Norwell, 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, Norwell, MA has 26 loaded benefit plan(s) reported by 17 plan sponsor(s), with $580,069,687 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $580,069,687
- Total reported liabilities (EOY)
- $63,890,331
- Total reported net assets (EOY)
- $516,179,356
Contributions & income
- Employer contributions
- $15,171,099
- Participant contributions
- $53,453,515
- Total income / additions
- $118,696,665
Expenses & distributions
- Benefits paid / distributions
- $56,578,027
- Total expenses
- $59,682,193
- Net increase / (decrease)
- $59,014,472
Coverage
- Total reported participants
- 44,453
- Plans with financial statements
- 16
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norwell, 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 |
|---|---|---|---|
| Vetcor 401(K) Plan | Erin Rojas | $223,389,965 | 2023 |
| Bhi Energy 401(K) And Profit Sharing Plan | Bhi Energy Services LLC | $130,813,133 | 2023 |
| Sullivan Companies Retirement Trust | Sullivan Investment Co., Inc. | $93,478,658 | 2023 |
| Avedis Zildjian Co. Retirement Plan | Avedis Zildjian Co. | $22,816,433 | 2023 |
| Signet Electronic Systems 401(K) Plan | Signet Electronic Systems, LLC | $21,719,318 | 2023 |
| Energy Services Group, LLC 401(K) Plan | Energy Services Group, LLC. | $17,541,927 | 2023 |
| Radius Financial Group, Inc. 401(K) Employee Savings Plan | Radius Financial Group, Inc. | $17,066,496 | 2023 |
| The Computer Merchant, Ltd. 401(K) Retirement Savings Plan | The Computer Merchant, Ltd. | $15,778,016 | 2023 |
| Norwell Vna And Hospice 401(K) Plan & Trust | Norwell Visiting Nurse Association, Inc. | $15,209,443 | 2023 |
| 859 Us Employee Stock Ownership Plan | Sullivan Investment Co., Inc. | $10,442,747 | 2023 |
| Fopiano & Sullivan, LLC 401(K) Plan | Fopiano And Sullivan, LLC | $4,145,335 | 2023 |
| Habeeb & Associates Architects, Inc. 401(K) Profit Sharing Plan | Habeeb & Associates, Inc. | $3,634,115 | 2023 |
| Proven Behavior Solutions LLC 401(K) Profit Sharing Plan & Trust | Proven Behavior Solutions LLC | $2,031,615 | 2023 |
| Jmcm Enterprises Inc. Retirement Plan | Jmcm Enterprises Inc. | $942,577 | 2023 |
| Howe Engineers, Inc. Retirement Plan | Howe Engineers, Inc. | $940,921 | 2023 |
| Bear Phoenix Group Inc. Retirement Plan | Bear Phoenix Group Inc. | $118,988 | 2023 |
| Signet Electronic Systems, Inc. Welfare Plan | Signet Electronic Systems, Inc. | not reported in the loaded dataset | 2023 |
| Energy Services Group Welfare Benefits Plan | Energy Services Group, LLC | not reported in the loaded dataset | 2023 |
| Clean Harbors Environmental Srvcs Inc Consolidated Welfare Benefit Plan | Clean Harbors Environmental Services, Inc. | not reported in the loaded dataset | 2023 |
| Avedis Zildjian Co. Health And Welfare Benefits Plan | Avedis Zildjian Co. | not reported in the loaded dataset | 2023 |
| Sullivan Tire Co., Inc Gr Medical Plan | Sullivan Investment Co., Inc. | not reported in the loaded dataset | 2023 |
| The Computer Merchant, Ltd. Welfare Benefit Plan | The Computer Merchant, Ltd. | not reported in the loaded dataset | 2023 |
| Radius Financial Group, Inc. Life And Disability Benefits Plan | Radius Financial Group, Inc. | not reported in the loaded dataset | 2023 |
| Norwell Vna And Hospice Health And Welfare Plan | Norwell Visiting Nurse Assoc., Inc. | not reported in the loaded dataset | 2023 |
| Vetcor Professional Practices LLC Health And | Vetcor Management Company LLC | not reported in the loaded dataset | 2023 |
Largest plans in Norwell → · Norwell plans by participants → · Norwell plans with financial data → · Norwell plans with provider compensation → · $1B+ plans in Norwell →
Related Form 5500 pages
- All MA Form 5500 filings
- Vetcor 401(K) Plan (plan 001)
- Erin Rojas — all reported plans
- Bhi Energy 401(K) And Profit Sharing Plan (plan 001)
- Bhi Energy Services LLC — all reported plans
- Sullivan Companies Retirement Trust (plan 001)
- Sullivan Investment Co., Inc. — all reported plans
- Avedis Zildjian Co. Retirement Plan (plan 003)
- Avedis Zildjian Co. — all reported plans
- Signet Electronic Systems 401(K) Plan (plan 001)
- Signet Electronic Systems, LLC — all reported plans
- Energy Services Group, LLC 401(K) Plan (plan 001)
- Energy Services Group, LLC. — all reported plans
- Radius Financial Group, Inc. 401(K) Employee Savings Plan (plan 001)
- Radius Financial Group, Inc. — all reported plans
- The Computer Merchant, Ltd. 401(K) Retirement Savings Plan (plan 002)
- The Computer Merchant, Ltd. — all reported plans
- Norwell Vna And Hospice 401(K) Plan & Trust (plan 001)
- Norwell Visiting Nurse Association, Inc. — all reported plans
- 859 Us Employee Stock Ownership Plan (plan 002)
- Fopiano & Sullivan, LLC 401(K) Plan (plan 001)
- Fopiano And Sullivan, LLC — all reported plans
- Habeeb & Associates Architects, Inc. 401(K) Profit Sharing Plan (plan 001)
- Habeeb & Associates, Inc. — all reported plans
- Proven Behavior Solutions LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Proven Behavior Solutions LLC — all reported plans
- Jmcm Enterprises Inc. Retirement Plan (plan 001)
- Jmcm Enterprises Inc. — all reported plans
- Howe Engineers, Inc. Retirement Plan (plan 001)
- Howe Engineers, Inc. — all reported plans
- Methodology
- Data sources