Arlington, 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, Arlington, MA has 18 loaded benefit plan(s) reported by 12 plan sponsor(s), with $132,791,476 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$132,791,476
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$132,791,476

Contributions & income

Employer contributions
$2,661,425
Participant contributions
$7,774,261
Total income / additions
$33,204,679

Expenses & distributions

Benefits paid / distributions
$9,274,617
Total expenses
$9,559,134
Net increase / (decrease)
$23,645,545

Coverage

Total reported participants
2,914
Plans with financial statements
12
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arlington, 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 Arlington, MA
PlanSponsorReported assets (EOY)Year
Leader Bank 401k PlanLeader Bank$47,834,4662023
American Alarm & Communications, Inc. 401(K)American Alarm & Communications, Inc.$26,652,5182023
Arlington Coal & Lumber Co. 401(K) Retirement PlanArlington Coal & Lumber Company$16,279,7922023
Armstrong Ambulance Service, Inc. 401(K) Retirement PlanArmstrong Ambulance Service, Inc.$14,850,0292023
Structure Consulting Group, Inc. 401(K) PlanStructure Consulting Group, Inc.$11,172,7632023
Pigott Electric Co., Inc. 401(K) Retirement PlanPigott Electric Co., Inc.$6,435,3432023
Mirak Savings And Profit Sharing PlanMirak Chevrolet, Inc.$4,269,7382023
Bw Kennedy 401(K) PlanBw Kennedy$4,233,6882023
Five Elements, Inc. 401(K) PlanFive Elements, Inc.$593,5882023
Aikenhead Real Estate Inc 401(K) Profit Sharing Plan & TrustAikenhead Real Estate Inc$254,5722023
Davison Insurance Agency Profit Sharing PlanDavison Insurance Agency, Inc. Profit Sharing Plan$214,9792023
Column Health LLC 401(K) PlanColumn Health LLC$02023
Leader Bank Health Reimbursement ArrangementLeader Bank, Nanot reported in the loaded dataset2023
Leader Bank Flexible Spending AccountLeader Bank, Nanot reported in the loaded dataset2023
Arlington Coal & Lumber Co. Medical PlanArlington Coal & Lumber Co.not reported in the loaded dataset2023
Arlington Coal & Lumber Co. Dental PlanArlington Coal & Lumber Co.not reported in the loaded dataset2023
Leader Bank, Na Employee Benefit PlanLeader Bank, Nanot reported in the loaded dataset2023
American Alarm And Communications, Inc. Group Health And Welfare PlanAmerican Alarm And Communications, Inc.not reported in the loaded dataset2023

Related Form 5500 pages