Newton Lower Falls, 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, Newton Lower Falls, MA has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $75,054,987 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $75,054,987
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $75,054,987
Contributions & income
- Employer contributions
- $1,186,855
- Participant contributions
- $3,213,871
- Total income / additions
- $15,156,726
Expenses & distributions
- Benefits paid / distributions
- $4,059,055
- Total expenses
- $4,307,111
- Net increase / (decrease)
- $10,849,615
Coverage
- Total reported participants
- 1,004
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newton Lower Falls, 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 |
|---|---|---|---|
| National Development Associates Of New England & Affiliates 401(K) Profit Sharing Plan & Trust | National Development Associates Of New England, Inc. | $70,291,066 | 2023 |
| Alexander Kopp, M.D., P.C. 401(K) Profit Sharing Plan | Alexander Kopp, M.D., P.C. | $2,854,435 | 2023 |
| Bodkin Design & Engineering, LLC 401(K) Plan | Bodkin Design & Engineering, LLC | $1,909,486 | 2023 |
| National Development Associates Of New England Flexible Spending Account | National Development Associates Of New England | not reported in the loaded dataset | 2023 |
| Medical Insurance Plan | National Development Associates Of New England | not reported in the loaded dataset | 2023 |
| Life, Ad&D, Ltd And Dental Insurance Plan | National Development Associates Of New England | not reported in the loaded dataset | 2023 |
Largest plans in Newton Lower Falls → · Newton Lower Falls plans by participants → · Newton Lower Falls plans with financial data → · Newton Lower Falls plans with provider compensation → · $1B+ plans in Newton Lower Falls →
Related Form 5500 pages
- All MA Form 5500 filings
- National Development Associates Of New England & Affiliates 401(K) Profit Sharing Plan & Trust (plan 001)
- National Development Associates Of New England, Inc. — all reported plans
- Alexander Kopp, M.D., P.C. 401(K) Profit Sharing Plan (plan 001)
- Alexander Kopp, M.D., P.C. — all reported plans
- Bodkin Design & Engineering, LLC 401(K) Plan (plan 001)
- Bodkin Design & Engineering, LLC — all reported plans
- National Development Associates Of New England Flexible Spending Account (plan 501)
- Medical Insurance Plan (plan 503)
- Life, Ad&D, Ltd And Dental Insurance Plan (plan 504)
- Methodology
- Data sources