Sudbury, 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, Sudbury, MA has 15 loaded benefit plan(s) reported by 13 plan sponsor(s), with $115,206,214 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $115,206,214
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $115,036,299
Contributions & income
- Employer contributions
- $2,856,868
- Participant contributions
- $8,431,359
- Total income / additions
- $34,123,703
Expenses & distributions
- Benefits paid / distributions
- $18,580,991
- Total expenses
- $18,960,902
- Net increase / (decrease)
- $15,162,801
Coverage
- Total reported participants
- 2,561
- Plans with financial statements
- 13
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sudbury, 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 |
|---|---|---|---|
| Methods Machine Tools, Inc. Retirement Savings Plan | Methods Machine Tools, Inc. | $54,228,729 | 2023 |
| Advocates For Human Potential, Inc. 401(K) Profit Sharing Plan | Advocates For Human Potential, Inc. | $19,488,932 | 2023 |
| Cavicchio Greenhouses Retirement Savings Plan | Cavicchio Greenhouses Inc. | $15,366,427 | 2023 |
| Strategic Placement Services, Inc. 401(K) Plan | Strategic Placement Services, Inc. | $9,797,805 | 2023 |
| Yamaha Unified Communications, Inc. 401(K) Plan | Yamaha Unified Communications, Inc. | $9,167,917 | 2023 |
| Cse 401(K) Plan | Connexion Systems & Engineering, Inc. | $2,937,821 | 2023 |
| The Garden Concierge, Inc. 401(K) Plan | The Garden Concierge, Inc. | $1,748,400 | 2023 |
| Spencer Financial, LLC Profit Sharing Plan | Spencer Financial, LLC | $1,701,017 | 2023 |
| Chelmsford Farm And Garden, Inc. 401(K) Plan | Chelmsford Farm And Garden, Inc. | $482,991 | 2023 |
| Julianas Catering Company Inco 401(K) Profit Sharing Plan & Trust | Julianas Catering Company Inco | $194,529 | 2023 |
| Community Values, Inc. 401(K) Plan | Community Values, Inc. | $91,646 | 2023 |
| Adtech Systems, LLC 401(K) Plan | Adtech Systems, LLC. | $0 | 2023 |
| Pure Encapsulations, Inc. 401(K) Plan | Pure Encapsulations, Inc. | $0 | 2023 |
| The Methods Machine Tools Inc. Employee Benefits Plans | Methods Machine Tools, Inc. | not reported in the loaded dataset | 2023 |
| Advocates For Human Potential, Inc. Health And Welfare Plan | Advocates For Human Potential, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sudbury → · Sudbury plans by participants → · Sudbury plans with financial data → · Sudbury plans with provider compensation → · $1B+ plans in Sudbury →
Related Form 5500 pages
- All MA Form 5500 filings
- Methods Machine Tools, Inc. Retirement Savings Plan (plan 001)
- Methods Machine Tools, Inc. — all reported plans
- Advocates For Human Potential, Inc. 401(K) Profit Sharing Plan (plan 001)
- Advocates For Human Potential, Inc. — all reported plans
- Cavicchio Greenhouses Retirement Savings Plan (plan 001)
- Cavicchio Greenhouses Inc. — all reported plans
- Strategic Placement Services, Inc. 401(K) Plan (plan 001)
- Strategic Placement Services, Inc. — all reported plans
- Yamaha Unified Communications, Inc. 401(K) Plan (plan 001)
- Yamaha Unified Communications, Inc. — all reported plans
- Cse 401(K) Plan (plan 001)
- Connexion Systems & Engineering, Inc. — all reported plans
- The Garden Concierge, Inc. 401(K) Plan (plan 001)
- The Garden Concierge, Inc. — all reported plans
- Spencer Financial, LLC Profit Sharing Plan (plan 001)
- Spencer Financial, LLC — all reported plans
- Chelmsford Farm And Garden, Inc. 401(K) Plan (plan 001)
- Chelmsford Farm And Garden, Inc. — all reported plans
- Julianas Catering Company Inco 401(K) Profit Sharing Plan & Trust (plan 001)
- Julianas Catering Company Inco — all reported plans
- Community Values, Inc. 401(K) Plan (plan 001)
- Community Values, Inc. — all reported plans
- Adtech Systems, LLC 401(K) Plan (plan 001)
- Adtech Systems, LLC. — all reported plans
- Pure Encapsulations, Inc. 401(K) Plan (plan 001)
- Pure Encapsulations, Inc. — all reported plans
- The Methods Machine Tools Inc. Employee Benefits Plans (plan 501)
- Advocates For Human Potential, Inc. Health And Welfare Plan (plan 501)
- Methodology
- Data sources