Plymouth Rock Assurance 401(k) match, vesting and fees
What Plymouth Rock Assurance'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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Caron & Bletzer PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Plymouth Rock Assurance: employer contribution per participant | $2,790 | |
| Peer median | $2,966 |
| Plymouth Rock Assurance: average balance | $177,680 | |
| Peer median | $104,792 |
| Plymouth Rock Assurance: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.10% |
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 $455M at the end of plan year 2021 to $505M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,878 | $505M | $7.9M | $2,790 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,897 | $450M | $7.5M | $2,610 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 2,503 | $383M | $6.7M | $2,708 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 2,453 | $455M | $6.6M | $2,700 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Plymouth Rock Assurance match 401(k) contributions?
The match terms for the The Plymouth Rock Companies Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $7.9M in employer contributions, about $2,790 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Plymouth Rock Assurance 401(k) match vested?
The vesting schedule for the The Plymouth Rock Companies Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Plymouth Rock Assurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Plymouth Rock Assurance Corporation.
I left Plymouth Rock Assurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Plymouth Rock Assurance Corporation, (617) 720-1620) or the recordkeeper, The Vanguard Group, Inc.. The Plymouth Rock Assurance old 401(k) page lists the contacts from every plan filing. Find an old Plymouth Rock Assurance 401(k)
Data from the public Form 5500 annual reports Plymouth Rock Assurance 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 Plymouth Rock Assurance. Not financial advice. Report a correction · Methodology