Middleton, 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, Middleton, MA has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $76,211,404 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $76,211,404
- Total reported liabilities (EOY)
- $17,020,193
- Total reported net assets (EOY)
- $59,191,211
Contributions & income
- Employer contributions
- $4,406,444
- Participant contributions
- $2,165,962
- Total income / additions
- $21,144,541
Expenses & distributions
- Benefits paid / distributions
- $1,706,733
- Total expenses
- $2,073,135
- Net increase / (decrease)
- $19,071,406
Coverage
- Total reported participants
- 1,180
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middleton, 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 |
|---|---|---|---|
| N.E.L. Corporation Money Purchase Pension Plan | N.E.L. Corporation | $37,201,851 | 2023 |
| Csl International Ltd. 401(K) Plan | Csl International Ltd. | $10,461,057 | 2023 |
| Middleton Family Medicine Urgent Care, LLC 401(K) Plan | Middleton Family Medicine Urgent Care, LLC | $8,419,281 | 2023 |
| Regal Fabrics Inc. 401(K) Profit Sharing Plan | Regal Fabrics Inc. | $5,482,039 | 2023 |
| Lfi 401(K) Plan | Lab Furniture Installations & Sales, Inc. | $3,387,469 | 2023 |
| Global Beer Network, Inc. Employee Stock Ownership Plan | Win-It-Too, Inc. Dba Global Beer Network | $3,310,000 | 2023 |
| Donovan Sheet Metal 401(K) Plan | Donovan Sheet Metal, Inc. | $3,157,044 | 2023 |
| Hall Sheetmetal Works, Inc. Profit Sharing Plan And Trust | Hall Sheetmetal Works, Inc. | $3,042,697 | 2023 |
| Alder Partners 401k Plan | Alder Partners, LLC | $1,749,966 | 2023 |
| Ag Auto Service LLC 401(K) Profit Sharing Plan & Trust | Ag Auto Service LLC | $0 | 2023 |
| N.E.L. Corporation Benefit Plan | N.E.L. Corporation | not reported in the loaded dataset | 2023 |
| Middleton Family Medicine Employee Benefit Plan | Middleton Family Medicine Urgent Care LLC | not reported in the loaded dataset | 2023 |
| Serenitee Management Welfare Benefit Plan | Serenitee Management | not reported in the loaded dataset | 2023 |
Largest plans in Middleton → · Middleton plans by participants → · Middleton plans with financial data → · Middleton plans with provider compensation → · $1B+ plans in Middleton →
Related Form 5500 pages
- All MA Form 5500 filings
- N.E.L. Corporation Money Purchase Pension Plan (plan 001)
- N.E.L. Corporation — all reported plans
- Csl International Ltd. 401(K) Plan (plan 001)
- Csl International Ltd. — all reported plans
- Middleton Family Medicine Urgent Care, LLC 401(K) Plan (plan 002)
- Middleton Family Medicine Urgent Care, LLC — all reported plans
- Regal Fabrics Inc. 401(K) Profit Sharing Plan (plan 001)
- Regal Fabrics Inc. — all reported plans
- Lfi 401(K) Plan (plan 001)
- Lab Furniture Installations & Sales, Inc. — all reported plans
- Global Beer Network, Inc. Employee Stock Ownership Plan (plan 002)
- Win-It-Too, Inc. Dba Global Beer Network — all reported plans
- Donovan Sheet Metal 401(K) Plan (plan 003)
- Donovan Sheet Metal, Inc. — all reported plans
- Hall Sheetmetal Works, Inc. Profit Sharing Plan And Trust (plan 002)
- Hall Sheetmetal Works, Inc. — all reported plans
- Alder Partners 401k Plan (plan 001)
- Alder Partners, LLC — all reported plans
- Ag Auto Service LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Ag Auto Service LLC — all reported plans
- N.E.L. Corporation Benefit Plan (plan 501)
- Middleton Family Medicine Employee Benefit Plan (plan 501)
- Serenitee Management Welfare Benefit Plan (plan 501)
- Serenitee Management — all reported plans
- Methodology
- Data sources