Somerville, 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, Somerville, MA has 61 loaded benefit plan(s) reported by 39 plan sponsor(s), with $36,457,299,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 61
- Plan sponsors
- 39
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $36,457,299,304
- Total reported liabilities (EOY)
- $118,162,426
- Total reported net assets (EOY)
- $36,339,136,878
Contributions & income
- Employer contributions
- $295,205,834
- Participant contributions
- $713,685,903
- Total income / additions
- $6,601,482,906
Expenses & distributions
- Benefits paid / distributions
- $1,401,646,628
- Total expenses
- $1,437,931,048
- Net increase / (decrease)
- $5,163,551,858
Coverage
- Total reported participants
- 340,652
- Plans with financial statements
- 37
- Plans with provider compensation
- 29
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Somerville, 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 |
|---|---|---|---|
| Consolidated 403(B) Program Of Mass General Brigham And Member Organizations | Mass General Brigham Incorporated | $14,924,829,262 | 2023 |
| Consolidated Cash Balance Program Of Mass General Brigham And Member Organizations | Mass General Brigham Incorporated | $10,325,856,564 | 2023 |
| Mgb Erisa Master Trust | Mass General Brigham Incorporated | $9,190,697,273 | 2023 |
| Consolidated 401(A) And 401(K) Program Of Mass General Brigham And Member Organizations | Mass General Brigham Incorporated | $628,837,764 | 2023 |
| The Cambridge Health Alliance Partnership Plan | Cha General Services, Inc. | $315,934,800 | 2023 |
| Mass General Brigham Retiree Medical Savings Account Wrap Plan | Mass General Brigham Incorporated | $194,003,095 | 2023 |
| Master Trust Agreement For Welfare Benefits | Mass General Brigham Incorporated | $177,251,853 | 2023 |
| Puma North America, Inc. 401(K) Plan | Puma North America, Inc. | $108,114,747 | 2023 |
| Bluebird Bio, Inc. 401(K) Plan | Bluebird Bio, Inc. | $76,801,544 | 2023 |
| Rogers Foam Corporation 401(K)/Profit Sharing Plan | Rogers Foam Corporation | $53,445,022 | 2023 |
| Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement Plan | Triumvirate Environmental, Inc. | $45,872,376 | 2023 |
| Mass General Brigham Long-Term Disability Plan | Mass General Brigham Incorporated | $42,594,682 | 2023 |
| Ghc Ltd Master Trust | Mass General Brigham Incorporated | $40,624,936 | 2023 |
| Recorded Future 401k Plan | Recorded Future, Inc. | $37,587,174 | 2023 |
| Smartbear Software, Inc. 401(K) Plan | Smartbear Software, Inc. | $32,022,903 | 2023 |
| The Retirement Plan For Employees Of Middlesex Federal Savings, F.A. | Middlesex Federal Savings, F.A. | $26,196,689 | 2023 |
| Actblue LLC 401(K) Plan | Actblue, LLC | $26,163,897 | 2023 |
| Candlewick Press 401(K) Plan | Candlewick Press, Inc. | $23,916,032 | 2023 |
| Galatea Associates 401(K) Plan | Galatea Associates, LLC | $19,243,260 | 2023 |
| Safdie Architects Retirement Plan | Safdie Architects LLC | $18,431,657 | 2023 |
| The H. D. Chasen Co., Inc. Profit-Sharing Plan | H. D. Chasen Company, Inc. | $16,596,239 | 2023 |
| Form Energy Inc. 401(K) Plan | Form Energy Inc. | $16,321,248 | 2023 |
| Velir Studios 401k Plan | Velir Studios, LLC | $15,762,362 | 2023 |
| Formlabs Retirement Trust | Formlabs, Inc. | $14,374,769 | 2023 |
| Cataldo Ambulance Service, Inc. 401(K) Profit Sharing Plan | Cataldo Ambulance Service, Inc | $14,080,194 | 2023 |
Largest plans in Somerville → · Somerville plans by participants → · Somerville plans with financial data → · Somerville plans with provider compensation → · $1B+ plans in Somerville →
Related Form 5500 pages
- All MA Form 5500 filings
- Consolidated 403(B) Program Of Mass General Brigham And Member Organizations (plan 010)
- Mass General Brigham Incorporated — all reported plans
- Consolidated Cash Balance Program Of Mass General Brigham And Member Organizations (plan 499)
- Mgb Erisa Master Trust (plan 004)
- Mass General Brigham Incorporated — all reported plans
- Consolidated 401(A) And 401(K) Program Of Mass General Brigham And Member Organizations (plan 500)
- The Cambridge Health Alliance Partnership Plan (plan 002)
- Cha General Services, Inc. — all reported plans
- Mass General Brigham Retiree Medical Savings Account Wrap Plan (plan 560)
- Master Trust Agreement For Welfare Benefits (plan 005)
- Mass General Brigham Incorporated — all reported plans
- Puma North America, Inc. 401(K) Plan (plan 001)
- Puma North America, Inc. — all reported plans
- Bluebird Bio, Inc. 401(K) Plan (plan 001)
- Bluebird Bio, Inc. — all reported plans
- Rogers Foam Corporation 401(K)/Profit Sharing Plan (plan 001)
- Rogers Foam Corporation — all reported plans
- Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement Plan (plan 001)
- Triumvirate Environmental, Inc. — all reported plans
- Mass General Brigham Long-Term Disability Plan (plan 503)
- Ghc Ltd Master Trust (plan 570)
- Mass General Brigham Incorporated — all reported plans
- Recorded Future 401k Plan (plan 001)
- Recorded Future, Inc. — all reported plans
- Smartbear Software, Inc. 401(K) Plan (plan 001)
- Smartbear Software, Inc. — all reported plans
- Methodology
- Data sources