MA Form 5500 retirement and benefit plan filings

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

Cities by loaded plan count

• Boston, MA — 2,501 plan(s)
• Woburn, MA — 280 plan(s)
• Cambridge, MA — 273 plan(s)
• Waltham, MA — 243 plan(s)
• Burlington, MA — 170 plan(s)
• Worcester, MA — 126 plan(s)
• Springfield, MA — 122 plan(s)
• Newton, MA — 96 plan(s)
• Quincy, MA — 94 plan(s)
• Framingham, MA — 87 plan(s)
• Andover, MA — 86 plan(s)
• Marlborough, MA — 76 plan(s)
• Braintree, MA — 74 plan(s)
• Canton, MA — 72 plan(s)
• Needham, MA — 71 plan(s)

1. 1
   State Street S&P 500(R) Index Non-Lending Series Fund Class A$80.5B

   State Street Global Advisors Trust Company · Boston · 2023
2. 2
   Fidelity Growth Company Commingled Pool$60.2B

   Fidelity Management Trust Company · Boston · 2023
3. 3
   Fidelity Contrafund Commingled Pool$42B

   Fidelity Management Trust Company · Boston · 2023
4. 4
   State Street S&P 500(R) Index Securities Lending Series Fund Class I$39B

   State Street Global Advisors Trust Company · Boston · 2023
5. 5
   State Street S&P 500(R) Index Securities Lending Series Fund Class Ii$33.8B

   State Street Global Advisors Trust Company · Boston · 2023
6. 6
   State Street S&P 500(R) Index Non-Lending Series Fund Class K$33.8B

   State Street Global Advisors Trust Company · Boston · 2023
7. 7
   State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A$28.8B

   State Street Global Advisors Trust Company · Boston · 2023
8. 8
   Fidelity Retirement Savings Plan$28.6B

   Fmr LLC · Boston · 2023
9. 9
   State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I$26B

   State Street Global Advisors Trust Company · Boston · 2023
10. 10
    State Street World Developed Ex Us Index Non-Lending Series Fund Class A$24.7B

    State Street Global Advisors Trust Company · Boston · 2023
11. 11
    Spartan Group Trust For Employee Benefit Plans Spartan Total Market Index Pool$24.4B

    Geode Capital Management Trust Company, LLC · Boston · 2023
12. 12
    Spartan Group Trust For Employee Benefit Plans Spartan 500 Index Pool$22.3B

    Geode Capital Management Trust Company, LLC · Boston · 2023
13. 13
    State Street World Developed Ex Us Index Securities Lending Series Fund Class I$21.2B

    State Street Global Advisors Trust Company · Boston · 2023
14. 14
    State Street U.S. Bond Index Non-Lending Series Fund Class A$20.8B

    State Street Global Advisors Trust Company · Boston · 2023
15. 15
    State Street S&P 500(R) Flagship Non-Lending Fund$17.6B

    State Street Global Advisors Trust Company · Boston · 2023

Largest MA plans → · MA plans by participants → · MA plans with financial data → · MA plans with provider compensation → · $1B+ MA plans →

Related Form 5500 pages

• Boston, MA Form 5500 filings
• Woburn, MA Form 5500 filings
• Cambridge, MA Form 5500 filings
• Waltham, MA Form 5500 filings
• Burlington, MA Form 5500 filings
• Worcester, MA Form 5500 filings
• Springfield, MA Form 5500 filings
• Newton, MA Form 5500 filings
• Quincy, MA Form 5500 filings
• Framingham, MA Form 5500 filings
• Andover, MA Form 5500 filings
• Marlborough, MA Form 5500 filings
• Braintree, MA Form 5500 filings
• Canton, MA Form 5500 filings
• Needham, MA Form 5500 filings
• State Street S&P 500(R) Index Non-Lending Series Fund Class A (plan 097)
• Fidelity Growth Company Commingled Pool (plan 135)
• Fidelity Contrafund Commingled Pool (plan 133)
• State Street S&P 500(R) Index Securities Lending Series Fund Class I (plan 065)
• State Street S&P 500(R) Index Securities Lending Series Fund Class Ii (plan 078)
• State Street S&P 500(R) Index Non-Lending Series Fund Class K (plan 388)
• State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A (plan 299)
• Fidelity Retirement Savings Plan (plan 002)
• State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I (plan 282)
• State Street World Developed Ex Us Index Non-Lending Series Fund Class A (plan 012)
• Methodology
• Data sources