North Billerica, 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, North Billerica, MA has 16 loaded benefit plan(s) reported by 14 plan sponsor(s), with $428,081,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $428,081,997
- Total reported liabilities (EOY)
- $21
- Total reported net assets (EOY)
- $427,606,246
Contributions & income
- Employer contributions
- $12,796,247
- Participant contributions
- $39,842,602
- Total income / additions
- $123,124,065
Expenses & distributions
- Benefits paid / distributions
- $44,564,803
- Total expenses
- $44,685,443
- Net increase / (decrease)
- $78,438,622
Coverage
- Total reported participants
- 9,341
- Plans with financial statements
- 9
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North Billerica, 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 |
|---|---|---|---|
| Curriculum Associates 401(K) Plan | Curriculum Associates, LLC | $208,329,348 | 2023 |
| Lantheus Medical Imaging, Inc. Retirement Savings Plan | Lantheus Medical Imaging, Inc. | $122,958,725 | 2023 |
| Worldwide Techservices Retirement Savings Plan | Worldwide Techservices, LLC | $57,070,337 | 2023 |
| Potpourri Group, Inc. 401(K) Retirement And Savings Plan | Potpourri Group, Inc. | $27,345,889 | 2023 |
| Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust | Guarino'S Swimming Pool Service, Inc. | $7,044,398 | 2023 |
| Lithion Retirement Plan | Aved Electronics, LLC | $4,322,277 | 2023 |
| Galvanic Applied Sciences Usa 401k Plan | Galvanic Applied Sciences Usa | $535,293 | 2023 |
| Newton Tree Capital Inc. 401(K) Plan | Newton Tree Capital Inc. | $475,730 | 2023 |
| Alert Innovation 401(K) Plan | Alert Innovation Inc. | $0 | 2023 |
| Agrify Health & Welfare Plan | Agrify Corporation | not reported in the loaded dataset | 2023 |
| W. L. French Excavating Corporation Benefits Plan | W. L. French Excavating Corporation | not reported in the loaded dataset | 2023 |
| South Shore Gunite Pools Ancillary Plan | South Shore Gunite Pools | not reported in the loaded dataset | 2023 |
| Worldwide Techservices Welfare Benefit Plan | Worldwide Techservices | not reported in the loaded dataset | 2023 |
| Dgi Communications LLC Welfare Benefits Plan | Dgi Communications LLC | not reported in the loaded dataset | 2023 |
| Potpourri Group, Inc. Employee Benefit Plan | Potpourri Group, Inc. | not reported in the loaded dataset | 2023 |
| Interstate Electrical Services Health And Dental Plan | Interstate Electrical Services | not reported in the loaded dataset | 2023 |
Largest plans in North Billerica → · North Billerica plans by participants → · North Billerica plans with financial data → · North Billerica plans with provider compensation → · $1B+ plans in North Billerica →
Related Form 5500 pages
- All MA Form 5500 filings
- Curriculum Associates 401(K) Plan (plan 001)
- Curriculum Associates, LLC — all reported plans
- Lantheus Medical Imaging, Inc. Retirement Savings Plan (plan 001)
- Lantheus Medical Imaging, Inc. — all reported plans
- Worldwide Techservices Retirement Savings Plan (plan 001)
- Worldwide Techservices, LLC — all reported plans
- Potpourri Group, Inc. 401(K) Retirement And Savings Plan (plan 001)
- Potpourri Group, Inc. — all reported plans
- Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Guarino'S Swimming Pool Service, Inc. — all reported plans
- Lithion Retirement Plan (plan 001)
- Aved Electronics, LLC — all reported plans
- Galvanic Applied Sciences Usa 401k Plan (plan 001)
- Galvanic Applied Sciences Usa — all reported plans
- Newton Tree Capital Inc. 401(K) Plan (plan 001)
- Newton Tree Capital Inc. — all reported plans
- Alert Innovation 401(K) Plan (plan 001)
- Alert Innovation Inc. — all reported plans
- Agrify Health & Welfare Plan (plan 501)
- Agrify Corporation — all reported plans
- W. L. French Excavating Corporation Benefits Plan (plan 501)
- W. L. French Excavating Corporation — all reported plans
- South Shore Gunite Pools Ancillary Plan (plan 502)
- South Shore Gunite Pools — all reported plans
- Worldwide Techservices Welfare Benefit Plan (plan 501)
- Dgi Communications LLC Welfare Benefits Plan (plan 501)
- Dgi Communications LLC — all reported plans
- Potpourri Group, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources