Taunton, 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, Taunton, MA has 30 loaded benefit plan(s) reported by 20 plan sponsor(s), with $557,380,567 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
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $557,380,567
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $557,380,567
Contributions & income
- Employer contributions
- $12,345,055
- Participant contributions
- $19,357,695
- Total income / additions
- $118,373,007
Expenses & distributions
- Benefits paid / distributions
- $45,259,947
- Total expenses
- $46,555,809
- Net increase / (decrease)
- $71,817,198
Coverage
- Total reported participants
- 9,042
- Plans with financial statements
- 19
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Taunton, 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 |
|---|---|---|---|
| Martignetti Companies, LLC 401(K) Plan | Martignetti Companies, LLC | $180,634,544 | 2023 |
| Sbera Pension Plan As Adopted By Bristol County Savings Bank | Bristol County Savings Bank | $72,827,287 | 2023 |
| Sbera 401(K) Plan As Adopted By Bristol County Savings Bank | Bristol County Savings Bank | $53,515,202 | 2023 |
| Environmental Systems, Inc. Profit Sharing Plan | Environmental Systems, Inc. | $37,675,184 | 2023 |
| Local 8 Salary Savings Plan | Martignetti Companies, LLC | $33,745,085 | 2023 |
| Employees' Retirement Plan Of Hartley & Parker Limited, Inc. | Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker | $31,027,281 | 2023 |
| Maxon Precision Motors Profit Sharing Plan | Maxon Precision Motors, Inc. | $26,161,521 | 2023 |
| Quality Beverage 401(K) Plan | Quality Beverage Limited Partnership | $23,592,947 | 2023 |
| Community Counseling Of Bristol County, Inc. Savings Plan | Community Counseling Of Bristol County, Inc. | $20,992,147 | 2023 |
| Dennis K. Burke, Inc. Profit Sharing And 401(K) Plan | Dennis K. Burke, Inc. | $18,219,778 | 2023 |
| Harpak-Ulma Packaging, LLC | Harpak-Ulma Packaging, LLC | $13,861,756 | 2023 |
| G. Lopes Construction Inc. 401(K) Plan | G. Lopes Construction Inc. | $13,845,619 | 2023 |
| Hartley & Parker Ltd, Inc. 401(K) Plan | Hartley & Parker Ltd, Inc. | $11,402,041 | 2023 |
| 403(B) Thrift Plan Of Associates For Human Services, Inc. | Associates For Human Services, | $5,969,179 | 2023 |
| H&L Bloom Inc. 401(K) Profit Sharing Plan | H&L Bloom Inc. | $5,047,831 | 2023 |
| Arocam, Inc. 401(K) Profit Sharing Plan | Arocam Inc | $4,069,436 | 2023 |
| 403(B) Thrift Plan For Employees Of Triumph, Inc. | Triumph, Inc. | $3,765,528 | 2023 |
| Rego & Sons, Inc. Profit Sharing Plan | Rego & Sons, Inc. | $686,172 | 2023 |
| M. Leite Home Improvement, Inc. Profit Sharing Plan | M Leite Home Improvements Inc | $342,029 | 2023 |
| Mechanics Cooperative Bank | Mechanics Cooperative Bank | not reported in the loaded dataset | 2023 |
| Emond Plumbing And Heating'S Health And Welfare Benefits Plan | Emond Plumbing And Heating, Inc. | not reported in the loaded dataset | 2023 |
| Community Counseling Of Bristol County Health & Welfare Plan | Community Counseling Of Bristol County | not reported in the loaded dataset | 2023 |
| Bristol County Savings Bank Group Life Ins. & Ltd Plan | Bristol County Savings Bank | not reported in the loaded dataset | 2023 |
| Northeast Health Services, LLC Dba Transformations Care Network Health & Welfare Plan | Northeast Health Services, LLC Dba Transformations Care Network | not reported in the loaded dataset | 2023 |
| Kiessling Of Attleboro Inc. Employee Benefit Plan | Kiessling Of Attleboro Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Taunton → · Taunton plans by participants → · Taunton plans with financial data → · Taunton plans with provider compensation → · $1B+ plans in Taunton →
Related Form 5500 pages
- All MA Form 5500 filings
- Martignetti Companies, LLC 401(K) Plan (plan 002)
- Martignetti Companies, LLC — all reported plans
- Sbera Pension Plan As Adopted By Bristol County Savings Bank (plan 001)
- Bristol County Savings Bank — all reported plans
- Sbera 401(K) Plan As Adopted By Bristol County Savings Bank (plan 002)
- Environmental Systems, Inc. Profit Sharing Plan (plan 001)
- Environmental Systems, Inc. — all reported plans
- Local 8 Salary Savings Plan (plan 004)
- Employees' Retirement Plan Of Hartley & Parker Limited, Inc. (plan 001)
- Martignetti Companies Of Connecticut, LLC D/B/A Hartley & Parker — all reported plans
- Maxon Precision Motors Profit Sharing Plan (plan 001)
- Maxon Precision Motors, Inc. — all reported plans
- Quality Beverage 401(K) Plan (plan 003)
- Quality Beverage Limited Partnership — all reported plans
- Community Counseling Of Bristol County, Inc. Savings Plan (plan 001)
- Community Counseling Of Bristol County, Inc. — all reported plans
- Dennis K. Burke, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Dennis K. Burke, Inc. — all reported plans
- Harpak-Ulma Packaging, LLC (plan 001)
- Harpak-Ulma Packaging, LLC — all reported plans
- G. Lopes Construction Inc. 401(K) Plan (plan 001)
- G. Lopes Construction Inc. — all reported plans
- Hartley & Parker Ltd, Inc. 401(K) Plan (plan 002)
- 403(B) Thrift Plan Of Associates For Human Services, Inc. (plan 001)
- Associates For Human Services, — all reported plans
- H&L Bloom Inc. 401(K) Profit Sharing Plan (plan 001)
- H&L Bloom Inc. — all reported plans
- Methodology
- Data sources