, 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, Medway, MA has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $1,984,064,624 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,984,064,624
- Total reported liabilities (EOY)
- $40,173,986
- Total reported net assets (EOY)
- $1,943,890,638
Contributions & income
- Employer contributions
- $173,639,882
- Participant contributions
- $11,864,001
- Total income / additions
- $400,676,833
Expenses & distributions
- Benefits paid / distributions
- $170,826,756
- Total expenses
- $178,343,948
- Net increase / (decrease)
- $222,332,885
Coverage
- Total reported participants
- 21,803
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Medway, 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 |
|---|---|---|---|
| International Union Of Operating Engineers Local 4 Pension Fund | Board Of Trustees I.U.O.E. Local 4 Pension Fund | $1,181,414,351 | 2023 |
| International Union Of Operating Engineers Local 4 Annuity | Board Of Trustees I.U.O.E. Local 4 Annuity Fund | $655,088,870 | 2023 |
| Iuoe Local 4 Health And Welfare Fund | Board Of Trustees Iuoe Local 4 Health And Welfare Fund | $137,189,231 | 2023 |
| Spencer Technologies, Inc. 401(K) And Profit Sharing Plan | Spencer Technologies, Inc. | $9,958,347 | 2023 |
| Barton Business Services, Inc. 401(K) Plan | Barton Business Services, Inc. | $237,625 | 2023 |
| Fraclose Enterprises, Inc. 401(K) Plan | Fraclose Enterprises, Inc. | $176,200 | 2023 |
| Spencer Technologies, Inc. Health And Welfare Benefits Plan | Spencer Technologies, Inc. | not reported in the loaded dataset | 2023 |
| Hoisting & Portable Engineers Group Insurance | International Union Of Operating Engineers Local 4 | not reported in the loaded dataset | 2023 |
Largest plans in Medway → · Medway plans by participants → · Medway plans with financial data → · Medway plans with provider compensation → · $1B+ plans in Medway →
Related Form 5500 pages
- All MA Form 5500 filings
- International Union Of Operating Engineers Local 4 Pension Fund (plan 001)
- Board Of Trustees I.U.O.E. Local 4 Pension Fund — all reported plans
- International Union Of Operating Engineers Local 4 Annuity (plan 002)
- Board Of Trustees I.U.O.E. Local 4 Annuity Fund — all reported plans
- Iuoe Local 4 Health And Welfare Fund (plan 501)
- Board Of Trustees Iuoe Local 4 Health And Welfare Fund — all reported plans
- Spencer Technologies, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Spencer Technologies, Inc. — all reported plans
- Barton Business Services, Inc. 401(K) Plan (plan 001)
- Barton Business Services, Inc. — all reported plans
- Fraclose Enterprises, Inc. 401(K) Plan (plan 001)
- Fraclose Enterprises, Inc. — all reported plans
- Spencer Technologies, Inc. Health And Welfare Benefits Plan (plan 502)
- Hoisting & Portable Engineers Group Insurance (plan 502)
- International Union Of Operating Engineers Local 4 — all reported plans
- Methodology
- Data sources