Groton, 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, Groton, MA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $138,654,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $138,654,200
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $138,654,200
Contributions & income
- Employer contributions
- $3,207,791
- Participant contributions
- $2,448,791
- Total income / additions
- $22,881,500
Expenses & distributions
- Benefits paid / distributions
- $8,437,579
- Total expenses
- $8,546,163
- Net increase / (decrease)
- $14,335,337
Coverage
- Total reported participants
- 1,271
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Groton, 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 |
|---|---|---|---|
| Groton School 403(B) Defined Contribution Retirement Plan | Groton School | $80,303,314 | 2023 |
| Lawrence Academy Retirement Plan | Lawrence Academy | $32,810,669 | 2023 |
| Groton School Defined Benefit Plan | Groton School | $23,151,495 | 2023 |
| Insco Corporation 401(K) Plan | Insco Corporation | $1,982,691 | 2023 |
| Mark Sinclair Fitness Inc. 401(K) Plan | Mark Sinclair Fitness Inc. | $198,826 | 2023 |
| Core Fitness Evolution, Inc. 401(K) Plan | Core Fitness Evolution, Inc. | $177,894 | 2023 |
| Joliad, Inc. Retirement Plan | Joliad, Inc. | $28,445 | 2023 |
| Mckenna Incorporated 401(K) Plan | Mckenna Incorporated | $866 | 2023 |
| Lawrence Academy Life And Long Term Disability Plan | The Trustees Of The Lawrence Academy At Groton | not reported in the loaded dataset | 2023 |
| Groton School Welfare Plan | Groton School | not reported in the loaded dataset | 2023 |
Largest plans in Groton → · Groton plans by participants → · Groton plans with financial data → · Groton plans with provider compensation → · $1B+ plans in Groton →
Related Form 5500 pages
- All MA Form 5500 filings
- Groton School 403(B) Defined Contribution Retirement Plan (plan 001)
- Groton School — all reported plans
- Lawrence Academy Retirement Plan (plan 001)
- Lawrence Academy — all reported plans
- Groton School Defined Benefit Plan (plan 003)
- Insco Corporation 401(K) Plan (plan 001)
- Insco Corporation — all reported plans
- Mark Sinclair Fitness Inc. 401(K) Plan (plan 001)
- Mark Sinclair Fitness Inc. — all reported plans
- Core Fitness Evolution, Inc. 401(K) Plan (plan 001)
- Core Fitness Evolution, Inc. — all reported plans
- Joliad, Inc. Retirement Plan (plan 001)
- Joliad, Inc. — all reported plans
- Mckenna Incorporated 401(K) Plan (plan 001)
- Mckenna Incorporated — all reported plans
- Lawrence Academy Life And Long Term Disability Plan (plan 502)
- Groton School Welfare Plan (plan 501)
- Methodology
- Data sources