Doherty Group 401(k) match, vesting and fees
What Doherty Group'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 Investments Institutional | Schedule C ↗ |
| Independent auditor | Aprio, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 38 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| Doherty Group: employer contribution per participant | $765 | |
| Peer median | $718 |
| Doherty Group: average balance | $58,213 | |
| Peer median | $28,939 |
| Doherty Group: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.63% |
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 $39.3M at the end of plan year 2021 to $46.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 7,142 | $46.6M | $613K | $765 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 7,677 | $40.6M | $599K | $758 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 4,320 | $37.5M | $641K | $757 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 4,185 | $32.4M | $598K | $712 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 4,053 | $39.3M | $600K | $727 | 0.31% | Not published | Form 5500 ↗ |
Common questions
Does Doherty Group match 401(k) contributions?
The match terms for the Doherty Group, Inc. 401(k) and Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $613K in employer contributions, about $765 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Doherty Group 401(k) match vested?
The vesting schedule for the Doherty Group, Inc. 401(k) and Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Doherty Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is The Doherty Group, Inc..
I left Doherty Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Doherty Group, Inc., (201) 818-4669) or the recordkeeper, Fidelity Investments Institutional. The Doherty Group old 401(k) page lists the contacts from every plan filing. Find an old Doherty Group 401(k)
Data from the public Form 5500 annual reports Doherty Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Doherty Group. Not financial advice. Report a correction · Methodology