Plan5500

West Roxbury, 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 Roxbury, MA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $42,913,304 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 West Roxbury

  • 4 loaded plans hold $42.9M in reported assets across 4 sponsors.
  • The largest, The Roxbury Latin School 403(B) Retirement Plan, holds 87% of reported West Roxbury plan assets.
  • Plans cover 167 participants — about 42 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$42.9MSummed across loaded plans$42,913,304
Total reported assets$42.9M$42,913,304
Total reported participants167
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42.9M total assets
Net assets$42.9MLiabilities$0
Contributions & income
Employer contributions$875.6K
Participant contributions$807.1K
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$6M

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 West Roxbury, 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 Roxbury market comparison

Largest plan share of assets87%The Roxbury Latin School 403(B) Retirement Plan
Participants per plan42Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in West Roxbury

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

  1. 1
    The Roxbury Latin School 403(B) Retirement Plan$37.4M
    The Roxbury Latin School · 2023
  2. 2
    Holyhood Cemetery Association Pension Plan$3.9M
    Holyhood Cemetery Association · 2023
  3. 3
    Timothy N. Smith, D.M.D., 401(K) Profit Sharing Plan$1.2M
    Timothy N. Smith, D.M.D. · 2023
  4. 4
    Scrymp Enterprises Retirement Plan$445.6K
    Scrymp Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages