Plan5500

Newton Center, 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, Newton Center, MA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,834,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Newton Center

  • 3 loaded plans hold $8.8M in reported assets across 3 sponsors.
  • The largest, Hospice Of The Good Shepherd, Inc. 403(B) Plan, holds 87% of reported Newton Center plan assets.
  • Plans cover 226 participants — about 75 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,834,889
Total reported assets$8.8M$8,834,889
Total reported participants226
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.8M total assets
Net assets$8.8MLiabilities$0
Contributions & income
Employer contributions$403.8K
Participant contributions$874.7K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$835K
Total expenses$904.1K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newton Center, 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.

Computed from loaded plans

Newton Center market comparison

Largest plan share of assets87%Hospice Of The Good Shepherd, Inc. 403(B) Plan
Participants per plan75Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Newton Center

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hospice Of The Good Shepherd, Inc. 403(B) Plan$7.7M
    Hospice Of The Good Shepherd, Inc. · 2023
  2. 2
    Sam Goldberger, M.D. Profit Sharing Plan$964K
    Sam Goldberger, M.D. · 2023
  3. 3
    Centre Corp Investment Company 401(K) Plan$220.7K
    Centre Corp Investment Company · 2023

Largest plans in Newton Center → · Newton Center plans by participants → · Newton Center plans with financial data → · Newton Center plans with provider compensation → · $1B+ plans in Newton Center →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newton Center, MA?
3 plan(s) reported by 3 sponsor(s) are loaded for Newton Center, MA.

Related Form 5500 pages