Westwood, 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, Westwood, MA has 26 loaded benefit plan(s) reported by 15 plan sponsor(s), with $374,350,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 26
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $374,350,556
- Total reported liabilities (EOY)
- $177,790
- Total reported net assets (EOY)
- $374,172,766
Contributions & income
- Employer contributions
- $12,947,843
- Participant contributions
- $25,119,057
- Total income / additions
- $93,983,257
Expenses & distributions
- Benefits paid / distributions
- $28,613,937
- Total expenses
- $29,243,862
- Net increase / (decrease)
- $64,739,395
Coverage
- Total reported participants
- 11,702
- Plans with financial statements
- 14
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westwood, 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 |
|---|---|---|---|
| Computacenter 401(K) Plan | Computacenter United States Inc. | $135,531,595 | 2023 |
| Chase Corporation 401(K) Plan | Chase Corporation | $52,331,156 | 2023 |
| Meketa Investment Group, Inc. Profit Sharing Plan | Meketa Investment Group, Inc. | $47,882,521 | 2023 |
| Corza Medical 401(K) Plan | Corza Medical Inc. | $35,892,715 | 2023 |
| Security Lock Distributors, Inc. 401(K) Profit Sharing Plan And Trust | Security Lock Distributors, Inc. | $32,175,098 | 2023 |
| Predictive Index Retirement Trust Plan | Predictive Index, LLC | $24,162,573 | 2023 |
| Security Lock Distributors, Inc. Cash Balance Plan | Security Lock Distributors, Inc. | $10,936,506 | 2023 |
| Fox Hill Village 401(K) Plan | Fox Hill Village Homeowners Corporation | $10,740,763 | 2023 |
| Pension Plan For Employees Of Chase Corporation | Chase Corporation | $8,049,225 | 2023 |
| 403(B) Thrift Plan For Employees Of Lifeworks, Inc. | Lifeworks, Inc. | $7,168,196 | 2023 |
| Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan | Bromfield Sneider Wealth Advisors, Inc. | $5,895,095 | 2023 |
| Northeast Security, Inc 401(K) Profit Sharing Plan | Northeast Security, Inc. | $2,705,958 | 2023 |
| Frederick N. Pellegrini Retirement Plan | Frederick N. Pellegrini, Attorney | $730,531 | 2023 |
| Devine Insurance & Financial Services, Inc. 401(K) Plan | Devine Insurance & Financial Services, Inc. | $148,624 | 2023 |
| Corza Medical, Inc. Health & Welfare Plan | Corza Medical, Inc. | not reported in the loaded dataset | 2023 |
| Northeast Security Inc., Service Employees Group Benefits Plan | Northeast Security Inc. | not reported in the loaded dataset | 2023 |
| Security Lock Distributors Inc. Health & Welfare Benefits Plan | Security Lock Distributors Inc. | not reported in the loaded dataset | 2023 |
| Meketa Investments Group Consolidated Welfare Benefits Plan | Meketa Investments Group | not reported in the loaded dataset | 2023 |
| Health And Welfare Plan | Fox Hill Village Homeowners Corporation | not reported in the loaded dataset | 2023 |
| Chase Corporation Welfare Benefits Plan | Chase Corporation | not reported in the loaded dataset | 2023 |
| Security Lock Distributors Inc. Health & Welfare Benefits Plan | Security Lock Distributors Inc. | not reported in the loaded dataset | 2023 |
| Lifeworks Inc. Health & Welfare Plan | Lifeworks Inc. | not reported in the loaded dataset | 2023 |
| 47' Brand Employee Benefit Welfare Plan | 47 Brand, LLC | not reported in the loaded dataset | 2023 |
| Predictive Index, LLC Health & Welfare Plan | Predictive Index, LLC | not reported in the loaded dataset | 2023 |
| Intentsify, LLC Employee Health And Welfare Benefits Plan | Intentsify, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Westwood → · Westwood plans by participants → · Westwood plans with financial data → · Westwood plans with provider compensation → · $1B+ plans in Westwood →
Related Form 5500 pages
- All MA Form 5500 filings
- Computacenter 401(K) Plan (plan 002)
- Computacenter United States Inc. — all reported plans
- Chase Corporation 401(K) Plan (plan 002)
- Chase Corporation — all reported plans
- Meketa Investment Group, Inc. Profit Sharing Plan (plan 001)
- Meketa Investment Group, Inc. — all reported plans
- Corza Medical 401(K) Plan (plan 001)
- Corza Medical Inc. — all reported plans
- Security Lock Distributors, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Security Lock Distributors, Inc. — all reported plans
- Predictive Index Retirement Trust Plan (plan 002)
- Predictive Index, LLC — all reported plans
- Security Lock Distributors, Inc. Cash Balance Plan (plan 003)
- Fox Hill Village 401(K) Plan (plan 002)
- Fox Hill Village Homeowners Corporation — all reported plans
- Pension Plan For Employees Of Chase Corporation (plan 001)
- 403(B) Thrift Plan For Employees Of Lifeworks, Inc. (plan 003)
- Lifeworks, Inc. — all reported plans
- Bromfield Sneider Wealth Advisors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bromfield Sneider Wealth Advisors, Inc. — all reported plans
- Northeast Security, Inc 401(K) Profit Sharing Plan (plan 001)
- Northeast Security, Inc. — all reported plans
- Frederick N. Pellegrini Retirement Plan (plan 001)
- Frederick N. Pellegrini, Attorney — all reported plans
- Devine Insurance & Financial Services, Inc. 401(K) Plan (plan 001)
- Devine Insurance & Financial Services, Inc. — all reported plans
- Corza Medical, Inc. Health & Welfare Plan (plan 510)
- Methodology
- Data sources