Methuen, 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, Methuen, MA has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $116,010,010 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$116,010,010
Total reported liabilities (EOY)
$1,289
Total reported net assets (EOY)
$116,008,721

Contributions & income

Employer contributions
$2,435,159
Participant contributions
$6,319,975
Total income / additions
$25,740,670

Expenses & distributions

Benefits paid / distributions
$8,559,423
Total expenses
$8,980,149
Net increase / (decrease)
$16,760,521

Coverage

Total reported participants
4,254
Plans with financial statements
12
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Methuen, 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 Methuen, MA
PlanSponsorReported assets (EOY)Year
Greater Lawrence Family Health Center 403(B) PlanGreater Lawrence Family Health Center, Inc.$49,037,7312023
St. Ann'S Home, Inc. Retirement PlanSt. Ann'S Home, Inc.$28,459,7322023
Metalcrafters, Inc. 401(K) Profit Sharing PlanMetalcrafters,Inc.$11,840,2002023
Dental Health Professionals, P.C. New Comparability 401(K) Profit Sharing PlanDental Health Professionals, P.C.$6,268,1642023
Cafua Management 401(K) Savings PlanCafua Management Company LLC$5,608,6252023
Pediatric Professional Associates, P.C. New Comparability 401(K) Profit Sharing PlanPediatric Professional Associates, P.C.$4,786,2352023
Hassey & Hassey Dental Associates Profit Sharing PlanHassey Dental Associates, Pc$4,516,6052023
Henry C. Nevins Home Inc.403(B) PlanHenry C. Nevins Home Inc.$2,807,9902023
Pest End, Inc. 401(K) Profit Sharing Plan And TrustPest End, Inc.$1,222,2052023
Pleasant Dental Center Inc 401(K) Profit Sharing Plan & TrustPleasant Dental Center Inc$896,5722023
Senior Care Solutions Corp. Profit Sharing PlanSenior Care Solutions Corp.$550,0812023
Triskele Ventures 401kTriskele Ventures Inc.$15,8702023
Cafua Management Company LLC Health & Welfare Benefits PlanCafua Management Company LLCnot reported in the loaded dataset2023
Comfort Home Care, LLC Health And Welfare PlanComfort Home Care, LLCnot reported in the loaded dataset2023
Employee Benefit Plan Of Greater Lawrence Family Health CenterGreater Lawrence Family Health Centernot reported in the loaded dataset2023
Century Box CompanyCentury Box Company Aka Gooby Industries Corp.not reported in the loaded dataset2023
St. Ann'S Home Health And Welfare PlanSt. Anns Home, Inc.not reported in the loaded dataset2023
Henry C. Nevins Home Welfare Benefit PlanHenry C Nevins Home, Inc.not reported in the loaded dataset2023

Related Form 5500 pages