Southborough, 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, Southborough, MA has 30 loaded benefit plan(s) reported by 19 plan sponsor(s), with $369,678,273 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $369,678,273
- Total reported liabilities (EOY)
- $12,859
- Total reported net assets (EOY)
- $374,422,819
Contributions & income
- Employer contributions
- $11,757,067
- Participant contributions
- $30,644,657
- Total income / additions
- $102,231,181
Expenses & distributions
- Benefits paid / distributions
- $34,255,532
- Total expenses
- $34,945,887
- Net increase / (decrease)
- $67,285,294
Coverage
- Total reported participants
- 16,039
- Plans with financial statements
- 22
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Southborough, 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 |
|---|---|---|---|
| Virtusa Corporation 401(K) Plan | Virtusa Corporation | $138,862,973 | 2023 |
| St. Mark'S School Retirement Savings Plan | St. Mark'S School Of Southborough, Inc. | $51,713,573 | 2023 |
| The Fay School Defined Contribution Retirement Plan | The Fay School | $35,088,058 | 2023 |
| The New England Center For Children, Inc. Target Benefit Plan | The New England Center For Children, Inc. | $26,092,837 | 2023 |
| The New England Center For Children, Inc. Tax Deferred Annuity Plan | The New England Center For Children Inc. | $21,891,423 | 2023 |
| Alliance Health, Inc. Retirement Plan | Alliance Health, Inc. | $21,188,661 | 2023 |
| Veristat, LLC 401(K) Profit Sharing Plan | Veristat, LLC | $20,210,127 | 2023 |
| R.H. Long Motor Sales, Inc. 401(K) Plan | R.H. Long Motor Sales, Inc. | $12,108,322 | 2023 |
| Rxadvance Corporation 401(K) Plan | Rxadvance Corporation | $11,510,643 | 2023 |
| Danforth Advisors 401(K) Profit Sharing Plan | Danforth Advisors, LLC | $10,366,401 | 2023 |
| The New England Center For Children, Inc. Supplemental Benefit Plan | The New England Center For Children, Inc. | $9,966,601 | 2023 |
| Gleeson Powers, Inc. Profit Sharing Plan | Gleeson Powers, Inc. | $3,645,464 | 2023 |
| Wellen Construction Co., Inc. 401(K) Plan | Wellen Construction Co., Inc. | $2,558,271 | 2023 |
| Alliance Health, Inc. 403(B) Plan | Alliance Health, Inc. | $2,186,959 | 2023 |
| Alliance Health Management Services, LLC 403(B) Plan | Alliance Health Management Services, LLC | $1,148,924 | 2023 |
| Chase & Ellie Corp. 401(K) Profit Sharing Plan | Chase & Ellie Corp. | $478,063 | 2023 |
| John J. St. Andre, Jr. Money Purchase Pension Plan & Trust | John J. St. Andre, Jr. | $280,537 | 2023 |
| John J St Andre,Jr. Keough Profit Sharing Plan & Trust | John J. St. Andre, Jr | $149,795 | 2023 |
| Krsnadasa Inc. Retirement Plan | Krsnadasa Inc. | $112,151 | 2023 |
| Pine Health Benefit Trust | Graphic Arts Institute Of New England | $59,733 | 2023 |
| Kimbaman Corp. 401(K) Plan | Kimbaman Corp. | $58,757 | 2023 |
| Southborough Dental Associates 401(K) Plan | Southborough Dental Associates | $0 | 2023 |
| Renaissance Alliance Insurance Services, LLC Health Benefit Plan | Renaissance Alliance Insurance Services, LLC | not reported in the loaded dataset | 2023 |
| The New England Center For Children, Inc. Welfare Wrap Plan | The New England Center For Children Inc. | not reported in the loaded dataset | 2023 |
| Veristat, LLC Employee Benefits Plan | Veristat, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Southborough → · Southborough plans by participants → · Southborough plans with financial data → · Southborough plans with provider compensation → · $1B+ plans in Southborough →
Related Form 5500 pages
- All MA Form 5500 filings
- Virtusa Corporation 401(K) Plan (plan 001)
- Virtusa Corporation — all reported plans
- St. Mark'S School Retirement Savings Plan (plan 003)
- St. Mark'S School Of Southborough, Inc. — all reported plans
- The Fay School Defined Contribution Retirement Plan (plan 001)
- The Fay School — all reported plans
- The New England Center For Children, Inc. Target Benefit Plan (plan 002)
- The New England Center For Children, Inc. — all reported plans
- The New England Center For Children, Inc. Tax Deferred Annuity Plan (plan 001)
- Alliance Health, Inc. Retirement Plan (plan 002)
- Alliance Health, Inc. — all reported plans
- Veristat, LLC 401(K) Profit Sharing Plan (plan 002)
- Veristat, LLC — all reported plans
- R.H. Long Motor Sales, Inc. 401(K) Plan (plan 001)
- R.H. Long Motor Sales, Inc. — all reported plans
- Rxadvance Corporation 401(K) Plan (plan 001)
- Rxadvance Corporation — all reported plans
- Danforth Advisors 401(K) Profit Sharing Plan (plan 001)
- Danforth Advisors, LLC — all reported plans
- The New England Center For Children, Inc. Supplemental Benefit Plan (plan 003)
- Gleeson Powers, Inc. Profit Sharing Plan (plan 001)
- Gleeson Powers, Inc. — all reported plans
- Wellen Construction Co., Inc. 401(K) Plan (plan 001)
- Wellen Construction Co., Inc. — all reported plans
- Alliance Health, Inc. 403(B) Plan (plan 003)
- Alliance Health Management Services, LLC 403(B) Plan (plan 001)
- Alliance Health Management Services, LLC — all reported plans
- Methodology
- Data sources