Winchester, 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, Winchester, MA has 27 loaded benefit plan(s) reported by 18 plan sponsor(s), with $294,679,696 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $294,679,696
- Total reported liabilities (EOY)
- $9,327,076
- Total reported net assets (EOY)
- $285,352,620
Contributions & income
- Employer contributions
- $7,935,236
- Participant contributions
- $23,305,554
- Total income / additions
- $119,856,599
Expenses & distributions
- Benefits paid / distributions
- $46,676,546
- Total expenses
- $47,658,227
- Net increase / (decrease)
- $72,198,372
Coverage
- Total reported participants
- 9,126
- Plans with financial statements
- 19
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winchester, 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 |
|---|---|---|---|
| John Moriarty & Associates, Inc. 401k Retirement Plan | John Moriarty & Associates, Inc. | $104,797,606 | 2023 |
| Winchester Physician Associates, Inc. Profit Sharing Plan | Winchester Hospital | $52,055,212 | 2023 |
| Gentle Giant Employment Company, LLC 401(K) Profit Sharing Plan | Gentle Giant Employment Company, LLC | $32,631,376 | 2023 |
| Schools For Children, Inc. 403(B) Retirement Plan | Schools For Children, Inc. | $23,044,594 | 2023 |
| Sbera Pension Plan As Adopted By Winchester Savings Bank | Winchester Savings Bank | $19,176,476 | 2023 |
| Sbera 401(K) Plan As Adopted By Winchester Savings Bank | Winchester Savings Bank | $12,096,433 | 2023 |
| Wise Construction Corp. 401(K) Plan | Wise Construction Corporation | $12,062,328 | 2023 |
| Salter Healthcare Inc 401(K) Savings Plan | Stellar Health Management LLC | $10,631,731 | 2023 |
| Salter Healthcare, Inc. 401k Savings Plan | Salter Health Management LLC | $10,631,731 | 2023 |
| Winchester Hospital Flexible Pension Plan | Winchester Hospital | $9,262,156 | 2023 |
| Winchester Oral Surgery, Pc 401(K) Profit Sharing Plan | Winchester Oral Surgery, Pc | $4,602,207 | 2023 |
| Silva Brothers Construction 401(K) Profit Sharing Plan | Silva Brothers Construction | $2,646,986 | 2023 |
| Winchester Cleaning Corp. 401k Profit Sharing Plan | Winchester Cleaning Corp. | $525,444 | 2023 |
| J Bass, Inc. Retirement Plan | J Bass, Inc. | $373,160 | 2023 |
| Day Ventures, Inc. 401(K) Plan | Day Ventures, Inc. | $128,144 | 2023 |
| Winchester Healthcare Enterprises, Inc. 401(K) Plan | Winchester Hospital | $9,291 | 2023 |
| Mahoney'S Garden Centers Group Medical Plan (502) | Mahoney'S Rocky Ledge LLC | $4,785 | 2023 |
| Macaulay Fitness Inc. 401(K) Profit Sharing Plan | Macaulay Fitness Inc. | $36 | 2023 |
| Stoneham Medical Group, LLC Profit Sharing Plan | Winchester Hospital | $0 | 2023 |
| Mahoney'S Garden Centers Welfare Benefits Plan | Mahoney'S Garden Centers | not reported in the loaded dataset | 2023 |
| John Moriarty And Associates, Inc. Welfare Benefits | John Moriarty And Associates, Inc. | not reported in the loaded dataset | 2023 |
| Group Life Insurance/Add/Ltd Benefits Schools For Children, Inc. | Schools For Children, Inc. | not reported in the loaded dataset | 2023 |
| Stellar Health Group | Stellar Health Management LLC | not reported in the loaded dataset | 2023 |
| Stellar Health Group Vol. Coverage | Stellar Health Management LLC | not reported in the loaded dataset | 2023 |
| Before Tax Premium Payment Plan Schools For Children, Inc. | Schools For Children, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Winchester → · Winchester plans by participants → · Winchester plans with financial data → · Winchester plans with provider compensation → · $1B+ plans in Winchester →
Related Form 5500 pages
- All MA Form 5500 filings
- John Moriarty & Associates, Inc. 401k Retirement Plan (plan 001)
- John Moriarty & Associates, Inc. — all reported plans
- Winchester Physician Associates, Inc. Profit Sharing Plan (plan 001)
- Winchester Hospital — all reported plans
- Gentle Giant Employment Company, LLC 401(K) Profit Sharing Plan (plan 001)
- Gentle Giant Employment Company, LLC — all reported plans
- Schools For Children, Inc. 403(B) Retirement Plan (plan 001)
- Schools For Children, Inc. — all reported plans
- Sbera Pension Plan As Adopted By Winchester Savings Bank (plan 001)
- Winchester Savings Bank — all reported plans
- Sbera 401(K) Plan As Adopted By Winchester Savings Bank (plan 002)
- Wise Construction Corp. 401(K) Plan (plan 001)
- Wise Construction Corporation — all reported plans
- Salter Healthcare Inc 401(K) Savings Plan (plan 001)
- Stellar Health Management LLC — all reported plans
- Salter Healthcare, Inc. 401k Savings Plan (plan 001)
- Salter Health Management LLC — all reported plans
- Winchester Hospital Flexible Pension Plan (plan 002)
- Winchester Hospital — all reported plans
- Winchester Oral Surgery, Pc 401(K) Profit Sharing Plan (plan 001)
- Winchester Oral Surgery, Pc — all reported plans
- Silva Brothers Construction 401(K) Profit Sharing Plan (plan 001)
- Silva Brothers Construction — all reported plans
- Winchester Cleaning Corp. 401k Profit Sharing Plan (plan 001)
- Winchester Cleaning Corp. — all reported plans
- J Bass, Inc. Retirement Plan (plan 001)
- J Bass, Inc. — all reported plans
- Day Ventures, Inc. 401(K) Plan (plan 001)
- Day Ventures, Inc. — all reported plans
- Methodology
- Data sources