Milford, 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, Milford, MA has 30 loaded benefit plan(s) reported by 16 plan sponsor(s), with $2,387,207,543 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,387,207,543
- Total reported liabilities (EOY)
- $1,379,411
- Total reported net assets (EOY)
- $2,385,828,132
Contributions & income
- Employer contributions
- $38,870,195
- Participant contributions
- $80,323,665
- Total income / additions
- $524,314,000
Expenses & distributions
- Benefits paid / distributions
- $153,643,047
- Total expenses
- $154,988,491
- Net increase / (decrease)
- $369,325,509
Coverage
- Total reported participants
- 27,807
- Plans with financial statements
- 18
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Milford, 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 |
|---|---|---|---|
| The Waters Employee Investment Plan | Waters Technologies Corporation | $1,134,522,555 | 2023 |
| Consigli Building Group Employee Stock Ownership Plan | Consigli Building Group, Inc. | $611,879,597 | 2023 |
| Milford Regional Medical Center Partnership Plan | Milford Regional Medical Center | $233,515,330 | 2023 |
| Consigli Construction Co., Inc. Profit Sharing/401(K) Plan And Trust | Consigli Construction Co., Inc. | $165,388,826 | 2023 |
| Milton Cat 401(K) Plan | Southworth-Milton Inc | $128,534,972 | 2023 |
| Human Services Management Corporation 401k And Profit Sharing Plan | Human Services Management Corp Inc | $22,696,019 | 2023 |
| The Waters Health Care Reimbursement Plan For Retirees | Waters Technologies Corporation | $18,184,796 | 2023 |
| Plumb House, Inc. 401(K) Retirement Plan | Plumb House, Inc. | $13,497,035 | 2023 |
| Rentschler Biopharma Inc. 401(K) Profit Sharing Plan And Trust | Rentschler Biopharma Inc. | $11,294,717 | 2023 |
| Evergreen Center, Inc. Defined Contribution Retirement Plan | Evergreen Center, Inc. | $10,315,036 | 2023 |
| Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan | Criterion Child Enrichment Inc. | $8,439,731 | 2023 |
| Southworth-Milton, Inc. Bargaining Unit Pension Plan | Southworth-Milton, Inc. | $6,324,434 | 2023 |
| Family Orthodontics Inc 401(K) Profit Sharing Plan & Trust | Family Orthodontics Inc | $4,777,284 | 2023 |
| Criterion Child Enrichment, Inc. Defined Contribution Retirement Plan | Criterion Child Enrichment, Inc. | $4,699,905 | 2023 |
| Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan | Evergreen Center, Inc. | $4,487,194 | 2023 |
| Guerriere & Halnon, Inc. 401(K) Profit Sharing Plan | Guerriere & Halnon, Inc. | $4,418,067 | 2023 |
| Waters Employee Investment Plan For Puerto Rico | Waters Technologies Corporation | $3,979,173 | 2023 |
| Jpl Associates Corp Dba Pizza Palace Pension Transfer Trust Plan | Jpl Associates Corp D/B/A Pizza Palace | $252,872 | 2023 |
| Waters Technologies Corporation Welfare Benefit Plan | Waters Technologies Corporation | not reported in the loaded dataset | 2023 |
| Milford Regional Healthcare System Flexible Benefits Plan | Milford Regional Medical Center, Inc. | not reported in the loaded dataset | 2023 |
| Plumb House, Inc. Health & Welfare Plan | Plumb House Inc. | not reported in the loaded dataset | 2023 |
| Evergreen Center, Inc. Flexible Benefits Plan | Evergreen Center, Inc. | not reported in the loaded dataset | 2023 |
| Regional Agency Services Corporation | Number One Insurance Agency Inc | not reported in the loaded dataset | 2023 |
| Milton Cat Health & Welfare Plan | Southworth-Milton, Inc. | not reported in the loaded dataset | 2023 |
| Consigli Construction Co., Inc. Employee Benefits Plan | Consigli Construction Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Milford → · Milford plans by participants → · Milford plans with financial data → · Milford plans with provider compensation → · $1B+ plans in Milford →
Related Form 5500 pages
- All MA Form 5500 filings
- The Waters Employee Investment Plan (plan 002)
- Waters Technologies Corporation — all reported plans
- Consigli Building Group Employee Stock Ownership Plan (plan 003)
- Consigli Building Group, Inc. — all reported plans
- Milford Regional Medical Center Partnership Plan (plan 001)
- Milford Regional Medical Center — all reported plans
- Consigli Construction Co., Inc. Profit Sharing/401(K) Plan And Trust (plan 002)
- Consigli Construction Co., Inc. — all reported plans
- Milton Cat 401(K) Plan (plan 008)
- Southworth-Milton Inc — all reported plans
- Human Services Management Corporation 401k And Profit Sharing Plan (plan 001)
- Human Services Management Corp Inc — all reported plans
- The Waters Health Care Reimbursement Plan For Retirees (plan 502)
- Plumb House, Inc. 401(K) Retirement Plan (plan 001)
- Plumb House, Inc. — all reported plans
- Rentschler Biopharma Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Rentschler Biopharma Inc. — all reported plans
- Evergreen Center, Inc. Defined Contribution Retirement Plan (plan 001)
- Evergreen Center, Inc. — all reported plans
- Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan (plan 002)
- Criterion Child Enrichment Inc. — all reported plans
- Southworth-Milton, Inc. Bargaining Unit Pension Plan (plan 004)
- Family Orthodontics Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Family Orthodontics Inc — all reported plans
- Criterion Child Enrichment, Inc. Defined Contribution Retirement Plan (plan 001)
- Evergreen Center, Inc. Tax Deferred Annuity (Tda) Plan (plan 002)
- Methodology
- Data sources