Milton, 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, Milton, MA has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $313,128,585 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $313,128,585
- Total reported liabilities (EOY)
- $2,202,500
- Total reported net assets (EOY)
- $310,926,085
Contributions & income
- Employer contributions
- $12,246,828
- Participant contributions
- $8,215,896
- Total income / additions
- $59,287,466
Expenses & distributions
- Benefits paid / distributions
- $25,866,478
- Total expenses
- $26,485,501
- Net increase / (decrease)
- $32,801,965
Coverage
- Total reported participants
- 25,701
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Milton, 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 |
|---|---|---|---|
| Milton Academy Retirement Plan | Milton Academy | $144,685,830 | 2023 |
| Curry College Defined Contribution Retirement Plan | Curry College | $136,386,608 | 2023 |
| Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And Welfare Fund | Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And We | $10,405,382 | 2023 |
| Fruit Center, Inc. 401(K) Profit Sharing Plan | Fruit Center, Inc. | $10,106,239 | 2023 |
| Laboure College Retirement Plan | Laboure College | $9,214,496 | 2023 |
| Cool Cream Sweets, Inc. Profit Sharing Plan | Cool Cream Sweets, Inc. | $2,034,749 | 2023 |
| Fiyou Corp. 401(K) Profit Sharing Plan | Fiyou Corp. | $295,281 | 2023 |
| Milton Hospital Retirement Savings Plan | Beth Israel Deaconess Hospital-Milton | $0 | 2023 |
| Curry College Employee Welfare Benefit Plan | Curry College | not reported in the loaded dataset | 2023 |
| Milton Academy Benefit Plan | Milton Academy | not reported in the loaded dataset | 2023 |
Largest plans in Milton → · Milton plans by participants → · Milton plans with financial data → · Milton plans with provider compensation → · $1B+ plans in Milton →
Related Form 5500 pages
- All MA Form 5500 filings
- Milton Academy Retirement Plan (plan 001)
- Milton Academy — all reported plans
- Curry College Defined Contribution Retirement Plan (plan 001)
- Curry College — all reported plans
- Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And Welfare Fund (plan 501)
- Board Of Regents Of Higher Education/ Ma Teachers Assoc. Health And We — all reported plans
- Fruit Center, Inc. 401(K) Profit Sharing Plan (plan 001)
- Fruit Center, Inc. — all reported plans
- Laboure College Retirement Plan (plan 001)
- Laboure College — all reported plans
- Cool Cream Sweets, Inc. Profit Sharing Plan (plan 001)
- Cool Cream Sweets, Inc. — all reported plans
- Fiyou Corp. 401(K) Profit Sharing Plan (plan 001)
- Fiyou Corp. — all reported plans
- Milton Hospital Retirement Savings Plan (plan 005)
- Beth Israel Deaconess Hospital-Milton — all reported plans
- Curry College Employee Welfare Benefit Plan (plan 501)
- Milton Academy Benefit Plan (plan 508)
- Methodology
- Data sources