Lynn, 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, Lynn, MA has 25 loaded benefit plan(s) reported by 18 plan sponsor(s), with $145,313,058 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
25
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$145,313,058
Total reported liabilities (EOY)
$634
Total reported net assets (EOY)
$145,312,424

Contributions & income

Employer contributions
$4,423,856
Participant contributions
$11,495,644
Total income / additions
$37,005,498

Expenses & distributions

Benefits paid / distributions
$13,265,497
Total expenses
$13,807,594
Net increase / (decrease)
$23,197,904

Coverage

Total reported participants
8,748
Plans with financial statements
16
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lynn, 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 Lynn, MA
PlanSponsorReported assets (EOY)Year
Kettle Cuisine, LLC 401(K) Savings PlanKettle Cuisine, LLC$33,941,6942023
Element Care, Inc. 403(B) PlanElement Care, Inc.$21,511,1632023
Health Management Services Pension PlanHealth Management Services$16,165,6932023
Demakes Enterprises Profit Sharing PlanDemakes Enterprises, Inc.$15,875,5392023
Greater Lynn Senior Services, Inc. Tax Sheltered Annuity PlanGreater Lynn Senior Services, Inc.$13,458,4032023
Lyn Lad Group, Ltd 401k PlanLyn Lad Group, Ltd$9,135,7912023
Atlantic Toyota Group, Inc 401(K) PlanAtlantic Toyota Group, Inc.$7,317,5392023
Lynn Community Health Center Retirement PlanLynn Community Health Inc$7,167,2002023
Leo, Inc. 403(B) PlanLeo, Inc.$5,898,9332023
A-1 Exterminators 401(K) PlanA-1 Exterminators Inc$3,488,1552023
The Fiber Resource Group Inc 401k Profit Sharing PlanThe Fiber Resource Group Inc$3,299,3582023
Pride Motor Group 401(K) PlanPride Hyundai Of Lynn, Inc.$2,448,8152023
Community Credit Union Of Lynn 401(K) Profit Sharing Plan And TrustCommunity Credit Union Of Lynn$2,098,3032023
North Shore Dental Porcelain Labs 401(K) Profit Sharing PlanNorth Shore Dental Porcelain Labs$1,685,5642023
Bourneuf Corporation Employee Stock Ownership PlanBourneuf Corporation$1,160,8402023
Zimman'S, Inc. 401(K) PlanZimman'S, Inc.$660,0682023
Demakes Life, Disability, Dental PlanDemakes Enterprises, Incnot reported in the loaded dataset2023
Eastern Bank Employee Benefits PlanEastern Banknot reported in the loaded dataset2023
Lynn Community Health Inc. Health And Welfare PlanLynn Community Health Incnot reported in the loaded dataset2023
Element Care, Inc. Welfare Benefits PlanElement Care, Inc.not reported in the loaded dataset2023
Element Care, Inc. Hra PlanElement Care, Inc.not reported in the loaded dataset2023
Leo, Inc. Welfare Benefit PlanLeo Inc.not reported in the loaded dataset2023
All Care Visiting Nurse Association Health And Welfare Benefits PlanAll Care Visiting Nurse Associationnot reported in the loaded dataset2023
Greater Lynn Senior Services Employee Benefits PlanGreater Lynn Senior Servicesnot reported in the loaded dataset2023
Kettle Cuisine Health & Welfare PlanKettle Cuisine, LLCnot reported in the loaded dataset2023

Related Form 5500 pages