Plan5500

West Boylston, 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, West Boylston, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $20,636,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in West Boylston

  • 5 loaded plans hold $20.6M in reported assets across 4 sponsors.
  • The largest, Curtis Industries, LLC Retirement Plan, holds 45% of reported West Boylston plan assets.
  • Plans cover 397 participants — about 79 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.6MSummed across loaded plans$20,636,540
Total reported assets$20.6M$20,636,540
Total reported participants397
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$20.6MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$704.1K
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$581.8K
Total expenses$588.7K
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Boylston, 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

West Boylston market comparison

Largest plan share of assets45%Curtis Industries, LLC Retirement Plan
Participants per plan79Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in West Boylston

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

  1. 1
    Curtis Industries, LLC Retirement Plan$9.4M
    Curtis Industries, LLC · 2023
  2. 2
    Central Coating Technologies, Inc. Employee Stock Ownership Plan$9.1M
    Central Coating Technologies, Inc. · 2023
  3. 3
    Commonwealth Franchise Group, Inc. 401(K) Plan$1.9M
    Commonwealth Franchise Group, Inc. · 2023
  4. 4
    Central Croft Corp. 401(K) Plan$190.3K
    Central Croft Corp. · 2023
  5. 5
    Curtis Industries, LLC Principal Insurance Plan$0
    Curtis Industries, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages