401(k)
2023 plan-year 401(k) DOL Form 5500

Foley Hoag, LLP Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Foley Hoag LLP · Massachusetts · Professional & Technical Services

What the 2023 filing shows

Foley Hoag, LLP Savings and Retirement Plan holds $340M for 669 participants — about $507,874 per participant, up 15.1% over the 2023 plan year.

$340M
total plan assets (2023 EOY)
669
covered participants
$507,874
avg assets per participant
+15.1%
assets growth YoY
Total Assets (2023)
$340M
Participants
669
Industry
Professional & Technical Services

What the Filing Says About Foley Hoag, LLP Savings and Retirement Plan

Foley Hoag, LLP Savings and Retirement Plan is a 401(k) retirement plan sponsored by Foley Hoag LLP, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $340M in total end-of-year assets and covers 669 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042150535, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $295M at the beginning of 2023 to $340M at year-end — a gain of 15.1%. Net assets (after liabilities) closed the year at $340M, with reported net income of $45M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$295M
Total Assets (End of Year)$340M
Net Assets (End of Year)$340M
Net Income$45M
Plan Type401(k)
Employer EIN042150535
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Hoag LLP)

Year Plans Participants Total Assets
2022 1 591 $295M
2023 1 669 $340M
2024 1 670 $382M

Nearby 401(k) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Foley Hoag, LLP Savings and Retirement Plan?
As of the 2023 Form 5500 filing, Foley Hoag, LLP Savings and Retirement Plan holds $340M in total assets with 669 participants. It is sponsored by Foley Hoag LLP.
What type of plan is Foley Hoag, LLP Savings and Retirement Plan?
Foley Hoag, LLP Savings and Retirement Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 042150535.
Who sponsors the Foley Hoag, LLP Savings and Retirement Plan?
Foley Hoag, LLP Savings and Retirement Plan is sponsored by Foley Hoag LLP, located in Massachusetts. The sponsor's EIN is 042150535 and the plan operates in the Professional & Technical Services industry.
How did Foley Hoag, LLP Savings and Retirement Plan perform in 2023?
Foley Hoag, LLP Savings and Retirement Plan grew by 15.1% during 2023, moving from $295M to $340M in total assets. Net income was $45M.
Where can I find official filings for Foley Hoag, LLP Savings and Retirement Plan?
Official Form 5500 filings for Foley Hoag, LLP Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042150535 or plan name at efast.dol.gov.
How does Foley Hoag, LLP Savings and Retirement Plan compare to other plans?
You can compare Foley Hoag, LLP Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042150535.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.