Lincoln, 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, Lincoln, MA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $159,872,146 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $159,872,146
- Total reported liabilities (EOY)
- $2,530
- Total reported net assets (EOY)
- $159,869,616
Contributions & income
- Employer contributions
- $2,291,420
- Participant contributions
- $5,177,879
- Total income / additions
- $31,478,842
Expenses & distributions
- Benefits paid / distributions
- $7,135,857
- Total expenses
- $7,327,451
- Net increase / (decrease)
- $24,151,391
Coverage
- Total reported participants
- 2,104
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lincoln, 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 |
|---|---|---|---|
| Hamilton, Brook, Smith & Reynolds, P.C. 401(K) Profit Sharing Plan | Hamilton, Brook, Smith & Reynolds, P.C. | $55,004,995 | 2023 |
| Massachusetts Audubon Society 403(B) Retirement Savings Plan | Massachusetts Audubon Society, Inc. | $51,719,497 | 2023 |
| The Carroll School Retirement Plan | The Carroll School | $31,842,690 | 2023 |
| Smith Duggan Buell & Rufo Llp 401(K) Profit Sharing Plan | Smith Duggan Buell & Rufo Llp | $12,455,538 | 2023 |
| Usb Corporation Incentive Savings Plan | Usb Corporation | $8,849,426 | 2023 |
| Carroll School Welfare Plan | Carroll School | not reported in the loaded dataset | 2023 |
| Massachusetts Audubon Society Welfare Plan | Massachusetts Audubon Society | not reported in the loaded dataset | 2023 |
Largest plans in Lincoln → · Lincoln plans by participants → · Lincoln plans with financial data → · Lincoln plans with provider compensation → · $1B+ plans in Lincoln →
Related Form 5500 pages
- All MA Form 5500 filings
- Hamilton, Brook, Smith & Reynolds, P.C. 401(K) Profit Sharing Plan (plan 001)
- Hamilton, Brook, Smith & Reynolds, P.C. — all reported plans
- Massachusetts Audubon Society 403(B) Retirement Savings Plan (plan 002)
- Massachusetts Audubon Society, Inc. — all reported plans
- The Carroll School Retirement Plan (plan 001)
- The Carroll School — all reported plans
- Smith Duggan Buell & Rufo Llp 401(K) Profit Sharing Plan (plan 001)
- Smith Duggan Buell & Rufo Llp — all reported plans
- Usb Corporation Incentive Savings Plan (plan 005)
- Usb Corporation — all reported plans
- Carroll School Welfare Plan (plan 510)
- Massachusetts Audubon Society Welfare Plan (plan 501)
- Methodology
- Data sources