Reading, 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, Reading, MA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $278,337,401 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $278,337,401
- Total reported liabilities (EOY)
- $6,231,554
- Total reported net assets (EOY)
- $272,105,847
Contributions & income
- Employer contributions
- $12,512,187
- Participant contributions
- $22,362,316
- Total income / additions
- $80,488,682
Expenses & distributions
- Benefits paid / distributions
- $16,674,736
- Total expenses
- $17,008,080
- Net increase / (decrease)
- $63,480,602
Coverage
- Total reported participants
- 6,835
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Reading, 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 |
|---|---|---|---|
| Weston & Sampson 401(K) And Profit Sharing Plan | Weston & Sampson | $127,673,761 | 2023 |
| Eliassen Group, LLC 401(K) Plan | Eliassen Group, LLC. | $121,597,925 | 2023 |
| Weston & Sampson, Inc. Employee Stock Ownership Plan | Weston & Sampson, Inc. | $28,975,529 | 2023 |
| Performant Motion, Inc. 401(K) Profit Sharing Plan | Performant Motion, Inc. | $90,186 | 2023 |
| Weston And Sampson, Inc. Employee Benefits Plan | Weston And Sampson,Inc. | not reported in the loaded dataset | 2023 |
| Eliassen Group, LLC Health And Welfare Plan | Eliassen Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Reading → · Reading plans by participants → · Reading plans with financial data → · Reading plans with provider compensation → · $1B+ plans in Reading →
Related Form 5500 pages
- All MA Form 5500 filings
- Weston & Sampson 401(K) And Profit Sharing Plan (plan 001)
- Weston & Sampson — all reported plans
- Eliassen Group, LLC 401(K) Plan (plan 001)
- Eliassen Group, LLC. — all reported plans
- Weston & Sampson, Inc. Employee Stock Ownership Plan (plan 002)
- Weston & Sampson, Inc. — all reported plans
- Performant Motion, Inc. 401(K) Profit Sharing Plan (plan 001)
- Performant Motion, Inc. — all reported plans
- Weston And Sampson, Inc. Employee Benefits Plan (plan 501)
- Eliassen Group, LLC Health And Welfare Plan (plan 506)
- Methodology
- Data sources