New Bedford, 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, New Bedford, MA has 43 loaded benefit plan(s) reported by 33 plan sponsor(s), with $1,292,741,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 43
- Plan sponsors
- 33
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,292,741,725
- Total reported liabilities (EOY)
- $30,916,859
- Total reported net assets (EOY)
- $1,261,824,866
Contributions & income
- Employer contributions
- $35,006,621
- Participant contributions
- $56,108,541
- Total income / additions
- $262,318,302
Expenses & distributions
- Benefits paid / distributions
- $106,689,999
- Total expenses
- $110,055,890
- Net increase / (decrease)
- $152,262,412
Coverage
- Total reported participants
- 26,081
- Plans with financial statements
- 30
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Bedford, 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 |
|---|---|---|---|
| Southcoast Health System Partnership Plan | Southcoast Hospitals Group, Inc. | $1,044,767,970 | 2023 |
| Plumbers' Supply Company 401(K) Profit Sharing Plan | Plumbers' Supply Company | $37,688,520 | 2023 |
| Child & Family Services, Inc. 401(K) Plan | Child & Family Services, Inc. | $17,619,102 | 2023 |
| Eastern Fisheries 401(K) Plan | Eastern Fisheries, Inc. | $16,269,827 | 2023 |
| New Bedford Fishermen'S Pension Fund | Trustees Of The New Bedford Fishermen Pension Fund | $16,121,105 | 2023 |
| Fernandes Masonry, Inc. 401(K) Plan | Fernandes Masonry, Inc. | $15,914,115 | 2023 |
| East Coast Seafood Group, LLC 401(K) Profit Sharing Plan | East Coast Seafood, LLC | $12,651,766 | 2023 |
| Ariston Usa, LLC Profit Sharing Plan | Ariston Usa, LLC | $11,932,092 | 2023 |
| Brodeur Machine Company, Inc. 401(K) Retirement Savings Plan | Brodeur Machine Company Inc | $11,402,296 | 2023 |
| Greater New Bedford Community Health Center, Inc. 403(B) Plan | Greater New Bedford Community Health Center, Inc. | $10,471,528 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Lifestream, Inc. | Lifestream, Inc. | $9,938,909 | 2023 |
| High Point Treatment Center, Inc. 403(B) Plan | High Point Treatment Center, Inc. | $9,317,519 | 2023 |
| Epec, LLC 401(K) Plan | Epec, LLC | $8,300,815 | 2023 |
| Lighthouse Masonry, Inc. Retirement Savings Plan | Lighthouse Masonry, Inc. | $8,295,227 | 2023 |
| Ahead, LLC 401(K) Savings Plan | Ahead, LLC | $8,247,501 | 2023 |
| L.P. College, Inc. Profit Sharing Plan | L.P. College, Inc. | $7,488,915 | 2023 |
| Behavioral Development & Educational Services, LLC Retirement Plan | Behavioral Development & Educational Services, LLC | $7,189,228 | 2023 |
| Imtra Corporation Employee Stock Ownership Plan | Imtra Corporation | $6,586,624 | 2023 |
| Coastline Employees 403(B) Plan | Coastline Elderly Services, Inc. | $5,847,045 | 2023 |
| Pediatric Associates Of New Bedford, Inc. 401(K) Plan | Pediatric Associates Of New Bedford, Inc. | $4,551,212 | 2023 |
| Tremblays Bus Co LLC 401(K) Profit Sharing Plan & Trust | Tremblays Bus Company | $4,466,936 | 2023 |
| Nfi, LLC 401(K) Profit Sharing Plan & Trust | Nfi, LLC | $4,384,236 | 2023 |
| Stonetek Imports, Inc. Employee Stock Ownership Plan And Trust | Stonetek Imports, Inc. | $3,721,900 | 2023 |
| Blue Harvest Fisheries 401(K) Plan | Blue Harvest Fisheries, LLC | $2,844,436 | 2023 |
| Dussault & Zatir Profit Sharing Plan | Dussault & Zatir, P.C. | $2,281,088 | 2023 |
Largest plans in New Bedford → · New Bedford plans by participants → · New Bedford plans with financial data → · New Bedford plans with provider compensation → · $1B+ plans in New Bedford →
Related Form 5500 pages
- All MA Form 5500 filings
- Southcoast Health System Partnership Plan (plan 001)
- Southcoast Hospitals Group, Inc. — all reported plans
- Plumbers' Supply Company 401(K) Profit Sharing Plan (plan 001)
- Plumbers' Supply Company — all reported plans
- Child & Family Services, Inc. 401(K) Plan (plan 002)
- Child & Family Services, Inc. — all reported plans
- Eastern Fisheries 401(K) Plan (plan 001)
- Eastern Fisheries, Inc. — all reported plans
- New Bedford Fishermen'S Pension Fund (plan 001)
- Trustees Of The New Bedford Fishermen Pension Fund — all reported plans
- Fernandes Masonry, Inc. 401(K) Plan (plan 001)
- Fernandes Masonry, Inc. — all reported plans
- East Coast Seafood Group, LLC 401(K) Profit Sharing Plan (plan 001)
- East Coast Seafood, LLC — all reported plans
- Ariston Usa, LLC Profit Sharing Plan (plan 001)
- Ariston Usa, LLC — all reported plans
- Brodeur Machine Company, Inc. 401(K) Retirement Savings Plan (plan 001)
- Brodeur Machine Company Inc — all reported plans
- Greater New Bedford Community Health Center, Inc. 403(B) Plan (plan 002)
- Greater New Bedford Community Health Center, Inc. — all reported plans
- 401(K) Profit Sharing Plan For Employees Of Lifestream, Inc. (plan 001)
- Lifestream, Inc. — all reported plans
- High Point Treatment Center, Inc. 403(B) Plan (plan 002)
- High Point Treatment Center, Inc. — all reported plans
- Epec, LLC 401(K) Plan (plan 001)
- Epec, LLC — all reported plans
- Lighthouse Masonry, Inc. Retirement Savings Plan (plan 001)
- Lighthouse Masonry, Inc. — all reported plans
- Ahead, LLC 401(K) Savings Plan (plan 001)
- Ahead, LLC — all reported plans
- Methodology
- Data sources