Brockton, 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, Brockton, MA has 46 loaded benefit plan(s) reported by 27 plan sponsor(s), with $956,660,809 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
46
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$956,660,809
Total reported liabilities (EOY)
$32,686,238
Total reported net assets (EOY)
$920,273,519

Contributions & income

Employer contributions
$20,748,129
Participant contributions
$40,670,140
Total income / additions
$175,869,636

Expenses & distributions

Benefits paid / distributions
$78,397,074
Total expenses
$85,332,862
Net increase / (decrease)
$90,536,774

Coverage

Total reported participants
24,683
Plans with financial statements
30
Plans with provider compensation
19

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brockton, 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 Brockton, MA
PlanSponsorReported assets (EOY)Year
Signature Healthcare Retirement Savings PlanSignature Healthcare Brockton Hospital$212,108,1332023
W. B. Mason Company Retirement 401(K) Plan & TrustW. B. Mason Co. Inc.$183,687,7262023
Brockton Hospital Pension Fund Master TrustBrockton Hospital, Inc.$109,129,3602023
Harborone 401(K) PlanHarborone Bank$79,439,4632023
Signature Healthcare Retirement Plan CBrockton Hospital, Inc.$59,526,1592023
Harborone Bank Employee Stock Ownership PlanHarborone Bank$53,638,3272023
Signature Healthcare Retirement PlanBrockton Hospital, Inc.$49,603,2002023
Brockton Neighborhood Health Center 403(B) PlanBrockton Neighborhood Health Center$25,379,6252023
Concord Foods, LLC 401(K) Profit Sharing PlanConcord Foods, LLC$18,336,4472023
J. Derenzo Co. 401(K) Profit Sharing PlanJ. Derenzo Co.$15,180,2252023
Ace Surgical Supply Co., Inc. 401(K) PlanAce Surgical Supply Co., Inc.$14,865,1122023
Brockton Visiting Nurse Association Retirement PlanBrockton Visiting Nurse Association$13,620,7182023
Bamsi 403(B) Retirement PlanBrockton Area Multi-Services, Inc.$12,753,7642023
Northbridge Imaging Group, LLC 401(K) Profit Sharing PlanNorthbridge Imaging Group, LLC$12,607,6132023
Copeland Enterprises, Inc. 401(K) And Profit Sharing PlanCopeland Enterprises, Inc.$11,093,1842023
Old Colony Elder Services, Inc 401k PlanOld Colony Elder Services, Inc$9,818,3232023
Churchill Linen Service, Inc. 401(K) Profit Sharing PlanChurchill Linen Service, Inc.$8,620,3682023
Health Imperatives, Inc. Retirement Savings PlanHealth Imperatives, Inc.$8,398,4152023
Self-Help, Inc. Tax Sheltered Annuity PlanSelf Help, Inc.$6,705,6602023
Gastrointestinal Specialists/Commonwealth Endoscopy Center Defined Benefit Pension PlanGastrointestinal Specialists/ Commonwealth Endoscopy Center$6,497,9512023
Gastrointestinal Specialists/ Commonwealth Endoscopy Center 401(K) PlanGastrointestinal Specialists/ Commonwealth Endoscopy Center$6,440,3162023
Self-Help, Inc. Pension PlanSelf Help Inc$6,340,0552023
Gastroenterology Affiliates Of Southeastern, Ma 401(K) Profit Sharing PlanGastroenterology Affiliates Of Southeastern, Ma P.C.$6,250,1962023
Gtr Manufacturing, LLC 401k Profit Sharing Plan And TrustGtr Manufacturing, LLC$5,742,2352023
Father Bill'S & Mainspring, Inc. 401(K) PlanFather Bill'S & Mainspring, Inc.$5,178,9232023

Related Form 5500 pages