Wellesley, 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, Wellesley, MA has 36 loaded benefit plan(s) reported by 28 plan sponsor(s), with $1,022,485,404 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,022,485,404
- Total reported liabilities (EOY)
- $36,576
- Total reported net assets (EOY)
- $1,022,448,780
Contributions & income
- Employer contributions
- $15,729,782
- Participant contributions
- $24,036,395
- Total income / additions
- $181,115,549
Expenses & distributions
- Benefits paid / distributions
- $55,789,193
- Total expenses
- $56,940,995
- Net increase / (decrease)
- $124,174,554
Coverage
- Total reported participants
- 11,007
- Plans with financial statements
- 28
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wellesley, 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 |
|---|---|---|---|
| Wellesley College 403(B) Retirement Plan | Wellesley College | $721,940,454 | 2023 |
| Wellesley Coll Pension Pln For Classified Ofc And Svc Ees | Wellesley College | $66,951,411 | 2023 |
| Dana Hall School Retirement Plan For Employees | Dana Hall School | $57,405,648 | 2023 |
| Gulf Oil 401(K) Plan | Gulf Management Services L.P. | $45,240,551 | 2023 |
| Enstructure 401(K) Plan | Enstructure LLC | $24,998,619 | 2023 |
| Maloney Properties, Inc. 401(K) Plan | Maloney Properties, Inc. | $21,507,222 | 2023 |
| Colonial Automotive Group 401k Plan | Wellesley Volkswagen, Inc. | $14,759,208 | 2023 |
| Nuvolo Technologies Corporation 401k Plan | Nuvolo Technologies Corporation | $11,117,685 | 2023 |
| Insource Services 401(K) Profit Sharing Plan | Insource Services, Inc. | $8,199,389 | 2023 |
| Dermatology Partners, Inc. 401(K) Profit Sharing Plan And Trust | Dermatology Partners, Inc. | $8,041,205 | 2023 |
| Foodmark, Inc. Safe Harbor 401(K) Plan | Foodmark, Inc. | $7,910,305 | 2023 |
| About Women By Women, A Professional Corporation 401(K) Profit Sharing Plan | About Women By Women, A Professional Corporation | $5,726,467 | 2023 |
| Healthcare Components Group 401(K) Plan | Healthcare Components Group Topco Inc. | $5,178,170 | 2023 |
| Clarkin & Phillips, P.C. 401(K) Profit Sharing Plan | Clarkin & Phillips, P.C. | $4,659,298 | 2023 |
| Poorvu Construction Company, Inc. 401(K) Plan | Poorvu Construction Company, Inc. | $3,462,801 | 2023 |
| Henry Elliott 401(K) Plan | Henry Elliott & Co, Inc. | $3,254,525 | 2023 |
| Greif & Litwak, P.C. Profit-Sharing Trust | Greif & Litwak, P.C. | $3,146,922 | 2023 |
| Breast Imaging Physicians Pc 401(K) Profit Sharing Plan & Trust | Breast Imaging Physicians Pc | $2,209,976 | 2023 |
| Merrill Lynch Custodian Fpo James W. Todd Retirment Plan | James W. Todd, Md | $1,980,948 | 2023 |
| Sherbrooke Capital Ii 401(K) Savings Plan | Sherbrooke Capital Ii, Inc. | $1,431,473 | 2023 |
| Newton Pediatrics, LLC 401(K) Profit Sharing Plan | Newton Pediatrics, LLC | $1,238,751 | 2023 |
| J D Captial Partners LLC 401(K) Profit Sharing Plan & Trust | J D Captial Partners LLC | $895,205 | 2023 |
| Joseph Moldover, Pc 401(K) Plan | Joseph Moldover, Pc | $710,205 | 2023 |
| Jena Ventures, Inc. Retirement Plan | Jena Ventures, Inc. | $322,229 | 2023 |
| Ivybrook 401k | Ivybrook, Inc. | $146,675 | 2023 |
Largest plans in Wellesley → · Wellesley plans by participants → · Wellesley plans with financial data → · Wellesley plans with provider compensation → · $1B+ plans in Wellesley →
Related Form 5500 pages
- All MA Form 5500 filings
- Wellesley College 403(B) Retirement Plan (plan 002)
- Wellesley College — all reported plans
- Wellesley Coll Pension Pln For Classified Ofc And Svc Ees (plan 001)
- Dana Hall School Retirement Plan For Employees (plan 003)
- Dana Hall School — all reported plans
- Gulf Oil 401(K) Plan (plan 001)
- Gulf Management Services L.P. — all reported plans
- Enstructure 401(K) Plan (plan 001)
- Enstructure LLC — all reported plans
- Maloney Properties, Inc. 401(K) Plan (plan 001)
- Maloney Properties, Inc. — all reported plans
- Colonial Automotive Group 401k Plan (plan 002)
- Wellesley Volkswagen, Inc. — all reported plans
- Nuvolo Technologies Corporation 401k Plan (plan 001)
- Nuvolo Technologies Corporation — all reported plans
- Insource Services 401(K) Profit Sharing Plan (plan 001)
- Insource Services, Inc. — all reported plans
- Dermatology Partners, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Dermatology Partners, Inc. — all reported plans
- Foodmark, Inc. Safe Harbor 401(K) Plan (plan 001)
- Foodmark, Inc. — all reported plans
- About Women By Women, A Professional Corporation 401(K) Profit Sharing Plan (plan 001)
- About Women By Women, A Professional Corporation — all reported plans
- Healthcare Components Group 401(K) Plan (plan 001)
- Healthcare Components Group Topco Inc. — all reported plans
- Clarkin & Phillips, P.C. 401(K) Profit Sharing Plan (plan 001)
- Clarkin & Phillips, P.C. — all reported plans
- Poorvu Construction Company, Inc. 401(K) Plan (plan 002)
- Poorvu Construction Company, Inc. — all reported plans
- Methodology
- Data sources