Roxbury, 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, Roxbury, MA has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $46,426,715 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $46,426,715
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $46,426,715
Contributions & income
- Employer contributions
- $1,352,923
- Participant contributions
- $3,445,388
- Total income / additions
- $11,062,027
Expenses & distributions
- Benefits paid / distributions
- $4,569,201
- Total expenses
- $4,704,408
- Net increase / (decrease)
- $6,357,619
Coverage
- Total reported participants
- 5,460
- Plans with financial statements
- 7
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Roxbury, 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 |
|---|---|---|---|
| Central Boston Elder Services, Inc. 403(B) Retirement Plan | Central Boston Elder Services, Inc. | $14,866,140 | 2023 |
| Dimock Community Foundation 403(B) Plan | Dimock Community Foundation | $12,325,921 | 2023 |
| Youthbuild Usa 401(K) Profit Sharing Plan | Youthbuild Usa | $6,502,537 | 2023 |
| Childrens Services Of Roxbury 401k Plan | Childrens Services Of Roxbury | $4,343,274 | 2023 |
| Employee Benefits Plan Of Whittier Street Health Center Committee, Inc. | Whittier Street Health Center Committee, Inc. | $3,375,075 | 2023 |
| Horizons For Homeless Children, Inc. 403(B) Plan | Horizons For Homeless Children, Inc | $3,011,690 | 2023 |
| Nurtury, Inc. 403(B) Plan | Nurtury, Inc. | $2,002,078 | 2023 |
| Neighborhood Assistance Corporation Of America | Neighborhood Assistance Corp | not reported in the loaded dataset | 2023 |
| Dimock Center Health And Welfare Plan | Dimock Center | not reported in the loaded dataset | 2023 |
| Suffolk Construction Company, Inc. Welfare Benefit Plan | Suffolk Construction Company | not reported in the loaded dataset | 2023 |
| Horizons For Homeless Children Health And Welfare Plan | Horizons For Homeless Children, Inc. | not reported in the loaded dataset | 2023 |
| Whittier Street Health Center Health And Welfare Plans | Whittier Street Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Roxbury → · Roxbury plans by participants → · Roxbury plans with financial data → · Roxbury plans with provider compensation → · $1B+ plans in Roxbury →
Related Form 5500 pages
- All MA Form 5500 filings
- Central Boston Elder Services, Inc. 403(B) Retirement Plan (plan 001)
- Central Boston Elder Services, Inc. — all reported plans
- Dimock Community Foundation 403(B) Plan (plan 001)
- Dimock Community Foundation — all reported plans
- Youthbuild Usa 401(K) Profit Sharing Plan (plan 001)
- Youthbuild Usa — all reported plans
- Childrens Services Of Roxbury 401k Plan (plan 001)
- Childrens Services Of Roxbury — all reported plans
- Employee Benefits Plan Of Whittier Street Health Center Committee, Inc. (plan 001)
- Whittier Street Health Center Committee, Inc. — all reported plans
- Horizons For Homeless Children, Inc. 403(B) Plan (plan 001)
- Horizons For Homeless Children, Inc — all reported plans
- Nurtury, Inc. 403(B) Plan (plan 001)
- Nurtury, Inc. — all reported plans
- Neighborhood Assistance Corporation Of America (plan 501)
- Neighborhood Assistance Corp — all reported plans
- Dimock Center Health And Welfare Plan (plan 501)
- Suffolk Construction Company, Inc. Welfare Benefit Plan (plan 501)
- Suffolk Construction Company — all reported plans
- Horizons For Homeless Children Health And Welfare Plan (plan 501)
- Whittier Street Health Center Health And Welfare Plans (plan 501)
- Methodology
- Data sources