Medford, 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, Medford, MA has 44 loaded benefit plan(s) reported by 30 plan sponsor(s), with $2,546,536,921 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 44
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,546,536,921
- Total reported liabilities (EOY)
- $120,215
- Total reported net assets (EOY)
- $2,546,416,706
Contributions & income
- Employer contributions
- $55,136,996
- Participant contributions
- $72,964,115
- Total income / additions
- $527,291,721
Expenses & distributions
- Benefits paid / distributions
- $172,364,651
- Total expenses
- $174,299,212
- Net increase / (decrease)
- $352,992,509
Coverage
- Total reported participants
- 43,933
- Plans with financial statements
- 28
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Medford, 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 |
|---|---|---|---|
| Tufts University Basic Retirement Plan | Trustees Of Tufts College | $941,800,008 | 2023 |
| Tufts University Voluntary Retirement Plan | Trustees Of Tufts College | $903,438,342 | 2023 |
| Melrosewakefield Healthcare 401(K) Savings Plan | Melrosewakefield Healthcare | $171,166,166 | 2023 |
| Agero, Inc. Retirement Plan | Agero, Inc. | $160,732,064 | 2023 |
| Bond Brothers, Inc. 401(K) Plan | Bond Brothers, Inc. | $95,425,441 | 2023 |
| Msh Us Payroll 401(K) Retirement Plan | Management Sciences For Health, Inc. | $91,333,028 | 2023 |
| Cambridge Systematics, Inc. 401(K) Plan | Cambridge Systematics, Inc | $76,917,151 | 2023 |
| Tufts University Post Retirement Medical Plan | Trustees Of Tufts College | $13,975,648 | 2023 |
| Innovive Health 401(K) Plan | Innovive Health Of Massachusetts, LLC | $11,587,111 | 2023 |
| Six Red Marbles, Inc. 401(K) Plan | Six Red Marbles, Inc. | $11,526,386 | 2023 |
| Child Development Profit Sharing Plan And Trust | Child Development And Education, Inc. | $9,971,967 | 2023 |
| Sentry Auto Group 401(K) Profit Sharing Plan | Sentry Ford Lincoln, Inc. | $9,721,209 | 2023 |
| Lotus Group 401(K) Plan | Lotus Group Usa, Inc. | $8,784,461 | 2023 |
| Pediatric Associates Of Medford P.C. 401(K) Profit Sharing Plan | Pediatric Associates Of Medford P.C. | $6,922,885 | 2023 |
| Hiq Computers 401(K) Savings Plan | Pj Systems, Inc. Dba Hiq Computers | $5,185,942 | 2023 |
| Fire Equipment, Inc. 401(K) Plan | Fire Equipment, Inc. | $5,063,553 | 2023 |
| Homeworks Energy, Inc. 401(K) Plan | Homeworks Energy Inc | $4,706,433 | 2023 |
| Dello Russo Funeral Service Inc. Profit Sharing Plan | Dello Russo Funeral Service Inc. | $4,426,983 | 2023 |
| Children'S Dental Associates Profit Sharing Plan | Children'S Dental Associates Of Medford And Westford, P.C. | $4,224,160 | 2023 |
| Boulter Plywood Corporation Pension Plan | Boulter Plywood Corporation | $3,762,942 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Walnut Street Center, Inc. | Walnut Street Center, Inc. | $3,578,058 | 2023 |
| Mystic Medical Group Inc 401(K) Profit Sharing Plan & Trust | Mystic Medical Group Inc | $1,011,294 | 2023 |
| Boston Physical Therapy And Wellness, Inc. 401(K) Plan | Boston Physical Therapy And Wellness, Inc. | $527,575 | 2023 |
| Btse Employee Stock Ownership Plan | Barrett Tree Service East, Inc. | $253,099 | 2023 |
| Tissandier Corp. 401(K) Profit Sharing Plan | Tissandier Corp. | $236,252 | 2023 |
Largest plans in Medford → · Medford plans by participants → · Medford plans with financial data → · Medford plans with provider compensation → · $1B+ plans in Medford →
Related Form 5500 pages
- All MA Form 5500 filings
- Tufts University Basic Retirement Plan (plan 002)
- Trustees Of Tufts College — all reported plans
- Tufts University Voluntary Retirement Plan (plan 001)
- Melrosewakefield Healthcare 401(K) Savings Plan (plan 001)
- Melrosewakefield Healthcare — all reported plans
- Agero, Inc. Retirement Plan (plan 001)
- Agero, Inc. — all reported plans
- Bond Brothers, Inc. 401(K) Plan (plan 004)
- Bond Brothers, Inc. — all reported plans
- Msh Us Payroll 401(K) Retirement Plan (plan 001)
- Management Sciences For Health, Inc. — all reported plans
- Cambridge Systematics, Inc. 401(K) Plan (plan 001)
- Cambridge Systematics, Inc — all reported plans
- Tufts University Post Retirement Medical Plan (plan 602)
- Innovive Health 401(K) Plan (plan 001)
- Innovive Health Of Massachusetts, LLC — all reported plans
- Six Red Marbles, Inc. 401(K) Plan (plan 001)
- Six Red Marbles, Inc. — all reported plans
- Child Development Profit Sharing Plan And Trust (plan 002)
- Child Development And Education, Inc. — all reported plans
- Sentry Auto Group 401(K) Profit Sharing Plan (plan 001)
- Sentry Ford Lincoln, Inc. — all reported plans
- Lotus Group 401(K) Plan (plan 001)
- Lotus Group Usa, Inc. — all reported plans
- Pediatric Associates Of Medford P.C. 401(K) Profit Sharing Plan (plan 001)
- Pediatric Associates Of Medford P.C. — all reported plans
- Hiq Computers 401(K) Savings Plan (plan 001)
- Pj Systems, Inc. Dba Hiq Computers — all reported plans
- Methodology
- Data sources