Lawrence, 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, Lawrence, MA has 42 loaded benefit plan(s) reported by 31 plan sponsor(s), with $462,119,309 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $462,119,309
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $462,119,309
Contributions & income
- Employer contributions
- $12,737,195
- Participant contributions
- $26,916,478
- Total income / additions
- $105,653,993
Expenses & distributions
- Benefits paid / distributions
- $41,766,502
- Total expenses
- $42,852,542
- Net increase / (decrease)
- $62,801,451
Coverage
- Total reported participants
- 16,845
- Plans with financial statements
- 23
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lawrence, 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 |
|---|---|---|---|
| 403(B) Retirement Plan Of Lawrence General Hospital | Lawrence General Hospital | $144,335,287 | 2023 |
| New England Utility Constructors, Inc. 401(K) & Profit Sharing Plan | New England Utility Constructors, Inc. | $50,812,191 | 2023 |
| Charm Sciences, Inc. 401(K) Profit Sharing Plan & Trust | Charm Sciences, Inc. | $41,424,279 | 2023 |
| Agespan, Inc. Tax Sheltered Annuity | Agespan, Inc. | $30,001,117 | 2023 |
| Abel-Womack Employee Appreciation Savings Plan | Abel Womack, Inc. | $29,718,268 | 2023 |
| The Gem Group, Inc. Retirement Plan | The Gem Group, Inc. | $26,863,169 | 2023 |
| Asahi/America 401(K) Plan | Asahi/America, Inc | $21,788,520 | 2023 |
| Merrimack Valley Credit Union 401(K) Plan | Merrimack Valley Credit Union | $20,532,280 | 2023 |
| Energy North Retirement Plan | Energy North, Inc. | $17,635,260 | 2023 |
| Jackson Lumber & Millwork Co, Inc. 401k Plan | Jackson Lumber & Millwork Company, Inc. | $16,295,462 | 2023 |
| Charles Daher'S Commonwealth Motors 401(K) Retirement Plan | Charles Daher'S Commonwealth Motors | $15,727,864 | 2023 |
| Tallman Eye Associates, P.C. 401(K) Savings Plan | Tallman Eye Associates, P.C. | $9,068,073 | 2023 |
| Little Sprouts Rainbow Fund | Little Sprouts, LLC | $8,960,658 | 2023 |
| Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan | Helfrich Bros Boiler Works, Inc. | $8,160,283 | 2023 |
| Greater Lawrence Community Action Council Inc. 403b Plan | Greater Lawrence Community Action Council Inc. | $6,169,694 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Fcp, Inc. | Fcp, Inc. | $4,672,766 | 2023 |
| Cil, Inc. 401(K) Profit Sharing Plan | Cil, Inc. | $4,098,913 | 2023 |
| The Lupoli Companies 401(K) | Jenet Management, LLC | $2,114,486 | 2023 |
| Valentine & Kebartas, LLC 401(K) Profit Sharing Plan & Trust | Valentine & Kebartas, LLC | $1,472,088 | 2023 |
| Eagle Medicine Associates 401(K) Profit Sharing Plan And Trust | Eagle Medicine Associates | $1,102,645 | 2023 |
| Joseph'S Bakery 401(K) Retirement Plan | Middle East Bakery, Inc. | $691,576 | 2023 |
| Cil Inc. (Lmc)Employee Benefit Plan Trust | Cil Electroplating, Inc. | $413,410 | 2023 |
| Buonanno Computer Services, Inc. 401(K) Profit Sharing Plan | Buonanno Computer Services, Inc. | $61,020 | 2023 |
| New England Neurological Associates, P.C. Profit Sharing Plan | New England Neurological Associates, Pc | not reported in the loaded dataset | 2023 |
| Lawrence General Hospital Consolidated Plan | Lawrence General Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Lawrence → · Lawrence plans by participants → · Lawrence plans with financial data → · Lawrence plans with provider compensation → · $1B+ plans in Lawrence →
Related Form 5500 pages
- All MA Form 5500 filings
- 403(B) Retirement Plan Of Lawrence General Hospital (plan 001)
- Lawrence General Hospital — all reported plans
- New England Utility Constructors, Inc. 401(K) & Profit Sharing Plan (plan 002)
- New England Utility Constructors, Inc. — all reported plans
- Charm Sciences, Inc. 401(K) Profit Sharing Plan & Trust (plan 002)
- Charm Sciences, Inc. — all reported plans
- Agespan, Inc. Tax Sheltered Annuity (plan 001)
- Agespan, Inc. — all reported plans
- Abel-Womack Employee Appreciation Savings Plan (plan 001)
- Abel Womack, Inc. — all reported plans
- The Gem Group, Inc. Retirement Plan (plan 004)
- The Gem Group, Inc. — all reported plans
- Asahi/America 401(K) Plan (plan 003)
- Asahi/America, Inc — all reported plans
- Merrimack Valley Credit Union 401(K) Plan (plan 002)
- Merrimack Valley Credit Union — all reported plans
- Energy North Retirement Plan (plan 001)
- Energy North, Inc. — all reported plans
- Jackson Lumber & Millwork Co, Inc. 401k Plan (plan 002)
- Jackson Lumber & Millwork Company, Inc. — all reported plans
- Charles Daher'S Commonwealth Motors 401(K) Retirement Plan (plan 001)
- Charles Daher'S Commonwealth Motors — all reported plans
- Tallman Eye Associates, P.C. 401(K) Savings Plan (plan 003)
- Tallman Eye Associates, P.C. — all reported plans
- Little Sprouts Rainbow Fund (plan 001)
- Little Sprouts, LLC — all reported plans
- Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan (plan 001)
- Helfrich Bros Boiler Works, Inc. — all reported plans
- Greater Lawrence Community Action Council Inc. 403b Plan (plan 002)
- Greater Lawrence Community Action Council Inc. — all reported plans
- Methodology
- Data sources