How many benefit plans does Massachusetts Financial Services Company report on Form 5500?

Massachusetts Financial Services Company (EIN 04-2747644) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Massachusetts Financial Services Company?

The Employer Identification Number (EIN) reported for Massachusetts Financial Services Company is 04-2747644.

What is the latest Form 5500 filing year for Massachusetts Financial Services Company?

The latest loaded Form 5500 filing year for Massachusetts Financial Services Company is 2023.

Massachusetts Financial Services Company — 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, Massachusetts Financial Services Company (EIN 04-2747644) is a plan sponsor located in Boston, MA with 2 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: 04-2747644
Location: Boston, MA
Loaded plans: 3
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 Massachusetts Financial Services Company

3 loaded plans hold $1.3B in reported assets.
The largest, Massachusetts Financial Services Company Defined Contribution Plan, holds 62% of this company's reported plan assets.
Plans cover 6,450 reported participants.
2 of 3 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3BSummed across loaded plans$1,348,842,855

Total reported assets$1.3B$1,348,842,855

Total reported participants6.5K6,450

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3B total assets

Net assets$1.3BLiabilities$0

Contributions & income

Employer contributions$29.4M

Participant contributions$22.2M

Total income / additions$253.7M

Expenses & distributions

Benefits paid / distributions$79M

Total expenses$79M

Net increase / (decrease)$174.7M

Data coverage

Plans with financial statements2 / 3 (67%)

Plans with provider compensation2 / 3 (67%)

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 assets62%Massachusetts Financial Services Company Defined Contribution Plan

Participants per plan2,150Average across loaded plans

Loaded plans3

Ranked by reported assets

Largest loaded plans

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

1
Massachusetts Financial Services Company Defined Contribution Plan$838.8M
Plan #002 · 2,529 participants · 2023
2
Mfsaving Retirement Plan$510M
Plan #015 · 2,390 participants · 2023
3
Massachusetts Financial Services Company Welfare Benefit Plannot reported in the loaded dataset
Plan #501 · 1,531 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 Massachusetts Financial Services Company. Open one for its full reported snapshot.

2023
Massachusetts Financial Services Company Welfare Benefit Plan1,531 participants · 2No schedules
View filing →
2023
Massachusetts Financial Services Company Defined Contribution Plan2,529 participants · 2Sch HSch C
View filing →
2023
Mfsaving Retirement Plan2,390 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Massachusetts Financial Services Company report on Form 5500?: Massachusetts Financial Services Company (EIN 04-2747644) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Massachusetts Financial Services Company?: The Employer Identification Number (EIN) reported for Massachusetts Financial Services Company is 04-2747644.
What is the latest Form 5500 filing year for Massachusetts Financial Services Company?: The latest loaded Form 5500 filing year for Massachusetts Financial Services Company is 2023.