Stoneham, 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, Stoneham, MA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $78,313,959 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,313,959
- Total reported liabilities (EOY)
- $77,573,343
- Total reported net assets (EOY)
- $740,616
Contributions & income
- Employer contributions
- $7,312,399
- Participant contributions
- $4,232,619
- Total income / additions
- -$43,761,886
Expenses & distributions
- Benefits paid / distributions
- $6,451,147
- Total expenses
- $9,055,185
- Net increase / (decrease)
- -$52,817,071
Coverage
- Total reported participants
- 3,812
- Plans with financial statements
- 7
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stoneham, 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 |
|---|---|---|---|
| North American Family Institute, Inc. 403(B) Plan | North American Family Institute, Inc. | $26,477,034 | 2023 |
| Stoneham Motors Co., Inc. Retirement Plan | Stoneham Motors Co., Inc. | $19,442,401 | 2023 |
| Theory Wellness, Inc. Employee Stock Ownership Plan | Theory Wellness Inc. | $16,390,275 | 2023 |
| Orthopedic Surgery, Inc. 401(K) Profit Sharing Plan | Orthopedic Surgery, Inc. Dba Agility Orthopedics | $9,197,972 | 2023 |
| Bear Hill Healthcare 401(K) Profit Sharing Plan | Bear Hill Healthcare LLC | $3,991,031 | 2023 |
| Advanced Dental Technologies I 401(K) Profit Sharing Plan & Trust | Advanced Dental Technologies I | $1,510,827 | 2023 |
| Commonwealth Pediatrics 401(K) Profit Sharing Plan And Trust | Commonwealth Pediatrics, LLC | $1,304,419 | 2023 |
| Theory Wellness Health Plan | Theory Wellness | not reported in the loaded dataset | 2023 |
| North American Family Institute, Inc. Group Insurance / Cafeteria Plan | North American Family Institute Inc | not reported in the loaded dataset | 2023 |
Largest plans in Stoneham → · Stoneham plans by participants → · Stoneham plans with financial data → · Stoneham plans with provider compensation → · $1B+ plans in Stoneham →
Related Form 5500 pages
- All MA Form 5500 filings
- North American Family Institute, Inc. 403(B) Plan (plan 002)
- North American Family Institute, Inc. — all reported plans
- Stoneham Motors Co., Inc. Retirement Plan (plan 001)
- Stoneham Motors Co., Inc. — all reported plans
- Theory Wellness, Inc. Employee Stock Ownership Plan (plan 002)
- Theory Wellness Inc. — all reported plans
- Orthopedic Surgery, Inc. 401(K) Profit Sharing Plan (plan 001)
- Orthopedic Surgery, Inc. Dba Agility Orthopedics — all reported plans
- Bear Hill Healthcare 401(K) Profit Sharing Plan (plan 001)
- Bear Hill Healthcare LLC — all reported plans
- Advanced Dental Technologies I 401(K) Profit Sharing Plan & Trust (plan 001)
- Advanced Dental Technologies I — all reported plans
- Commonwealth Pediatrics 401(K) Profit Sharing Plan And Trust (plan 001)
- Commonwealth Pediatrics, LLC — all reported plans
- Theory Wellness Health Plan (plan 501)
- North American Family Institute, Inc. Group Insurance / Cafeteria Plan (plan 501)
- Methodology
- Data sources