Boston, 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, Boston, MA has 2,501 loaded benefit plan(s) reported by 1,247 plan sponsor(s), with $1,847,212,600,265 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 2,501
- Plan sponsors
- 1,247
- Total reported assets (EOY)
- $1,847,212,600,265
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| State Street S&P 500(R) Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | $80,455,368,097 | 2023 |
| Fidelity Growth Company Commingled Pool | Fidelity Management Trust Company | $60,167,983,197 | 2023 |
| Fidelity Contrafund Commingled Pool | Fidelity Management Trust Company | $41,952,411,715 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | $38,999,391,429 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class Ii | State Street Global Advisors Trust Company | $33,782,609,492 | 2023 |
| State Street S&P 500(R) Index Non-Lending Series Fund Class K | State Street Global Advisors Trust Company | $33,765,305,565 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | $28,757,464,243 | 2023 |
| Fidelity Retirement Savings Plan | Fmr LLC | $28,649,852,331 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | $26,040,553,594 | 2023 |
| State Street World Developed Ex Us Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | $24,655,950,006 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Total Market Index Pool | Geode Capital Management Trust Company, LLC | $24,425,424,640 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | $22,307,946,475 | 2023 |
| State Street World Developed Ex Us Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | $21,248,769,489 | 2023 |
| State Street U.S. Bond Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | $20,777,820,877 | 2023 |
| State Street S&P 500(R) Flagship Non-Lending Fund | State Street Global Advisors Trust Company | $17,592,128,883 | 2023 |
| Managed Income Portfolio Ii Commingled Pool | Fidelity Management Trust Company | $17,364,640,803 | 2023 |
| Putnam Stable Value Fund | Putnam Fiduciary Trust Company, LLC | $16,790,399,685 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Global Ex Us Index Pool | Geode Capital Management Trust Company, LLC | $16,728,318,282 | 2023 |
| Arrowstreet Global Equity - Alpha Extension Fund | Arrowstreet Capital, Limited Partnership | $16,708,968,171 | 2023 |
| State Street Msci United States Index Securities Lending Common Trust Fund | State Street Global Advisors Trust Company | $15,797,091,684 | 2023 |
| State Street Daily Msci Emerging Markets Index Non-Lending Fund | State Street Global Advisors Trust Company | $15,113,482,394 | 2023 |
| State Street Russell Small/Mid Cap(R) Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | $14,396,736,585 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan International Index Pool | Geode Capital Management Trust Company, LLC | $14,100,876,600 | 2023 |
| State Street U.S. Bond Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | $13,812,181,575 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Developed International Index Pool | Geode Capital Management Trust Company, LLC | $12,770,915,123 | 2023 |
Largest plans in Boston → · Boston plans with financial data → · $1B+ plans in Boston → · Providers by reported compensation →
Related Form 5500 pages
- All MA Form 5500 filings
- State Street S&P 500(R) Index Non-Lending Series Fund Class A (plan 097)
- State Street Global Advisors Trust Company — all reported plans
- Fidelity Growth Company Commingled Pool (plan 135)
- Fidelity Management Trust Company — all reported plans
- 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 Advisors Trust Company — all reported plans
- State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A (plan 299)
- Fidelity Retirement Savings Plan (plan 002)
- Fmr LLC — all reported plans
- 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)
- State Street Global Advisors Trust Company — all reported plans
- Spartan Group Trust For Employee Benefit Plans Spartan Total Market Index Pool (plan 002)
- Geode Capital Management Trust Company, LLC — all reported plans
- Spartan Group Trust For Employee Benefit Plans Spartan 500 Index Pool (plan 001)
- State Street World Developed Ex Us Index Securities Lending Series Fund Class I (plan 011)
- State Street U.S. Bond Index Non-Lending Series Fund Class A (plan 177)
- State Street S&P 500(R) Flagship Non-Lending Fund (plan 004)
- Methodology
- Data sources