Belmont, 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, Belmont, MA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $110,073,833 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $110,073,833
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $110,073,833
Contributions & income
- Employer contributions
- $1,828,390
- Participant contributions
- $2,567,818
- Total income / additions
- $20,674,941
Expenses & distributions
- Benefits paid / distributions
- $9,445,931
- Total expenses
- $9,589,931
- Net increase / (decrease)
- $11,085,010
Coverage
- Total reported participants
- 858
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Belmont, 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 |
|---|---|---|---|
| Belmont Hill School Defined Contribution Retirement Plan | Belmont Hill School | $61,515,377 | 2023 |
| Belmont Day School Dc Retirement Plan | The Belmont Day School, Inc. | $22,608,256 | 2023 |
| Custom Learning Designs, Inc. 401(K) Plan | Custom Learning Designs, Inc. | $14,193,601 | 2023 |
| Mystic Valley Wheelworks, Inc. 401(K) Profit Sharing Plan | Mystic Valley Wheel Works, Inc. | $7,581,811 | 2023 |
| The O'Connor Group, Inc. 401(K) Profit Sharing Plan And Trust | The O'Connor Group, Inc. | $4,174,788 | 2023 |
| Cambridge Pediatric Dental Associates Profit Sharing Plan | Cambridge Pediatric Dental Associates, Pc | $0 | 2023 |
| Belmont Hill School Employee Benefit Plan | Belmont Hill School | not reported in the loaded dataset | 2023 |
Largest plans in Belmont → · Belmont plans by participants → · Belmont plans with financial data → · Belmont plans with provider compensation → · $1B+ plans in Belmont →
Related Form 5500 pages
- All MA Form 5500 filings
- Belmont Hill School Defined Contribution Retirement Plan (plan 001)
- Belmont Hill School — all reported plans
- Belmont Day School Dc Retirement Plan (plan 001)
- The Belmont Day School, Inc. — all reported plans
- Custom Learning Designs, Inc. 401(K) Plan (plan 001)
- Custom Learning Designs, Inc. — all reported plans
- Mystic Valley Wheelworks, Inc. 401(K) Profit Sharing Plan (plan 001)
- Mystic Valley Wheel Works, Inc. — all reported plans
- The O'Connor Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- The O'Connor Group, Inc. — all reported plans
- Cambridge Pediatric Dental Associates Profit Sharing Plan (plan 001)
- Cambridge Pediatric Dental Associates, Pc — all reported plans
- Belmont Hill School Employee Benefit Plan (plan 504)
- Methodology
- Data sources