Worcester, 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, Worcester, MA has 126 loaded benefit plan(s) reported by 84 plan sponsor(s), with $7,560,288,107 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 126
- Plan sponsors
- 84
- Total reported assets (EOY)
- $7,560,288,107
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Umass Memorial Health Care 401(K) Plan | Umass Memorial Health Care, Inc. | $1,246,261,606 | 2023 |
| Umass Memorial Health Care Pension Plan | Umass Memorial Health Care, Inc. | $1,238,321,729 | 2023 |
| The Hanover Insurance Group Retirement Savings Plan | The Hanover Insurance Company | $1,181,481,866 | 2023 |
| Worcester Polytechnic Institute Defined Contribution Plan | Worcester Polytechnic Institute | $626,706,652 | 2023 |
| Umass Memorial Health Care 403(B) Plan | Umass Memorial Health Care, Inc. | $584,701,265 | 2023 |
| College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan | Trustees Of The College Of The Holy Cross | $365,775,634 | 2023 |
| The Hanover Insurance Group Cash Balance Pension Plan | The Hanover Insurance Company | $363,015,071 | 2023 |
| Clark University Retirement Plan | Clark University | $351,037,502 | 2023 |
| David Clark Employee Stock Ownership Plan | David Clark Holdings, Inc. | $209,266,000 | 2023 |
| Fallon Community Health Plan, Inc. 401(K) Plan | Fallon Community Health Plan | $148,906,286 | 2023 |
| Assumption University Defined Contribution Retirement Plan | Assumption University | $137,223,550 | 2023 |
| Polar Beverages Retirement Plan | Polar Corp. | $91,118,270 | 2023 |
| Teamsters Local 170 Health And Welfare Fund | Teamsters Local 170 Health And Welfare Fund | $90,580,908 | 2023 |
| Holy Cross Retirement Plan For Nonexempt Employees | Trustees Of The College Of The Holy Cross | $80,979,875 | 2023 |
| Mirick, O'Connell, Demallie & Lougee, Llp Savings And Retirement Plan And Trust | Mirick, O'Connell, Demallie & Lougee, Llp | $73,749,794 | 2023 |
| Bowditch & Dewey Profit Sharing Plan | Bowditch & Dewey, Llp | $63,831,725 | 2023 |
| David Clark 401k Plan | David Clark Holdings, Inc. | $56,758,473 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Vna Care Network, Inc. | Vna Care Network, Inc. | $54,593,284 | 2023 |
| Seven Hills Foundation Retirement Plan | Seven Hills Foundation, Inc. | $50,717,404 | 2023 |
| Worcester Academy Dc Retirement Plan | Worcester Academy | $45,542,730 | 2023 |
| 403(B) Thrift Plan For Employees Of Visiting Nurse Association Of Boston Foundation, Inc. | Visiting Nurse Association Of Boston, Inc. | $43,604,960 | 2023 |
| Fletcher Tilton Pc Profit Sharing Plan And Trust | Fletcher Tilton Pc | $34,891,429 | 2023 |
| Open Sky Community Services, Inc. Tax-Deferred Annuity Plan | Open Sky Community Services, Inc. | $32,440,130 | 2023 |
| Bancroft School Dc Retirement Plan | Bancroft School | $30,862,796 | 2023 |
| Community Healthlink Section 401(K) Plan | Umass Memorial Health | $22,173,964 | 2023 |
Largest plans in Worcester → · Worcester plans with financial data → · $1B+ plans in Worcester → · Providers by reported compensation →
Related Form 5500 pages
- All MA Form 5500 filings
- Umass Memorial Health Care 401(K) Plan (plan 003)
- Umass Memorial Health Care, Inc. — all reported plans
- Umass Memorial Health Care Pension Plan (plan 005)
- The Hanover Insurance Group Retirement Savings Plan (plan 002)
- The Hanover Insurance Company — all reported plans
- Worcester Polytechnic Institute Defined Contribution Plan (plan 001)
- Worcester Polytechnic Institute — all reported plans
- Umass Memorial Health Care 403(B) Plan (plan 004)
- College Of The Holy Cross 403(B) Defined Contribution & Group Supplemental Retirement Plan (plan 001)
- Trustees Of The College Of The Holy Cross — all reported plans
- The Hanover Insurance Group Cash Balance Pension Plan (plan 001)
- Clark University Retirement Plan (plan 002)
- Clark University — all reported plans
- David Clark Employee Stock Ownership Plan (plan 003)
- David Clark Holdings, Inc. — all reported plans
- Fallon Community Health Plan, Inc. 401(K) Plan (plan 003)
- Fallon Community Health Plan — all reported plans
- Assumption University Defined Contribution Retirement Plan (plan 001)
- Assumption University — all reported plans
- Polar Beverages Retirement Plan (plan 002)
- Polar Corp. — all reported plans
- Teamsters Local 170 Health And Welfare Fund (plan 501)
- Teamsters Local 170 Health And Welfare Fund — all reported plans
- Holy Cross Retirement Plan For Nonexempt Employees (plan 002)
- Mirick, O'Connell, Demallie & Lougee, Llp Savings And Retirement Plan And Trust (plan 002)
- Mirick, O'Connell, Demallie & Lougee, Llp — all reported plans
- Methodology
- Data sources