Plan5500

Sullivan & Worcester Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sullivan & Worcester Llp (EIN 04-2387531) is a plan sponsor located in Boston, MA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2387531
Location
Boston, MA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sullivan & Worcester Llp

  • 4 loaded plans hold $216.8M in reported assets.
  • The largest, Sullivan & Worcester Llp Savings And Investment Plan, holds 50% of this company's reported plan assets.
  • Plans cover 951 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$216.8MSummed across loaded plans$216,798,441
Total reported assets$216.8M$216,798,441
Total reported participants951
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$216.8M total assets
Net assets$216.8MLiabilities—
Contributions & income
Employer contributions$3.3M
Participant contributions$4M
Total income / additions$40.3M
Expenses & distributions
Benefits paid / distributions$25.8M
Total expenses$25.9M
Net increase / (decrease)$14.4M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets50%Sullivan & Worcester Llp Savings And Investment Plan
Participants per plan238Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Sullivan & Worcester Llp Savings And Investment Plan$108.1M
    Plan #002 · 297 participants · 2023
  2. 2
    Sullivan & Worcester Llp Retirement Plan$86.5M
    Plan #001 · 230 participants · 2023
  3. 3
    Sullivan & Worcester Llp Savings And Investment Plan For Associates$22.2M
    Plan #027 · 174 participants · 2023
  4. 4
    Sullivan & Worcester Llp Welfare Plannot reported in the loaded dataset
    Plan #507 · 250 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sullivan & Worcester Llp. Open one for its full reported snapshot.

  1. 2023
    Sullivan & Worcester Llp Welfare Plan250 participants · 2No schedules
    View filing →
  2. 2023
    Sullivan & Worcester Llp Savings And Investment Plan For Associates174 participants · 2Sch HSch C
    View filing →
  3. 2023
    Sullivan & Worcester Llp Savings And Investment Plan297 participants · 2Sch HSch C
    View filing →
  4. 2023
    Sullivan & Worcester Llp Retirement Plan230 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sullivan & Worcester Llp report on Form 5500?
Sullivan & Worcester Llp (EIN 04-2387531) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sullivan & Worcester Llp?
The Employer Identification Number (EIN) reported for Sullivan & Worcester Llp is 04-2387531.
What is the latest Form 5500 filing year for Sullivan & Worcester Llp?
The latest loaded Form 5500 filing year for Sullivan & Worcester Llp is 2023.

Related Form 5500 pages