Natick, 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, Natick, MA has 39 loaded benefit plan(s) reported by 30 plan sponsor(s), with $2,125,261,298 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,125,261,298
- Total reported liabilities (EOY)
- $2,605,561
- Total reported net assets (EOY)
- $2,122,655,737
Contributions & income
- Employer contributions
- $47,019,959
- Participant contributions
- $98,632,584
- Total income / additions
- $479,368,539
Expenses & distributions
- Benefits paid / distributions
- $76,969,857
- Total expenses
- $78,283,531
- Net increase / (decrease)
- $401,085,008
Coverage
- Total reported participants
- 20,953
- Plans with financial statements
- 27
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Natick, 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 |
|---|---|---|---|
| The Mathworks 401(K) Retirement Plan | The Mathworks, Inc. | $1,502,647,697 | 2023 |
| Cognex Corporation Employee Savings Plan | Cognex Corporation | $227,035,363 | 2023 |
| Sbera Pension Plan As Adopted By Middlesex Savings Bank | Middlesex Savings Bank | $169,534,424 | 2023 |
| Sbera 401(K) Plan As Adopted By Middlesex Savings Bank | Middlesex Savings Bank | $93,504,770 | 2023 |
| Trans National Group Services LLC 401(K) Profit Sharing Plan | Trans National Group Services LLC | $26,954,374 | 2023 |
| Walnut Hill School Defined Contribution Retirement Plan | Walnut Hill School For The Arts | $18,409,851 | 2023 |
| Care Everywhere, LLC 401(K) Profit Sharing Plan & Trust | Care Everywhere, LLC | $11,530,600 | 2023 |
| Talentburst, Inc. 401k Plan | Talentburst, Inc. | $10,648,980 | 2023 |
| Plurisinc, Inc. 401(K) Profit Sharing Plan | Pluris, Inc. | $8,256,060 | 2023 |
| Electric Hydrogen Co. 401(K) Plan | Electric Hydrogen Co | $8,200,126 | 2023 |
| Bahwan Cybertek Inc 401(K) Profit Sharing Plan & Trust | Bahwan Cybertek Inc | $6,255,597 | 2023 |
| Semtech Solutions, Inc. 401k Plan | Semtech Solutions | $5,834,635 | 2023 |
| Mary Ann Morse Healthcare Corp. 401(K) Plan | Mary Ann Morse Healthcare Corp. | $5,641,477 | 2023 |
| Scrub-A-Dub 401(K) Retirement Plan | Scrub-A-Dub Auto Wash Centers, Inc. | $4,467,682 | 2023 |
| Brandon Residential Treatment Center 403(B) Retirement Plan | Brandon Residential Treatment Center, Inc | $3,726,702 | 2023 |
| Michael G. Kennedy, Md Pc Profit Sharing Plan And Trust | Michael G. Kennedy, Md Pc | $3,706,104 | 2023 |
| R.P. O'Connell, Inc. 401(K) Profit Sharing Plan | R.P. O'Connell, Inc. | $3,510,417 | 2023 |
| Dd Hotels I, LLC 401(K) Plan | Dd Hotels I, LLC | $3,252,173 | 2023 |
| Landry'S Bicycles Employee Stock Ownership Plan | Landry'S, Inc. | $3,078,130 | 2023 |
| Ghilani Electric, Inc. Profit Sharing Plan | Ghilani Electric, Inc. | $2,415,649 | 2023 |
| Coan Oil, Inc. 401(K) And Profit Sharing Plan | Coan, Inc. | $1,902,359 | 2023 |
| Abeles & Associates Architects, Inc. 401(K) Profit Sharing Plan | Abeles & Associates Architects, Inc. | $1,615,330 | 2023 |
| Ppj, LLC 401(K) Profit Sharing Plan | Ppj, LLC / Dba Customatic Beds | $1,186,164 | 2023 |
| Now Ventures, Inc. Retirement Plan | Now Ventures, Inc. | $905,552 | 2023 |
| Ripston And Medeiros Inc. 401(K) Plan | Ripston And Medeiros Inc. | $561,675 | 2023 |
Largest plans in Natick → · Natick plans by participants → · Natick plans with financial data → · Natick plans with provider compensation → · $1B+ plans in Natick →
Related Form 5500 pages
- All MA Form 5500 filings
- The Mathworks 401(K) Retirement Plan (plan 001)
- The Mathworks, Inc. — all reported plans
- Cognex Corporation Employee Savings Plan (plan 001)
- Cognex Corporation — all reported plans
- Sbera Pension Plan As Adopted By Middlesex Savings Bank (plan 001)
- Middlesex Savings Bank — all reported plans
- Sbera 401(K) Plan As Adopted By Middlesex Savings Bank (plan 002)
- Trans National Group Services LLC 401(K) Profit Sharing Plan (plan 001)
- Trans National Group Services LLC — all reported plans
- Walnut Hill School Defined Contribution Retirement Plan (plan 002)
- Walnut Hill School For The Arts — all reported plans
- Care Everywhere, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Care Everywhere, LLC — all reported plans
- Talentburst, Inc. 401k Plan (plan 001)
- Talentburst, Inc. — all reported plans
- Plurisinc, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pluris, Inc. — all reported plans
- Electric Hydrogen Co. 401(K) Plan (plan 001)
- Electric Hydrogen Co — all reported plans
- Bahwan Cybertek Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Bahwan Cybertek Inc — all reported plans
- Semtech Solutions, Inc. 401k Plan (plan 001)
- Semtech Solutions — all reported plans
- Mary Ann Morse Healthcare Corp. 401(K) Plan (plan 001)
- Mary Ann Morse Healthcare Corp. — all reported plans
- Scrub-A-Dub 401(K) Retirement Plan (plan 003)
- Scrub-A-Dub Auto Wash Centers, Inc. — all reported plans
- Brandon Residential Treatment Center 403(B) Retirement Plan (plan 001)
- Brandon Residential Treatment Center, Inc — all reported plans
- Methodology
- Data sources