Stoughton, 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, Stoughton, MA has 30 loaded benefit plan(s) reported by 22 plan sponsor(s), with $517,046,962 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
30
Plan sponsors
22
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$517,046,962
Total reported liabilities (EOY)
$1,007,397
Total reported net assets (EOY)
$516,039,565

Contributions & income

Employer contributions
$43,479,963
Participant contributions
$30,995,869
Total income / additions
$153,031,089

Expenses & distributions

Benefits paid / distributions
$50,824,387
Total expenses
$54,124,556
Net increase / (decrease)
$98,906,533

Coverage

Total reported participants
14,339
Plans with financial statements
21
Plans with provider compensation
14

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Stoughton, 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

Largest loaded plans in Stoughton, MA
PlanSponsorReported assets (EOY)Year
Roofers Union Local No. 33 Thrift FundRoofers Union Local No. 33 Thrift Fund Thrift Fd$121,758,5302023
Roofers Union Local No.33 Pension FundRoofers Union Local No.33 Pension Fund$121,528,5022023
Umass Memorial Shields Pharmacy, LLC 401(K) Profit Sharing PlanUmass Memorial Shields Pharmacy LLC$62,433,2382023
Franklin Sports, Inc. 401(K) PlanFranklin Sports Inc.$36,059,2562023
Fuelloc 401(K)Diesel Direct$30,093,9482023
Collegium Pharmaceutical, Inc. 401(K) And Profit Sharing PlanCollegium Pharmaceutical, Inc.$27,808,0362023
Pointe Group Care 401(K) PlanPointe Group Care, LLC$20,369,5512023
Matter Surfaces, Inc. 401(K) PlanMatter Surfaces, Inc.$16,709,5902023
Primo Medical Group, Inc. 401(K) Profit Sharing PlanPrimo Medical Group, Inc.$15,884,7312023
Boston Interiors Home Furnishings 401(K) PlanBoston Interiors Home Furnishings, LLC$14,639,7852023
Tempus Unlimited, Inc. 403(B) PlanTempus Unlimited, Inc.$14,206,3142023
Premier Diagnostic Services, Inc. 401(K) PlanPremier Diagnostic Services, Inc.$13,479,8172023
Roofers Union Local No. 33 Insurance FundRoofers Union Local No. 33 Insurance Fund$10,265,3452023
Boston Brace International, Inc. Employee Stock Ownership PlanBoston Brace International, Inc.$6,818,4442023
Tri-County Pediatric Associates, P.C. 401(K) Profit Sharing PlanTri-County Pediatric Associates, P.C.$3,272,8312023
Highland Seating Inc. Profit Sharing PlanHighland Seating, Inc.$925,4192023
Kerry L Plante Cpa Pc 401kKerry L. Plante Cpa Pc$487,4792023
Highland Seating, Inc. 401k Sep PlanHighland Seating, Inc.$176,9472023
Reham Corp Retirement PlanReham Corp$83,9312023
Tucker Crafts Inc. 401(K) PlanTucker Crafts Inc.$43,7442023
Hiitcore Retirement PlanHiitcore, Inc.$1,5242023
Yale Appliance And Lighting Employee Benefits PlanYale Appliance And Lightingnot reported in the loaded dataset2023
Shields Health Management Company, LLC Health And Welfare Benefit PlanShields Health Management Company, LLCnot reported in the loaded dataset2023
Franklin Sports Inc. Insurance PlanFranklin Sports Inc.not reported in the loaded dataset2023
Tempus Unlimited, Inc. Health And Welfare PlanTempus Unlimited, Inc.not reported in the loaded dataset2023

Related Form 5500 pages