Lowell, 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, Lowell, MA has 58 loaded benefit plan(s) reported by 37 plan sponsor(s), with $759,444,088 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 58
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $759,444,088
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $759,255,248
Contributions & income
- Employer contributions
- $17,290,914
- Participant contributions
- $50,947,008
- Total income / additions
- $243,471,670
Expenses & distributions
- Benefits paid / distributions
- $82,996,433
- Total expenses
- $83,982,756
- Net increase / (decrease)
- $159,488,914
Coverage
- Total reported participants
- 25,249
- Plans with financial statements
- 33
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lowell, 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 |
|---|---|---|---|
| Macom Technology Solutions Holdings, Inc. 401(K) Plan | Macom Technology Solutions Holdings, Inc. | $235,501,460 | 2023 |
| Enterprise Bank And Trust Company 401(K) Plan | Enterprise Bank And Trust Company | $111,509,404 | 2023 |
| Gn Audio Usa, Inc. Retirement Savings Plan | Gn Audio Usa, Inc. | $39,725,395 | 2023 |
| Sbera Pension Plan As Adopted By The Lowell Five Cent Savings Bank | The Lowell Five Cent Savings Bank | $37,945,049 | 2023 |
| Jeanne D'Arc Credit Union 401(K) Plan | Jeanne Darc Credit Union | $34,599,688 | 2023 |
| Community Teamwork, Inc. Retirement Plan | Community Teamwork Inc. | $30,925,152 | 2023 |
| Ds Graphics Employee Savings 401(K) Plan | Ds Graphics, Inc. | $27,605,666 | 2023 |
| Princeton Properties Management, Inc. Retirement Plan | Princeton Properties Management, Inc. | $22,722,769 | 2023 |
| Align Credit Union 401(K) Profit Sharing Plan | Align Credit Union | $22,522,701 | 2023 |
| Lowell Anesthesiology Service, Inc. Profit Sharing Plan | Lowell Anesthesiology Service, Inc. | $17,700,911 | 2023 |
| New England Interstate Water Pollution Control Commission 403(B) Tax Sheltered Annuity Plan | New England Interstate Water Pollution Control Commission | $16,715,213 | 2023 |
| Scheidt & Bachmann Usa 401(K) Plan | Scheidt & Bachmann Usa Inc. | $16,481,593 | 2023 |
| Rapid Micro Biosystems, Inc. 401(K) Plan | Rapid Micro Biosystems, Inc. | $16,000,637 | 2023 |
| New Leaf Energy 401(K) Plan | New Leaf Energy | $15,653,666 | 2023 |
| Lumine Group Us Holding Inc. 401(K) Plan | Lumine Group Us Holding Inc. | $13,756,572 | 2023 |
| Sbera Pension Plan As Adopted By Washington Savings Bank | Washington Savings Bank | $13,097,607 | 2023 |
| Captivate, LLC 401(K) Plan | Captivate, LLC | $12,701,773 | 2023 |
| Avcarb, LLC 401(K) Plan | Avcarb, LLC | $10,956,259 | 2023 |
| Lowell Community Health Center 403(B) Plan | Lowell Community Health Center, Inc. | $10,743,511 | 2023 |
| Csp Inc. 401(K) Savings Plan | Csp Inc | $9,538,025 | 2023 |
| Pride Star Ems. 401k Plan | Pride Star Ems | $9,218,635 | 2023 |
| S&R Corporate Profit Sharing Plan | S&R Corporation | $8,655,809 | 2023 |
| Lowell Community Health Center 403(B) Plan | Lowell Community Health Center Inc | $7,838,795 | 2023 |
| General Woodworking, Inc. 401(K) Profit Sharing Plan | General Woodworking, Inc. | $5,007,250 | 2023 |
| Sbera 401(K) Plan As Adopted By Washington Savings Bank | Washington Savings Bank | $3,783,199 | 2023 |
Largest plans in Lowell → · Lowell plans by participants → · Lowell plans with financial data → · Lowell plans with provider compensation → · $1B+ plans in Lowell →
Related Form 5500 pages
- All MA Form 5500 filings
- Macom Technology Solutions Holdings, Inc. 401(K) Plan (plan 001)
- Macom Technology Solutions Holdings, Inc. — all reported plans
- Enterprise Bank And Trust Company 401(K) Plan (plan 001)
- Enterprise Bank And Trust Company — all reported plans
- Gn Audio Usa, Inc. Retirement Savings Plan (plan 001)
- Gn Audio Usa, Inc. — all reported plans
- Sbera Pension Plan As Adopted By The Lowell Five Cent Savings Bank (plan 001)
- The Lowell Five Cent Savings Bank — all reported plans
- Jeanne D'Arc Credit Union 401(K) Plan (plan 002)
- Jeanne Darc Credit Union — all reported plans
- Community Teamwork, Inc. Retirement Plan (plan 003)
- Community Teamwork Inc. — all reported plans
- Ds Graphics Employee Savings 401(K) Plan (plan 001)
- Ds Graphics, Inc. — all reported plans
- Princeton Properties Management, Inc. Retirement Plan (plan 002)
- Princeton Properties Management, Inc. — all reported plans
- Align Credit Union 401(K) Profit Sharing Plan (plan 002)
- Align Credit Union — all reported plans
- Lowell Anesthesiology Service, Inc. Profit Sharing Plan (plan 003)
- Lowell Anesthesiology Service, Inc. — all reported plans
- New England Interstate Water Pollution Control Commission 403(B) Tax Sheltered Annuity Plan (plan 001)
- New England Interstate Water Pollution Control Commission — all reported plans
- Scheidt & Bachmann Usa 401(K) Plan (plan 001)
- Scheidt & Bachmann Usa Inc. — all reported plans
- Rapid Micro Biosystems, Inc. 401(K) Plan (plan 001)
- Rapid Micro Biosystems, Inc. — all reported plans
- New Leaf Energy 401(K) Plan (plan 001)
- New Leaf Energy — all reported plans
- Lumine Group Us Holding Inc. 401(K) Plan (plan 001)
- Lumine Group Us Holding Inc. — all reported plans
- Methodology
- Data sources