Charlestown, 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, Charlestown, MA has 25 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,886,579,050 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,886,579,050
- Total reported liabilities (EOY)
- $11,198,034
- Total reported net assets (EOY)
- $1,875,381,016
Contributions & income
- Employer contributions
- $239,095,879
- Participant contributions
- $14,010,821
- Total income / additions
- $463,799,840
Expenses & distributions
- Benefits paid / distributions
- $297,561,567
- Total expenses
- $319,226,249
- Net increase / (decrease)
- $144,573,591
Coverage
- Total reported participants
- 34,924
- Plans with financial statements
- 23
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charlestown, 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 |
|---|---|---|---|
| Beth Israel Lahey Health Defined Benefit Plan I | Beth Israel Lahey Health, Inc. | $688,148,780 | 2023 |
| Beth Israel Lahey Health Defined Benefit Plan Ii | Beth Israel Lahey Health, Inc. | $546,347,192 | 2023 |
| Teamsters Union 25 Health Services & Insurance Pla | Teamsters Union Local 25 Health Services & Insurance Plan | $410,298,187 | 2023 |
| Bsa-Ila Pension Plan | Boston Shipping Association, Inc | $107,753,584 | 2023 |
| Bsa-Ila Retirement Account Plan | Boston Shipping Association, Inc. | $52,824,883 | 2023 |
| J2 Interactive, LLC 401(K) Plan | J2 Interactive, LLC | $33,241,849 | 2023 |
| International Union Of Bricklayers Ma-Me-Nh-Ri Appr & Training Fund | Bot International Union Of Bricklayers Mass Appr & Train Fund | $9,522,416 | 2023 |
| Solid Biosciences Inc 401k Profit Sharing Plan And Trust | Solid Biosciences Inc | $9,030,757 | 2023 |
| Teamsterscare Staff 401(K) Plan | Teamsters Union 25 Hsip | $5,248,864 | 2023 |
| Local 25 New England Teamsters Savings And Investment Plan | New England Teamsters Local Union No. 25(Sip) | $5,119,916 | 2023 |
| Boston Boatworks, LLC 401(K) Plan | Boston Boatworks, LLC | $4,067,828 | 2023 |
| Righthand Robotics 401(K) Plan | Righthand Robotics, Inc. | $3,569,005 | 2023 |
| Anthony Troiano Iii, P.C. 401(K) Profit Sharing Plan And Trust | Anthony Troiano Iii, P. C. | $3,540,786 | 2023 |
| Bsa-Ila Health, Welfare & Clinic Fund | Boston Shipping Association, Inc. | $2,483,865 | 2023 |
| Tribute Home Care, LLC 401(K) Profit Sharing Plan & Trust | Tribute Home Care, LLC | $2,178,926 | 2023 |
| Retirement Plan For Employees Of The Bsa,Inc. | Boston Shipping Association, Inc. | $1,123,634 | 2023 |
| Bsa Paid Holiday Fund | Boston Shipping Association, Inc. | $976,313 | 2023 |
| Bsa Central Records Bureau | Boston Shipping Association, Inc | $716,310 | 2023 |
| Bsa-Ila Guaranteed Annual Income Fund | Boston Shipping Association, Inc | $313,885 | 2023 |
| Si-Lai Sticks, Corp. 401k Profit Sharing Plan | Si-Lai Sticks, Corp. | $72,070 | 2023 |
| Mama Rosie'S Company, Inc. Profit Sharing Plan | Mama Rosie'S Company, Inc. | $0 | 2023 |
| Seven Bridges Genomics 401(K) Profit Sharing Plan And Trust | Seven Bridges Genomics Inc. | $0 | 2023 |
| Wyspen Corporation 401(K) Plan | Wyspen Corporation | $0 | 2023 |
| Hydration Labs, Inc. Dba Bevi Wrap Plan | Hydration Labs, Inc. Dba Bevi | not reported in the loaded dataset | 2023 |
| J2 Interactive, LLC Welfare Benefits Plan | J2 Interactive, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Charlestown → · Charlestown plans by participants → · Charlestown plans with financial data → · Charlestown plans with provider compensation → · $1B+ plans in Charlestown →
Related Form 5500 pages
- All MA Form 5500 filings
- Beth Israel Lahey Health Defined Benefit Plan I (plan 001)
- Beth Israel Lahey Health, Inc. — all reported plans
- Beth Israel Lahey Health Defined Benefit Plan Ii (plan 002)
- Teamsters Union 25 Health Services & Insurance Pla (plan 501)
- Teamsters Union Local 25 Health Services & Insurance Plan — all reported plans
- Bsa-Ila Pension Plan (plan 006)
- Boston Shipping Association, Inc — all reported plans
- Bsa-Ila Retirement Account Plan (plan 002)
- J2 Interactive, LLC 401(K) Plan (plan 001)
- J2 Interactive, LLC — all reported plans
- International Union Of Bricklayers Ma-Me-Nh-Ri Appr & Training Fund (plan 501)
- Bot International Union Of Bricklayers Mass Appr & Train Fund — all reported plans
- Solid Biosciences Inc 401k Profit Sharing Plan And Trust (plan 001)
- Solid Biosciences Inc — all reported plans
- Teamsterscare Staff 401(K) Plan (plan 001)
- Local 25 New England Teamsters Savings And Investment Plan (plan 001)
- New England Teamsters Local Union No. 25(Sip) — all reported plans
- Boston Boatworks, LLC 401(K) Plan (plan 001)
- Boston Boatworks, LLC — all reported plans
- Righthand Robotics 401(K) Plan (plan 001)
- Righthand Robotics, Inc. — all reported plans
- Anthony Troiano Iii, P.C. 401(K) Profit Sharing Plan And Trust (plan 001)
- Anthony Troiano Iii, P. C. — all reported plans
- Bsa-Ila Health, Welfare & Clinic Fund (plan 501)
- Tribute Home Care, LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Tribute Home Care, LLC — all reported plans
- Methodology
- Data sources