Rockland, 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, Rockland, MA has 26 loaded benefit plan(s) reported by 14 plan sponsor(s), with $184,920,603 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $184,920,603
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $184,920,603
Contributions & income
- Employer contributions
- $5,455,057
- Participant contributions
- $6,895,702
- Total income / additions
- $40,700,806
Expenses & distributions
- Benefits paid / distributions
- $13,968,157
- Total expenses
- $14,631,327
- Net increase / (decrease)
- $26,069,479
Coverage
- Total reported participants
- 13,094
- Plans with financial statements
- 13
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rockland, 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 |
|---|---|---|---|
| Healthcare South Retirement Plan | Healthcare South P.C. | $66,208,297 | 2023 |
| Rockland Federal Credit Union 401(K) Profit Sharing Plan | Rockland Federal Credit Union | $23,779,779 | 2023 |
| General Insulation Company 401(K) Profit Sharing Plan | General Insulation Company, Inc. | $23,591,747 | 2023 |
| Gale Associates, Inc. 401k Profit Sharing Plan And Trust | Gale Associates, Inc. | $16,736,983 | 2023 |
| Welch Senior Living, LLC Savings Plan | Welch Senior Living, LLC | $11,266,107 | 2023 |
| Monahan Products LLC, 401(K) Profit Sharing Plan Trust | Monahan Products, LLC | $10,297,573 | 2023 |
| Sbera Pension Plan As Adopted By Blue Hills Bank | Rockland Trust | $9,726,413 | 2023 |
| Polymer Corporation 401(K) Profit Sharing Plan & Trust | Polymer Corporation | $7,485,832 | 2023 |
| Professional Alternative 401(K) Plan | Professional Alternative Inc. | $7,125,038 | 2023 |
| Heritage Restoration LLC. 401(K)Profit Sharing Plan | Heritage Restoration LLC | $4,756,040 | 2023 |
| K5 Corporation Retirement Savings Plan | K5 Corporation | $2,039,933 | 2023 |
| Aegis Engineering Services, Inc. 401(K) Plan | Aegis Engineering Services, Inc. | $1,811,755 | 2023 |
| Nelm Corporation, Health & Welfare Program | Nelm Corporation, Health & Welfare | $95,106 | 2023 |
| Welch Senior Living LLC Welfare Benefit Plan | Welch Senior Living, LLC | not reported in the loaded dataset | 2023 |
| Monahan Products Health And Welfare Benefits Plan | Monahan Products, LLC | not reported in the loaded dataset | 2023 |
| Rockland Federal Credit Union Health And Dental Pl An | Rockland Federal Credit Union | not reported in the loaded dataset | 2023 |
| Rockland Trust Company Flexible Benefits Plan | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Life Long Term Disbility For Employees Of Rockland Trust Company | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Dental Plan For Employees Of Rockland Trust Company | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Employee Assistance Program For Employees Of Rockland Trust | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Rockland Trust Health Reimbursement Arrangement Plan | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Vision Plan For Rockland Trust Employees | Rockland Trust Company | not reported in the loaded dataset | 2023 |
| Gale Associates, Inc. Health And Welfare Benefits | Gale Associates, Inc. | not reported in the loaded dataset | 2023 |
| Buckley Associates, Inc. | Buckley Associates, Inc. | not reported in the loaded dataset | 2023 |
| Healthcare South, Pc'S Health & Welfare Benefit Plan | Healthcare South, Pc | not reported in the loaded dataset | 2023 |
Largest plans in Rockland → · Rockland plans by participants → · Rockland plans with financial data → · Rockland plans with provider compensation → · $1B+ plans in Rockland →
Related Form 5500 pages
- All MA Form 5500 filings
- Healthcare South Retirement Plan (plan 001)
- Healthcare South P.C. — all reported plans
- Rockland Federal Credit Union 401(K) Profit Sharing Plan (plan 001)
- Rockland Federal Credit Union — all reported plans
- General Insulation Company 401(K) Profit Sharing Plan (plan 001)
- General Insulation Company, Inc. — all reported plans
- Gale Associates, Inc. 401k Profit Sharing Plan And Trust (plan 001)
- Gale Associates, Inc. — all reported plans
- Welch Senior Living, LLC Savings Plan (plan 002)
- Welch Senior Living, LLC — all reported plans
- Monahan Products LLC, 401(K) Profit Sharing Plan Trust (plan 001)
- Monahan Products, LLC — all reported plans
- Sbera Pension Plan As Adopted By Blue Hills Bank (plan 005)
- Rockland Trust — all reported plans
- Polymer Corporation 401(K) Profit Sharing Plan & Trust (plan 001)
- Polymer Corporation — all reported plans
- Professional Alternative 401(K) Plan (plan 001)
- Professional Alternative Inc. — all reported plans
- Heritage Restoration LLC. 401(K)Profit Sharing Plan (plan 001)
- Heritage Restoration LLC — all reported plans
- K5 Corporation Retirement Savings Plan (plan 011)
- K5 Corporation — all reported plans
- Aegis Engineering Services, Inc. 401(K) Plan (plan 001)
- Aegis Engineering Services, Inc. — all reported plans
- Nelm Corporation, Health & Welfare Program (plan 501)
- Nelm Corporation, Health & Welfare — all reported plans
- Welch Senior Living LLC Welfare Benefit Plan (plan 501)
- Monahan Products Health And Welfare Benefits Plan (plan 501)
- Methodology
- Data sources