Boston Shipping Association 401(k) match, vesting and fees
What Boston Shipping Association's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investment Instl Operation | Schedule C ↗ |
| Independent auditor | Walter & Shuffain, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Boston Shipping Association: employer contribution per participant | $7,849 | |
| Peer median | $1,076 |
| Boston Shipping Association: average balance | $155,724 | |
| Peer median | $31,804 |
| Boston Shipping Association: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $35.8M at the end of plan year 2021 to $61.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 444 | $61.8M | $3.1M | $7,849 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 429 | $52.8M | $2M | $5,189 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 426 | $42.4M | $1.8M | $4,754 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 428 | $35.8M | $1.8M | $4,684 | 0.26% | Not published | Form 5500 ↗ |
Other Boston Shipping Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of the Bsa,inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Bsa-Ila Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Walter & Shuffain, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Boston Shipping Association match 401(k) contributions?
The match terms for the Bsa-Ila Retirement Account Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $7,849 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Boston Shipping Association 401(k) match vested?
The vesting schedule for the Bsa-Ila Retirement Account Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Boston Shipping Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investment Instl Operation. The plan administrator is Boston Shipping Association, Inc..
I left Boston Shipping Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Boston Shipping Association, Inc., (617) 242-3303) or the recordkeeper, Fidelity Investment Instl Operation. The Boston Shipping Association old 401(k) page lists the contacts from every plan filing. Find an old Boston Shipping Association 401(k)
Data from the public Form 5500 annual reports Boston Shipping Association filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Boston Shipping Association. Not financial advice. Report a correction · Methodology