Shrewsbury, 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, Shrewsbury, MA has 29 loaded benefit plan(s) reported by 24 plan sponsor(s), with $190,760,097 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $190,760,097
- Total reported liabilities (EOY)
- $6,333
- Total reported net assets (EOY)
- $190,753,764
Contributions & income
- Employer contributions
- $3,522,918
- Participant contributions
- $6,205,390
- Total income / additions
- $39,305,018
Expenses & distributions
- Benefits paid / distributions
- $12,358,605
- Total expenses
- $12,910,091
- Net increase / (decrease)
- $26,394,927
Coverage
- Total reported participants
- 4,236
- Plans with financial statements
- 25
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shrewsbury, 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 |
|---|---|---|---|
| Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates | Neles-Jamesbury, Inc. | $66,916,594 | 2023 |
| Advantage Truck Group, LLC 401(K) Plan | Tri State Truck Center, LLC | $28,738,505 | 2023 |
| Cofcu Cash Balance Defined Benefit Plan And Trust | Central One Federal Credit Union | $20,904,521 | 2023 |
| Central One Federal Credit Union 401(K) Plan And Trust | Central One Federal Credit Union | $18,002,162 | 2023 |
| Wagner Motor Sales And Subsidiaries 401(K) Plan | Wagner & Wagner Auto Sales, Inc. | $10,359,051 | 2023 |
| Phoenix Communications, Inc. 401(K) Profit Sharing Plan | Phoenix Communications, Inc. | $10,169,198 | 2023 |
| Supercon And Anomet 401(K) Retirement Plan | Supercon, Inc. | $9,305,232 | 2023 |
| Aa Transportation, Inc. 401(K) Plan | Aa Transportation, Inc. | $5,112,127 | 2023 |
| Uhealthsolutions, Inc. Section 403(B) Plan | Uhealthsolutions, Inc. | $4,852,639 | 2023 |
| Drew Mortgage Associates, Inc. 401(K) Plan | Drew Mortgage Associates, Inc. | $3,451,513 | 2023 |
| Ventois Inc 401(K) Profit Sharing Plan | Ventois Inc | $3,450,132 | 2023 |
| Senior Living Group 401(K) Plan | Shrewsbury Nursing & Rehabilitation Center, Inc. | $2,507,962 | 2023 |
| Supercon, Inc. Voluntary Employee Benefit Trust | Supercon Incorporated | $1,252,439 | 2023 |
| Boyne River Companies, Inc. Retirement Plan | Boyne River Companies, Inc. | $1,206,353 | 2023 |
| Grenier Construction Co Inc Of Shrewsbury Profit Sharing Plan | Grenier Construction Co Inc Of Shrewsbury | $1,129,618 | 2023 |
| Phillip B Aubin Dds Pc 401(K) Profit Sharing Plan & Trust | Phillip B Aubin Dds Pc | $1,059,801 | 2023 |
| Bruce Health Corporation Retirement Plan | Bruce Health Corporation | $548,757 | 2023 |
| Henchey LLC 401(K) Profit Sharing Plan & Trust | Henchey LLC | $443,777 | 2023 |
| Naseer Pc 401(K) Profit Sharing Plan & Trust | Naseer Pc | $372,704 | 2023 |
| Bay State Suites, Inc. Retirement Plan | Bay State Suites, Inc. | $362,440 | 2023 |
| Prnd3l, Inc. Retirement Plan | Prnd3l, Inc. | $341,448 | 2023 |
| Fox Swim School Incorporated Retirement Plan | Fox Swim School Incorporated | $180,444 | 2023 |
| The Tcb Crew, Inc. 401k Profit Sharing Plan | The Tcb Crew, Inc. | $92,614 | 2023 |
| Mass Smash, Inc. Retirement Plan | Mass Smash, Inc. | $66 | 2023 |
| Neles Retirement Savings Plan | Neles Usa Inc. | $0 | 2023 |
Largest plans in Shrewsbury → · Shrewsbury plans by participants → · Shrewsbury plans with financial data → · Shrewsbury plans with provider compensation → · $1B+ plans in Shrewsbury →
Related Form 5500 pages
- All MA Form 5500 filings
- Retirement Plan For Eligible Employees Of Neles-Jamesbury, Inc. And Affiliates (plan 001)
- Neles-Jamesbury, Inc. — all reported plans
- Advantage Truck Group, LLC 401(K) Plan (plan 001)
- Tri State Truck Center, LLC — all reported plans
- Cofcu Cash Balance Defined Benefit Plan And Trust (plan 001)
- Central One Federal Credit Union — all reported plans
- Central One Federal Credit Union 401(K) Plan And Trust (plan 002)
- Wagner Motor Sales And Subsidiaries 401(K) Plan (plan 001)
- Wagner & Wagner Auto Sales, Inc. — all reported plans
- Phoenix Communications, Inc. 401(K) Profit Sharing Plan (plan 001)
- Phoenix Communications, Inc. — all reported plans
- Supercon And Anomet 401(K) Retirement Plan (plan 001)
- Supercon, Inc. — all reported plans
- Aa Transportation, Inc. 401(K) Plan (plan 001)
- Aa Transportation, Inc. — all reported plans
- Uhealthsolutions, Inc. Section 403(B) Plan (plan 001)
- Uhealthsolutions, Inc. — all reported plans
- Drew Mortgage Associates, Inc. 401(K) Plan (plan 001)
- Drew Mortgage Associates, Inc. — all reported plans
- Ventois Inc 401(K) Profit Sharing Plan (plan 001)
- Ventois Inc — all reported plans
- Senior Living Group 401(K) Plan (plan 001)
- Shrewsbury Nursing & Rehabilitation Center, Inc. — all reported plans
- Supercon, Inc. Voluntary Employee Benefit Trust (plan 501)
- Boyne River Companies, Inc. Retirement Plan (plan 001)
- Boyne River Companies, Inc. — all reported plans
- Grenier Construction Co Inc Of Shrewsbury Profit Sharing Plan (plan 001)
- Grenier Construction Co Inc Of Shrewsbury — all reported plans
- Methodology
- Data sources