Wakefield, 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, Wakefield, MA has 53 loaded benefit plan(s) reported by 37 plan sponsor(s), with $792,126,767 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 53
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $792,126,767
- Total reported liabilities (EOY)
- $163,324
- Total reported net assets (EOY)
- $791,963,443
Contributions & income
- Employer contributions
- $19,987,166
- Participant contributions
- $52,827,079
- Total income / additions
- $201,278,657
Expenses & distributions
- Benefits paid / distributions
- $66,626,823
- Total expenses
- $67,754,518
- Net increase / (decrease)
- $133,524,139
Coverage
- Total reported participants
- 18,874
- Plans with financial statements
- 34
- Plans with provider compensation
- 19
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wakefield, 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 |
|---|---|---|---|
| Dn Tanks Retirement Plan | Dn Tanks, LLC | $103,642,303 | 2023 |
| Odyssey Systems Consulting Group Ltd 401(K) Plan | Odyssey Systems Consulting Group | $98,962,071 | 2023 |
| Tuv Sud America, Inc. 401k Savings Plan | Tuv Sud America, Inc. | $71,916,379 | 2023 |
| World Travel Holdings, Inc. 401(K) Savings Plan | World Travel Holdings, Inc. | $68,227,273 | 2023 |
| Sentinel Benefits Group, Inc. Profit Sharing & 401(K) Trust | Sentinel Benefits Group, Inc. | $59,405,620 | 2023 |
| Sdl Inc. 401(K) Plan | Sdl Inc. | $58,188,082 | 2023 |
| Vestmark, Inc 401(K) Plan | Vestmark, Inc | $53,270,419 | 2023 |
| Global Risk Consultants Corp. Tax Deferred Savings Plan | Global Risk Consultants Corp. | $42,805,902 | 2023 |
| Kelmar Associates, LLC 401(K) Plan | Kelmar Associates, LLC | $29,581,866 | 2023 |
| Tonneson & Company, Pc. 401(K) Profit Sharing Retirement Plan | Tonneson & Company, Pc | $27,389,863 | 2023 |
| Nova 401(K) Plan | Nova Ventures Group Corp. | $21,099,357 | 2023 |
| Myorthos 401(K) Plan | Myorthos Holdings, LLC | $20,687,732 | 2023 |
| Yokohama Tws North America, Inc. Savings Plan | Yokohama Tws North America, Inc. | $20,326,082 | 2023 |
| Sbera 401(K) Plan As Adopted By The Savings Bank | The Savings Bank | $19,340,953 | 2023 |
| Yokohama Off Highway Tires America, Inc. 401(K) Profit Sharing Plan | Yokohama Off Highway Tires America, Inc. | $14,986,078 | 2023 |
| C-4 Analytics, LLC 401(K) Profit Sharing Plan And Trust | C-4 Analytics, LLC | $14,432,669 | 2023 |
| Thrive Skilled Pediatric Care Retirement Plan | Thrive Skilled Pediatric Care, LLC | $12,899,243 | 2023 |
| Fsp 401(K) Plan | Franklin Street Properties Corp | $11,018,046 | 2023 |
| Virtual Incorporated 401(K) Plan | Virtual Incorporated | $10,592,368 | 2023 |
| Veracross LLC 401(K) Plan | Veracross LLC | $10,194,038 | 2023 |
| Abc Professionals, Inc. 401(K) Plan | Abc Professionals, Inc. | $3,877,984 | 2023 |
| Mansfield & Robbins Plumbing 401(K) Plan | Mansfield & Robbins Plumbing | $3,319,976 | 2023 |
| Beaconlive, LLC 401(K) Profit Sharing Plan | Beaconlive, LLC | $2,967,638 | 2023 |
| Batten Bros., Inc. Profit Sharing Plan | Batten Bros., Inc. | $2,861,791 | 2023 |
| Esai Power LLC 401(K) Plan | Esai Power LLC | $2,858,702 | 2023 |
Largest plans in Wakefield → · Wakefield plans by participants → · Wakefield plans with financial data → · Wakefield plans with provider compensation → · $1B+ plans in Wakefield →
Related Form 5500 pages
- All MA Form 5500 filings
- Dn Tanks Retirement Plan (plan 001)
- Dn Tanks, LLC — all reported plans
- Odyssey Systems Consulting Group Ltd 401(K) Plan (plan 001)
- Odyssey Systems Consulting Group — all reported plans
- Tuv Sud America, Inc. 401k Savings Plan (plan 001)
- Tuv Sud America, Inc. — all reported plans
- World Travel Holdings, Inc. 401(K) Savings Plan (plan 001)
- World Travel Holdings, Inc. — all reported plans
- Sentinel Benefits Group, Inc. Profit Sharing & 401(K) Trust (plan 001)
- Sentinel Benefits Group, Inc. — all reported plans
- Sdl Inc. 401(K) Plan (plan 002)
- Sdl Inc. — all reported plans
- Vestmark, Inc 401(K) Plan (plan 001)
- Vestmark, Inc — all reported plans
- Global Risk Consultants Corp. Tax Deferred Savings Plan (plan 001)
- Global Risk Consultants Corp. — all reported plans
- Kelmar Associates, LLC 401(K) Plan (plan 001)
- Kelmar Associates, LLC — all reported plans
- Tonneson & Company, Pc. 401(K) Profit Sharing Retirement Plan (plan 001)
- Tonneson & Company, Pc — all reported plans
- Nova 401(K) Plan (plan 001)
- Nova Ventures Group Corp. — all reported plans
- Myorthos 401(K) Plan (plan 001)
- Myorthos Holdings, LLC — all reported plans
- Yokohama Tws North America, Inc. Savings Plan (plan 001)
- Yokohama Tws North America, Inc. — all reported plans
- Sbera 401(K) Plan As Adopted By The Savings Bank (plan 002)
- The Savings Bank — all reported plans
- Yokohama Off Highway Tires America, Inc. 401(K) Profit Sharing Plan (plan 001)
- Yokohama Off Highway Tires America, Inc. — all reported plans
- Methodology
- Data sources