Plan5500

Newtonville, 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, Newtonville, MA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $16,673,183 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Newtonville

  • 4 loaded plans hold $16.7M in reported assets across 4 sponsors.
  • The largest, Alkon And Levine, P.C. 401(K) Profit Sharing Plan, holds 84% of reported Newtonville plan assets.
  • Plans cover 152 participants — about 38 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,673,183
Total reported assets$16.7M$16,673,183
Total reported participants152
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets
Net assets$16.7MLiabilities$0
Contributions & income
Employer contributions$225.9K
Participant contributions$309.5K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$309.3K
Total expenses$322K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newtonville, 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

Newtonville market comparison

Largest plan share of assets84%Alkon And Levine, P.C. 401(K) Profit Sharing Plan
Participants per plan38Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Newtonville

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

  1. 1
    Alkon And Levine, P.C. 401(K) Profit Sharing Plan$14M
    Alkon And Levine, P.C. · 2023
  2. 2
    Woodrow Michel Associates Corporation 401(K) Profit Sharing Plan$1.6M
    Woodrow Michel Associates Corporation · 2023
  3. 3
    Michels Angels Corporation 401(K) Profit Sharing Plan$844.6K
    Michels Angels Corporation · 2023
  4. 4
    Salmon Ventures, Inc. 401(K) Profit Sharing Plan$278.2K
    Salmon Ventures, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newtonville, MA?
4 plan(s) reported by 4 sponsor(s) are loaded for Newtonville, MA.

Related Form 5500 pages