Salem, 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, Salem, MA has 21 loaded benefit plan(s) reported by 16 plan sponsor(s), with $242,997,465 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $242,997,465
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $242,997,465
Contributions & income
- Employer contributions
- $3,406,741
- Participant contributions
- $9,315,328
- Total income / additions
- $50,863,003
Expenses & distributions
- Benefits paid / distributions
- $19,420,979
- Total expenses
- $19,588,945
- Net increase / (decrease)
- $31,274,058
Coverage
- Total reported participants
- 3,722
- Plans with financial statements
- 14
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Salem, 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 |
|---|---|---|---|
| Salem Five 401(K) Retirement Plan | Salem Five Cents Savings Bank | $99,176,502 | 2023 |
| Sbera Pension Plan As Adopted By Salem Five Cents Savings Bank | Salem Five Cents Savings Bank | $75,181,016 | 2023 |
| Amanti Employee Retirement Plan | E. Amanti & Sons, Inc. | $15,855,292 | 2023 |
| Cabot Wealth Management, Inc.Profit Sharing Plan | Cabot Wealth Management, Inc. | $10,993,641 | 2023 |
| Peabody Essex Museum 401(A) Plan | Peabody Essex Museum | $10,953,628 | 2023 |
| The Groom Construction Co., Inc. 401(K) Plan | Groom Construction Co., Inc. | $10,136,934 | 2023 |
| Salem Glass 401k Plan | Salem Glass Company | $8,891,742 | 2023 |
| Pepperdash Technology Corporation 401(K) Plan | Pepperdash Technology Corporation | $3,513,475 | 2023 |
| Mhl LLC 401(K) Profit Sharing Plan & Trust | Mhl LLC | $2,733,706 | 2023 |
| James J. Welch & Co., Inc. 401(K) Plan | James J. Welch & Co., Inc. | $1,698,657 | 2023 |
| United States Biological 401(K) Plan | United States Biological | $1,584,461 | 2023 |
| Highland Dental Group, LLC 401(K) Profit Sharing Plan | Highland Dental Group, LLC | $1,154,617 | 2023 |
| Net Atlantic, Inc. 401(K) Plan | Net Atlantic, Inc. | $1,123,794 | 2023 |
| Yeaton, Inc. Profit Sharing Plan | Yeaton, Inc. | $0 | 2023 |
| Salem Five Cents Savings Bank Consolidated Benefits Plan | Salem Five Cents Savings Bank | not reported in the loaded dataset | 2023 |
| North Shore Community Health, Inc. Benefits Plan | North Shore Community Health, Inc. | not reported in the loaded dataset | 2023 |
| Crosbys Markets, Inc. Flexible Benefit Plan | Crosbys Markets, Inc. | not reported in the loaded dataset | 2023 |
| Groom Construction Co., Inc. Life And Disability Benefits Plan | Groom Construction Co., Inc. | not reported in the loaded dataset | 2023 |
| H & C Service LLC Employee Benefit Plan | H & C Service LLC | not reported in the loaded dataset | 2023 |
| E Amanti And Sons Inc Employee Benefit Plan | E Amanti And Sons Inc | not reported in the loaded dataset | 2023 |
| Peabody Essex Museum Health & Welfare Plan | Peabody Essex Museum | not reported in the loaded dataset | 2023 |
Largest plans in Salem → · Salem plans by participants → · Salem plans with financial data → · Salem plans with provider compensation → · $1B+ plans in Salem →
Related Form 5500 pages
- All MA Form 5500 filings
- Salem Five 401(K) Retirement Plan (plan 002)
- Salem Five Cents Savings Bank — all reported plans
- Sbera Pension Plan As Adopted By Salem Five Cents Savings Bank (plan 001)
- Amanti Employee Retirement Plan (plan 001)
- E. Amanti & Sons, Inc. — all reported plans
- Cabot Wealth Management, Inc.Profit Sharing Plan (plan 001)
- Cabot Wealth Management, Inc. — all reported plans
- Peabody Essex Museum 401(A) Plan (plan 002)
- Peabody Essex Museum — all reported plans
- The Groom Construction Co., Inc. 401(K) Plan (plan 001)
- Groom Construction Co., Inc. — all reported plans
- Salem Glass 401k Plan (plan 001)
- Salem Glass Company — all reported plans
- Pepperdash Technology Corporation 401(K) Plan (plan 001)
- Pepperdash Technology Corporation — all reported plans
- Mhl LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Mhl LLC — all reported plans
- James J. Welch & Co., Inc. 401(K) Plan (plan 001)
- James J. Welch & Co., Inc. — all reported plans
- United States Biological 401(K) Plan (plan 001)
- United States Biological — all reported plans
- Highland Dental Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Highland Dental Group, LLC — all reported plans
- Net Atlantic, Inc. 401(K) Plan (plan 001)
- Net Atlantic, Inc. — all reported plans
- Yeaton, Inc. Profit Sharing Plan (plan 001)
- Yeaton, Inc. — all reported plans
- Salem Five Cents Savings Bank Consolidated Benefits Plan (plan 501)
- Methodology
- Data sources