Weymouth, 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, Weymouth, MA has 20 loaded benefit plan(s) reported by 14 plan sponsor(s), with $220,452,070 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
20
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$220,452,070
Total reported liabilities (EOY)
$27,837
Total reported net assets (EOY)
$220,424,233

Contributions & income

Employer contributions
$5,024,538
Participant contributions
$10,539,966
Total income / additions
$50,878,146

Expenses & distributions

Benefits paid / distributions
$14,663,334
Total expenses
$15,133,094
Net increase / (decrease)
$35,745,052

Coverage

Total reported participants
10,159
Plans with financial statements
12
Plans with provider compensation
6

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

Largest loaded plans in Weymouth, MA
PlanSponsorReported assets (EOY)Year
The Vertex Companies, LLC 401k PlanThe Vertex Companies, LLC$102,002,0292023
The Electro Switch Corp. 401(K) Profit Sharing PlanElectro Switch Corp.$70,795,2492023
Harold Brothers Mechanical 401(K) PlanHarold Brothers Mechanical Contractors, Inc.$18,021,9802023
Brewster Ambulance Service 401(K) Retirement PlanBrewster Ambulance Service, Inc.$12,512,9752023
Annese Electrical Services, Inc. 401(K)/Profit Sharing PlanAnnese Electrical Services, Inc.$11,384,9062023
Bhe Consulting, Inc. 401(K)PlanBhe Consulting$2,619,7452023
Section 403(B) Retirement Plan For William B Rice Eventide HomeWilliam B Rice Eventide Home$2,098,3582023
Egp Ik PlanBousaleh Enterprise Inc.$735,2032023
Get It Right Nutrition, Inc. 401k Profit Sharing PlanGet It Right Nutrition, Inc.$167,6742023
Segal Cycle And Performance Inc. Retirement PlanSegal Cycle And Performance Inc.$112,0892023
American Metalcraft Co Inc 401(K) Profit Sharing Plan & TrustAmerican Metalcraft Co Inc$1,8622023
Jrvserve Inc. 401(K) PlanJrvserve Inc.$02023
Harold Brothers Mechanical Contractors Inc. Life And Disability PlanHarold Brothers Mechanical Contractors Inc.not reported in the loaded dataset2023
Group Insurance Plan Of Electro Switch Corp.Electro Switch Corp.not reported in the loaded dataset2023
The Vertex Companies, LLC Health And Welfare Benefit PlanThe Vertex Companies, LLCnot reported in the loaded dataset2023
South Shore Bank Health And Welfare Benefits PlanSouth Shore Banknot reported in the loaded dataset2023
Harold Brothers Mechanical Contractors Inc. Group Health PlanHarold Brothers Mechanical Contractors Inc.not reported in the loaded dataset2023
Harold Brothers Mechanical Contractors, Inc. Dental PlanHarold Brothers Mechanical Contractors, Inc.not reported in the loaded dataset2023
Brewster Ambulance Services, Inc. Welfare Benefit PlanBrewster Ambulance Servicenot reported in the loaded dataset2023
Bhi Energy Health And Welfare Benefits PlanBhi Energynot reported in the loaded dataset2023

Related Form 5500 pages