401(k) · DOL Form 5500 · 2023
Mirick, O'connell, Demallie & Lougee, LLP 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $580,707
- Avg per participant High balance/head
Official DOL plan name: Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust · Sponsored by Mirick, O'connell, Demallie & Lougee, LLP · Massachusetts · Professional & Technical Services
$74M in assets, 127 participants
Mirick, O'connell, Demallie & Lougee, LLP's Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust reported $74M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,348 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust covers 127 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $74M.
- #18,348
- in Professional & Technical Services (20,321 peers)
- +18.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust's outsized position by total assets
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,749,794 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust end-of-year assets rose from $62M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 127 in the plan year 2023 filing.
DOL schedule card
Filing strip 042203347 · Mirick, O'connell, Demallie & Lougee, LLP PY 2023 · 401(k)
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust · $74M · 127 · 89th
- BOY $74M
- BOY 127
- BOY 89th
- BOY 401(k)
- BOY near Savings & Protection Plan for Plant Employees of Green Bay Packaging Inc.
- BOY ind #18348
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $11M |
| Employer EIN | 042203347 |
| Plan Effective Date | 1991-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mirick, O'connell, Demallie & Lougee, LLP)
Sponsor-wide plan assets over time
All Mirick, O'connell, Demallie & Lougee, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 34.96029842651212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $62M |
| 2023 | 1 | 127 | $74M |
| 2024 | 1 | 128 | $84M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Savings & Protection Plan for Plant Employees of Green Bay Packaging Inc. in WI ($74M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 127 · 0 off
- Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan (TX) 127 · 0 off
- Haddad Dodge Kia 401(k) Plan (CA) 127 · 0 off
- International Motor Freight, Inc. 401(k) Plan (NJ) 127 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.