Westford, 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, Westford, MA has 19 loaded benefit plan(s) reported by 17 plan sponsor(s), with $855,717,091 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
17
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$855,717,091
Total reported liabilities (EOY)
$1,615,004
Total reported net assets (EOY)
$854,286,596

Contributions & income

Employer contributions
$16,221,618
Participant contributions
$44,660,207
Total income / additions
$213,134,005

Expenses & distributions

Benefits paid / distributions
$69,323,522
Total expenses
$70,093,508
Net increase / (decrease)
$143,040,497

Coverage

Total reported participants
7,000
Plans with financial statements
16
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westford, 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 Westford, MA
PlanSponsorReported assets (EOY)Year
Netscout Systems, Inc. 401(K) PlanNetscout Systems, Inc.$582,453,2212023
The Kadant Inc. 401(K) Retirement Savings PlanKadant Inc.$177,472,7382023
Cynosure, LLC 401(K) PlanCynosure, LLC$36,396,9592023
Biscom, Inc. 401(K) PlanBiscom, Inc.$17,360,3662023
Carnegie Dartlet, LLC 401(K) PlanCarnegie Dartlet, LLC$12,761,8202023
Pediatrics West, P.C. 401(K) Profit Sharing PlanPediatrics West, P.C.$11,880,7692023
Medacuity LLC 401k Plan And TrustMedacuity, LLC$11,139,2552023
Cae Solutions Corp 401(K) Profit Sharing Plan & TrustCae Solutions Corp$2,629,9452023
Carroll Design Retirement PlanCarroll Design$1,435,3462023
Craighouse Management, Inc. 401(K) PlanCraighouse Management, Inc.$741,1552023
Carrthaxton Financial Group Ll 401(K) Profit Sharing Plan & TrustCarrthaxton Financial Group Ll$699,9832023
Dbm Technical Sales 401(K) Profit Sharing PlanDbm Technical Sales, Inc.$448,5482023
Tsai 401kTopsl Adventures, Inc.$266,4082023
Artel Video Systems Corporation Employee Stock Ownership PlanArtel Video Systems$28,0002023
Widget & Bread, Inc. 401(K) PlanWidget & Bread, Inc.$2,5782023
Iccl Corporation 401(K) PlanIccl Corporation$02023
Ryan Development LLC Health And Welfare PlanRyan Development LLCnot reported in the loaded dataset2023
Cynosure, LLC Welfare Benefit PlanCynosure, LLCnot reported in the loaded dataset2023
Netscout Systems, Inc. Welfare Benefits PlanNetscout Systems, Inc.not reported in the loaded dataset2023

Related Form 5500 pages