Massachusetts Medical Society 401(k) match, vesting and fees
What Massachusetts Medical Society'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 266 defined-contribution plans in information with 500 to 999 participants.
| Massachusetts Medical Society: employer contribution per participant | $6,357 | |
| Peer median | $2,049 |
| Massachusetts Medical Society: average balance | $288,259 | |
| Peer median | $79,099 |
| Massachusetts Medical Society: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.16% |
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 $165M at the end of plan year 2021 to $174M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 602 | $174M | $3.8M | $6,357 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 615 | $159M | $3.5M | $5,710 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 640 | $138M | $3.3M | $5,083 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 600 | $165M | $3.1M | $5,129 | 0.11% | Not published | Form 5500 ↗ |
Other Massachusetts Medical Society plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Massachusetts Medical Society 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 | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Massachusetts Medical Society match 401(k) contributions?
The match terms for the The Massachusetts Medical Society Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $6,357 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Massachusetts Medical Society 401(k) match vested?
The vesting schedule for the The Massachusetts Medical Society Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Massachusetts Medical Society 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Massachusetts Medical Society.
I left Massachusetts Medical Society. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Massachusetts Medical Society, (781) 893-4610) or the recordkeeper, Empower Annuity Insurance Company. The Massachusetts Medical Society old 401(k) page lists the contacts from every plan filing. Find an old Massachusetts Medical Society 401(k)
Data from the public Form 5500 annual reports Massachusetts Medical Society 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 Massachusetts Medical Society. Not financial advice. Report a correction · Methodology