Leominster, 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, Leominster, MA has 29 loaded benefit plan(s) reported by 21 plan sponsor(s), with $254,571,639 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
29
Plan sponsors
21
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$254,571,639
Total reported liabilities (EOY)
$4,824
Total reported net assets (EOY)
$254,566,815

Contributions & income

Employer contributions
$7,004,602
Participant contributions
$13,221,426
Total income / additions
$59,886,202

Expenses & distributions

Benefits paid / distributions
$26,893,098
Total expenses
$27,714,481
Net increase / (decrease)
$32,171,721

Coverage

Total reported participants
7,999
Plans with financial statements
19
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Leominster, 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 Leominster, MA
PlanSponsorReported assets (EOY)Year
Healthalliance Partnership Retirement Savings PlanUmass Memorial Healthalliance-Clinton Hospital, Inc$110,981,2572023
Ima North America, Inc. 401(K) Retirement PlanIma North America, Inc.$27,022,1232023
Affordable Interior Systems, Inc. 401(K) PlanAffordable Interior Systems, Inc.$26,465,5162023
Modern Dispersions, Inc. 401(K) PlanModern Dispersions$18,302,6562023
Leominster Credit Union 401(K) Profit Sharing PlanLeominster Credit Union$17,748,4472023
Clinton Hospital Association Tax Sheltered Annuity PlanUmass Memorial Healthalliance-Clinton Hospital, Inc$12,659,5762023
Regional Home Care 401(K) PlanRegional Home Care, Inc.$9,884,2682023
Aging Services Of North Central Massachusetts, Inc. 403(B) PlanAging Services Of North Central Massachusetts, Inc.$6,558,2952023
403b Thrift Plan For Diversified Home Services, Inc.Healthalliance Home Health And Hospice, Inc.$6,258,8172023
United Plastics 401(K) Retirement PlanUnited Plastics$6,002,7222023
Cyberdyne Systems Inc. Retirement PlanCyberdyne Systems Inc.$3,515,5872023
Critical Systems, Inc. 401(K) PlanCritical Systems, Inc.$3,484,0352023
Ima Puerto Rico 1081.01(D) Retirement PlanIma North America Inc.$3,391,2672023
Process Cooling Systems, Inc. Employee Stock Ownership PlanProcess Cooling Systems, Inc.$1,335,0352023
Heat Trace Products LLC Cash Balance PlanHeat Trace Products LLC$602,9862023
Sandlot Sports Inc 401(K) PlanSandlot Sports Inc$189,1892023
New England Joint Board Health & Welfare FundNew England Joint Board Health & Welfare Fund$103,2672023
Longo Services, Inc. 401(K) Profit Sharing PlanLongo Services, Inc.$66,5962023
New England Wire Products Co., Inc. 401(K) PlanNew England Wire Products Co., Inc.$02023
Critical Systems, Inc. Welfare Benefit PlanCritical Systems, Inc.not reported in the loaded dataset2023
Easypak Holdings LLC Employee Benefit PlanEasypak Holdings LLCnot reported in the loaded dataset2023
Ima North America, Inc Welfare Benefits PlanIma North America, Inc.not reported in the loaded dataset2023
New England Wire Health And Welfare PlanNew England Wire Products, Incnot reported in the loaded dataset2023
F&M Tool And Plastics, Inc Employee Welfare Benefit PlanF&M Tool And Plastics, Inc.not reported in the loaded dataset2023
United Comb & Novelty Corp Health And Welfare Benefit PlanUnited Comb And Noveltynot reported in the loaded dataset2023

Related Form 5500 pages