Beverly, 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, Beverly, MA has 51 loaded benefit plan(s) reported by 39 plan sponsor(s), with $846,389,341 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 51
- Plan sponsors
- 39
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $846,389,341
- Total reported liabilities (EOY)
- $7,128,052
- Total reported net assets (EOY)
- $839,261,289
Contributions & income
- Employer contributions
- $17,749,337
- Participant contributions
- $58,001,465
- Total income / additions
- $207,411,182
Expenses & distributions
- Benefits paid / distributions
- $60,592,142
- Total expenses
- $64,425,338
- Net increase / (decrease)
- $142,985,844
Coverage
- Total reported participants
- 30,322
- Plans with financial statements
- 37
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beverly, 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 |
|---|---|---|---|
| Axcelis Technologies, Inc. Long-Term Investment Plan | Axcelis Technologies, Inc. | $246,546,907 | 2023 |
| American Renal Management LLC 401(K) Plan | American Renal Management LLC | $110,491,339 | 2023 |
| Endicott College Dc Retirement Plan | Endicott College | $103,214,434 | 2023 |
| Atn International 401(K) Plan | Atn International, Inc. | $74,659,371 | 2023 |
| Oxford Staff 401(K) Retirement Savings Plan | Oxford Global Resources, LLC | $44,997,056 | 2023 |
| Shore Country Day School 403(B) Dc Plan | Shore Country Day School | $28,996,789 | 2023 |
| Savings Plan Of Harmonic Drive LLC | Harmonic Drive LLC | $24,894,934 | 2023 |
| The Quarto Group, Inc. 401(K) Profit Sharing Plan | The Quarto Group, Inc. | $19,704,661 | 2023 |
| C M & B 401(K) Retirement & Profit Sharing Plan | Construction Management & Builders, Inc. | $19,638,700 | 2023 |
| Krohne 401k Retirement Plan | Krohne, Inc. | $18,152,285 | 2023 |
| Oxford Consultant 401(K) Retirement Savings Plan | Oxford Global Resources, LLC | $13,863,034 | 2023 |
| Microline Surgical Inc 401(K) Plan | Microline Surgical, Inc. | $12,805,858 | 2023 |
| Brookwood Financial Partners, LLC 401(K) Plan | Brookwood Financial Partners, LLC | $12,391,368 | 2023 |
| Shetland Properties Employee Savings And Retirement Plan | Shetland Investments Limited Partnership | $12,304,622 | 2023 |
| Windover Construction, Inc. Employee Stock Ownership Plan And Trust | Windover Construction Inc. | $11,783,000 | 2023 |
| Beverly School For The Deaf Dc Retirement Plan #327946 | Beverly School For The Deaf | $9,507,882 | 2023 |
| Pediatric Associates Of Greater Salem, Inc. 401(K) Profit Sharing Plan | Pediatric Associates Of Greater Salem, Inc. | $9,213,467 | 2023 |
| Montserrat College Of Art 403(B)Dc Plan | Montserrat College Of Art | $8,128,552 | 2023 |
| Delta Electronics Mfg Corp. 401(K) Savings Plan | Delta Electronics Mfg Corp. | $7,420,846 | 2023 |
| Marketing By Design, LLC 401(K) Plan | Marketing By Design, LLC | $6,779,451 | 2023 |
| The 1911 Trust Company 401(K) Profit Sharing Plan | The 1911 Trust Company, LLC | $6,497,832 | 2023 |
| Tk&K Services, LLC 401(K) Plan | Tk&K Services, L.L.C. | $5,702,837 | 2023 |
| Hopeful Journeys Educational Center, Inc 401(K) Profit Sharing Plan | Hopeful Journeys Educational Center, Inc | $5,009,999 | 2023 |
| System 7 Wolfers 401(K) Retirement Plan | System 7 Wolfers, Inc. | $4,683,461 | 2023 |
| Professional Relations And Research Institute, Inc. 401(K) Plan | Professional Relations And Research Institute, Inc | $4,490,160 | 2023 |
Largest plans in Beverly → · Beverly plans by participants → · Beverly plans with financial data → · Beverly plans with provider compensation → · $1B+ plans in Beverly →
Related Form 5500 pages
- All MA Form 5500 filings
- Axcelis Technologies, Inc. Long-Term Investment Plan (plan 001)
- Axcelis Technologies, Inc. — all reported plans
- American Renal Management LLC 401(K) Plan (plan 001)
- American Renal Management LLC — all reported plans
- Endicott College Dc Retirement Plan (plan 002)
- Endicott College — all reported plans
- Atn International 401(K) Plan (plan 001)
- Atn International, Inc. — all reported plans
- Oxford Staff 401(K) Retirement Savings Plan (plan 001)
- Oxford Global Resources, LLC — all reported plans
- Shore Country Day School 403(B) Dc Plan (plan 001)
- Shore Country Day School — all reported plans
- Savings Plan Of Harmonic Drive LLC (plan 001)
- Harmonic Drive LLC — all reported plans
- The Quarto Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- The Quarto Group, Inc. — all reported plans
- C M & B 401(K) Retirement & Profit Sharing Plan (plan 001)
- Construction Management & Builders, Inc. — all reported plans
- Krohne 401k Retirement Plan (plan 001)
- Krohne, Inc. — all reported plans
- Oxford Consultant 401(K) Retirement Savings Plan (plan 002)
- Microline Surgical Inc 401(K) Plan (plan 001)
- Microline Surgical, Inc. — all reported plans
- Brookwood Financial Partners, LLC 401(K) Plan (plan 001)
- Brookwood Financial Partners, LLC — all reported plans
- Shetland Properties Employee Savings And Retirement Plan (plan 002)
- Shetland Investments Limited Partnership — all reported plans
- Windover Construction, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Windover Construction Inc. — all reported plans
- Methodology
- Data sources