Plymouth, 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, Plymouth, MA has 23 loaded benefit plan(s) reported by 19 plan sponsor(s), with $448,723,692 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
19
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$448,723,692
Total reported liabilities (EOY)
$34,445,779
Total reported net assets (EOY)
$414,277,913

Contributions & income

Employer contributions
$14,288,633
Participant contributions
$26,335,314
Total income / additions
$104,485,053

Expenses & distributions

Benefits paid / distributions
$36,114,838
Total expenses
$38,380,179
Net increase / (decrease)
$66,104,874

Coverage

Total reported participants
10,712
Plans with financial statements
16
Plans with provider compensation
6

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

Largest loaded plans in Plymouth, MA
PlanSponsorReported assets (EOY)Year
Beth Israel Deaconess Hospital - Plymouth 403(B) Retirement PlanBeth Israel Deaconess Hospital - Plymouth, Inc.$198,294,6092023
Fs Brands 401(K) PlanFs Brands, Inc.$96,802,6562023
Tech-Etch, Inc. 401(K) PlanTech-Etch, Inc.$56,427,6862023
Tech-Etch Employee Stock Ownership PlanTech-Etch, Inc$44,452,8742023
Cdf Corporation 401(K) Retirement PlanCdf Corporation$13,104,9732023
Maine Pointe, LLC Profit Sharing Plan And TrustMaine Pointe, LLC$13,003,7032023
Habilitation Assistance Corporation 401k PlanHabilitation Assistance Corporation$8,295,7972023
Pine Hills LLC 401(K) Plan & TrustPine Hills, LLC$5,752,0422023
M & A Holding Company Pension Transfer Trust PlanM & A Holding Company, Inc.$4,675,0102023
Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity PlanPlimoth Patuxet Museums, Inc.$3,002,1432023
Eric E Johnson, M.D.,P,C. Retirement PlanEric E Johnson, Md, Pc$2,700,2302023
Automatech, Inc. 401(K) PlanAutomatech, Inc$1,121,6272023
Ei Us LLC 401(K) PlanEi Us LLC Dba Learn Well$818,9322023
Ssbf, Inc. 401(K) PlanSsbf, Inc.$260,9342023
Peer Group Advisors, Inc. 401(K) Profit Sharing PlanPeer Group Advisors, Inc.$7,1862023
Mts Insurance, Inc. 401(K) PlanMts Insurance, Inc.$3,2902023
Cdf Corporation Group Insurance PlanCdf Corporationnot reported in the loaded dataset2023
401k Profit Sharing Plan And TrustAmy Chapmannot reported in the loaded dataset2023
Ei Us LLC Dba Learnwell Employee Benefit PlanEi Us LLC Dba Learnwellnot reported in the loaded dataset2023
Massachusetts Dental PlanCommunity Systems, Incnot reported in the loaded dataset2023
Employee Benefit PlanTech-Etch, Inc.not reported in the loaded dataset2023
Community Systems, Inc Health Care PlanCommunity Systems, Incnot reported in the loaded dataset2023
South Shore Community Action Council, Inc. Health & Welfare PlanSouth Shore Community Action Council, Inc.not reported in the loaded dataset2023

Related Form 5500 pages