West Newton, 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, West Newton, MA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $64,021,194 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $64,021,194
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $64,021,194
Contributions & income
- Employer contributions
- $1,563,801
- Participant contributions
- $2,078,401
- Total income / additions
- $12,261,948
Expenses & distributions
- Benefits paid / distributions
- $3,064,272
- Total expenses
- $3,115,628
- Net increase / (decrease)
- $9,146,320
Coverage
- Total reported participants
- 936
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Newton, 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 |
|---|---|---|---|
| The Fessenden School Retirement Plan | The Fessenden School | $49,894,003 | 2023 |
| Eastward Capital Partners, LLC 401(K) Plan | Eastward Capital Partners, LLC | $7,196,052 | 2023 |
| Little People'S School Inc 403(B) Plan | Little People'S School, Inc. | $4,761,490 | 2023 |
| West Newton Dental Associates, LLC 401(K) Plan | West Newton Dental Associates, LLC | $2,169,649 | 2023 |
| The Fessenden School Health & Welfare Benefit Wrap | The Fessenden School | not reported in the loaded dataset | 2023 |
Largest plans in West Newton → · West Newton plans by participants → · West Newton plans with financial data → · West Newton plans with provider compensation → · $1B+ plans in West Newton →
Related Form 5500 pages
- All MA Form 5500 filings
- The Fessenden School Retirement Plan (plan 002)
- The Fessenden School — all reported plans
- Eastward Capital Partners, LLC 401(K) Plan (plan 001)
- Eastward Capital Partners, LLC — all reported plans
- Little People'S School Inc 403(B) Plan (plan 001)
- Little People'S School, Inc. — all reported plans
- West Newton Dental Associates, LLC 401(K) Plan (plan 001)
- West Newton Dental Associates, LLC — all reported plans
- The Fessenden School Health & Welfare Benefit Wrap (plan 501)
- Methodology
- Data sources