Plan5500

Sterling, 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, Sterling, MA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $96,036,446 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Sterling

  • 4 loaded plans hold $96M in reported assets across 4 sponsors.
  • The largest, Azelis Americas, LLC 401(K) Retirement Plan, holds 90% of reported Sterling plan assets.
  • Plans cover 749 participants — about 187 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$96MSummed across loaded plans$96,036,446
Total reported assets$96M$96,036,446
Total reported participants749
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$96M total assets
Net assets$96MLiabilities$0
Contributions & income
Employer contributions$2.5M
Participant contributions$5.9M
Total income / additions$24.3M
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$7.9M
Net increase / (decrease)$16.4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Computed from loaded plans

Sterling market comparison

Largest plan share of assets90%Azelis Americas, LLC 401(K) Retirement Plan
Participants per plan187Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Sterling

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Azelis Americas, LLC 401(K) Retirement Plan$86.4M
    Azelis Americas, LLC · 2023
  2. 2
    Geosearch, Inc. 401(K) Plan$8.3M
    Geosearch, Inc. · 2023
  3. 3
    Kitchen Associates, Inc. 401(K) Plan$1.4M
    Kitchen Associates, Inc. · 2023
  4. 4
    Dmh Electric, Inc. Employee Stock Ownership Plan And Trust$0
    Dmh Electric, Inc. · 2023

Largest plans in Sterling → · Sterling plans by participants → · Sterling plans with financial data → · Sterling plans with provider compensation → · $1B+ plans in Sterling →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sterling, MA?
4 plan(s) reported by 4 sponsor(s) are loaded for Sterling, MA.

Related Form 5500 pages