MA Form 5500 retirement and benefit plan filings
State 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, MA has 8,126 loaded benefit plan(s) reported by 5,013 plan sponsor(s), with $2,272,224,325,760 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8,126
- Plan sponsors
- 5,013
- Total reported assets (EOY)
- $2,272,224,325,760
- Latest filing year
- 2023
Cities by loaded plan count
- Boston, MA — 2,501 plan(s)
- Woburn, MA — 280 plan(s)
- Cambridge, MA — 273 plan(s)
- Waltham, MA — 243 plan(s)
- Burlington, MA — 170 plan(s)
- Worcester, MA — 126 plan(s)
- Springfield, MA — 122 plan(s)
- Newton, MA — 96 plan(s)
- Quincy, MA — 94 plan(s)
- Framingham, MA — 87 plan(s)
- Andover, MA — 86 plan(s)
- Marlborough, MA — 76 plan(s)
- Braintree, MA — 74 plan(s)
- Canton, MA — 72 plan(s)
- Needham, MA — 71 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| State Street S&P 500(R) Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | Boston | $80,455,368,097 | 2023 |
| Fidelity Growth Company Commingled Pool | Fidelity Management Trust Company | Boston | $60,167,983,197 | 2023 |
| Fidelity Contrafund Commingled Pool | Fidelity Management Trust Company | Boston | $41,952,411,715 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | Boston | $38,999,391,429 | 2023 |
| State Street S&P 500(R) Index Securities Lending Series Fund Class Ii | State Street Global Advisors Trust Company | Boston | $33,782,609,492 | 2023 |
| State Street S&P 500(R) Index Non-Lending Series Fund Class K | State Street Global Advisors Trust Company | Boston | $33,765,305,565 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | Boston | $28,757,464,243 | 2023 |
| Fidelity Retirement Savings Plan | Fmr LLC | Boston | $28,649,852,331 | 2023 |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | Boston | $26,040,553,594 | 2023 |
| State Street World Developed Ex Us Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | Boston | $24,655,950,006 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Total Market Index Pool | Geode Capital Management Trust Company, LLC | Boston | $24,425,424,640 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan 500 Index Pool | Geode Capital Management Trust Company, LLC | Boston | $22,307,946,475 | 2023 |
| State Street World Developed Ex Us Index Securities Lending Series Fund Class I | State Street Global Advisors Trust Company | Boston | $21,248,769,489 | 2023 |
| State Street U.S. Bond Index Non-Lending Series Fund Class A | State Street Global Advisors Trust Company | Boston | $20,777,820,877 | 2023 |
| State Street S&P 500(R) Flagship Non-Lending Fund | State Street Global Advisors Trust Company | Boston | $17,592,128,883 | 2023 |
Largest MA plans → · MA plans with financial data → · $1B+ MA plans →
Related Form 5500 pages
- Boston, MA Form 5500 filings
- Woburn, MA Form 5500 filings
- Cambridge, MA Form 5500 filings
- Waltham, MA Form 5500 filings
- Burlington, MA Form 5500 filings
- Worcester, MA Form 5500 filings
- Springfield, MA Form 5500 filings
- Newton, MA Form 5500 filings
- Quincy, MA Form 5500 filings
- Framingham, MA Form 5500 filings
- Andover, MA Form 5500 filings
- Marlborough, MA Form 5500 filings
- Braintree, MA Form 5500 filings
- Canton, MA Form 5500 filings
- Needham, MA Form 5500 filings
- State Street S&P 500(R) Index Non-Lending Series Fund Class A (plan 097)
- Fidelity Growth Company Commingled Pool (plan 135)
- Fidelity Contrafund Commingled Pool (plan 133)
- State Street S&P 500(R) Index Securities Lending Series Fund Class I (plan 065)
- State Street S&P 500(R) Index Securities Lending Series Fund Class Ii (plan 078)
- State Street S&P 500(R) Index Non-Lending Series Fund Class K (plan 388)
- State Street Global All Cap Equity Ex-U.S. Index Non-Lending Series Fund Class A (plan 299)
- Fidelity Retirement Savings Plan (plan 002)
- State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class I (plan 282)
- State Street World Developed Ex Us Index Non-Lending Series Fund Class A (plan 012)
- Methodology
- Data sources