Wellesley Hills, 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 Hills, MA has 15 loaded benefit plan(s) reported by 8 plan sponsor(s), with $1,936,634,515 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,936,634,515
- Total reported liabilities (EOY)
- $18,779
- Total reported net assets (EOY)
- $1,936,615,736
Contributions & income
- Employer contributions
- $54,597,944
- Participant contributions
- $52,535,813
- Total income / additions
- $394,879,765
Expenses & distributions
- Benefits paid / distributions
- $103,508,384
- Total expenses
- $105,565,331
- Net increase / (decrease)
- $289,314,434
Coverage
- Total reported participants
- 17,470
- Plans with financial statements
- 9
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wellesley Hills, 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 |
|---|---|---|---|
| Sun Advantage Savings And Investment Plan | Sun Life Financial U.S. Services Company, Inc. | $1,543,477,128 | 2023 |
| Retirement Income Plan | Sun Life Financial U.S. Services Company, Inc. | $270,643,436 | 2023 |
| Pearl Meyer 401(K) Plan | Pearl Meyer & Partners, LLC | $41,980,463 | 2023 |
| The Retirement Plan For Salaried Employees & Certain Hourly Employees Of American Biltrite Inc. | American Biltrite Inc. | $21,843,944 | 2023 |
| American Biltrite Inc. Savings And Investment Plan | American Biltrite Inc. | $20,644,448 | 2023 |
| Capital Crossing Servicing Company, LLC 401(K) Plan | Capital Crossing Servicing Company LLC | $15,741,277 | 2023 |
| 4g Clinical, LLC 401(K) Plan | 4g Clinical, LLC | $13,573,605 | 2023 |
| American Biltrite Savings And Investment Plan For Tape Division Union Employees | American Biltrite Inc. | $6,363,779 | 2023 |
| Wellesley Oral & Maxillofacial Surgery Associates, Inc. | Wellesley Oral & Maxillofacial Surgery Associates, Inc. | $2,366,435 | 2023 |
| Retiree Health Reimbursement Account | Sun Life Financial U.S. Services Company, Inc. | not reported in the loaded dataset | 2023 |
| Consolidated Non-Retirement Plan | American Biltrite Inc. | not reported in the loaded dataset | 2023 |
| Severance Pay And Benefit Plan | Sun Life Financial U.S. Services Company, Inc. | not reported in the loaded dataset | 2023 |
| Global Advanced Metals Health And Welfare Plan | Global Advanced Metals | not reported in the loaded dataset | 2023 |
| Gulf Management Services Lp Welfare Benefits Plan | Gulf Management Services Lp | not reported in the loaded dataset | 2023 |
| Health, Welfare And Flexible Benefits Plan | Sun Life Financial U.S. Services Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wellesley Hills → · Wellesley Hills plans by participants → · Wellesley Hills plans with financial data → · Wellesley Hills plans with provider compensation → · $1B+ plans in Wellesley Hills →
Related Form 5500 pages
- All MA Form 5500 filings
- Sun Advantage Savings And Investment Plan (plan 005)
- Sun Life Financial U.S. Services Company, Inc. — all reported plans
- Retirement Income Plan (plan 001)
- Pearl Meyer 401(K) Plan (plan 001)
- Pearl Meyer & Partners, LLC — all reported plans
- The Retirement Plan For Salaried Employees & Certain Hourly Employees Of American Biltrite Inc. (plan 016)
- American Biltrite Inc. — all reported plans
- American Biltrite Inc. Savings And Investment Plan (plan 023)
- Capital Crossing Servicing Company, LLC 401(K) Plan (plan 001)
- Capital Crossing Servicing Company LLC — all reported plans
- 4g Clinical, LLC 401(K) Plan (plan 001)
- 4g Clinical, LLC — all reported plans
- American Biltrite Savings And Investment Plan For Tape Division Union Employees (plan 025)
- Wellesley Oral & Maxillofacial Surgery Associates, Inc. (plan 001)
- Wellesley Oral & Maxillofacial Surgery Associates, Inc. — all reported plans
- Retiree Health Reimbursement Account (plan 519)
- Consolidated Non-Retirement Plan (plan 536)
- Severance Pay And Benefit Plan (plan 514)
- Global Advanced Metals Health And Welfare Plan (plan 501)
- Global Advanced Metals — all reported plans
- Gulf Management Services Lp Welfare Benefits Plan (plan 501)
- Gulf Management Services Lp — all reported plans
- Health, Welfare And Flexible Benefits Plan (plan 501)
- Methodology
- Data sources