Healey Brothers 401(k) match, vesting and fees
What Healey Brothers' 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 | Rbt Cpas, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Healey Brothers: employer contribution per participant | $1,393 | |
| Peer median | $928 |
| Healey Brothers: average balance | $71,825 | |
| Peer median | $40,685 |
| Healey Brothers: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.37% |
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 $37.2M at the end of plan year 2021 to $43.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 705 | $43.7M | $849K | $1,393 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 689 | $38.9M | $808K | $1,393 | — | Not published | Form 5500 ↗ |
| 2022 | 615 | $31.5M | $772K | $1,440 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 564 | $37.2M | $666K | $1,345 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Healey Brothers match 401(k) contributions?
The match terms for the Healey Brothers, Inc. 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $849K in employer contributions, about $1,393 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Healey Brothers 401(k) match vested?
The vesting schedule for the Healey Brothers, Inc. 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Healey Brothers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Healey Brothers, Inc..
I left Healey Brothers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Healey Brothers, Inc., (845) 291-1998) or the recordkeeper, Fidelity Investments Institutional. The Healey Brothers old 401(k) page lists the contacts from every plan filing. Find an old Healey Brothers 401(k)
Data from the public Form 5500 annual reports Healey Brothers 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 Healey Brothers. Not financial advice. Report a correction · Methodology