401(k) · DOL Form 5500 · 2023
Foley Hoag LLP 401(k) Plan
Data updated 2026-08-25
- $340M
- Total assets Above avg plan size
- 669
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $507,874
- Avg per participant High balance/head
Official DOL plan name: Foley Hoag, LLP Savings and Retirement Plan · Sponsored by Foley Hoag LLP · Massachusetts · Professional & Technical Services
$340M in assets, 669 participants
Foley Hoag LLP's Foley Hoag, LLP Savings and Retirement Plan reported $340M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,805 in Professional & Technical Services (20,321 peers)
Where Foley Hoag, LLP Savings and Retirement Plan sits by assets
Foley Hoag, LLP Savings and Retirement Plan sits in the top 5% of all filed plans by assets, $340M for 669 participants (~$507,874/participant), up 15.1% in 2023.
- #19,805
- in Professional & Technical Services (20,321 peers)
- +15.1%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Foley Hoag, LLP Savings and Retirement Plan's outsized position by total assets
Foley Hoag, LLP Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$339,767,636 Top 4% higher than 96% 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
Foley Hoag, LLP Savings and Retirement Plan 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. Foley Hoag, LLP Savings and Retirement Plan sits mid-pack in the medium band (669 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Foley Hoag, LLP Savings and Retirement Plan reported net income rose from -$65M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Foley Hoag, LLP Savings and Retirement Plan end-of-year assets rose from $295M in the plan year 2022 filing to $340M in the plan year 2023 filing.
- Foley Hoag, LLP Savings and Retirement Plan reported participants rose from 591 in the plan year 2022 filing to 669 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042150535 · Foley Hoag LLP PY 2023 · 401(k)
Foley Hoag, LLP Savings and Retirement Plan · $340M · 669 · 96th
- TYPE $340M
- TYPE 669
- TYPE 96th
- TYPE 401(k)
- TYPE near Southern California Pipe Trades Defined Contribution Plan
- TYPE ind #19805
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 →
Foley Hoag, LLP Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $295M |
|---|---|
| Net Assets (End of Year) | $340M |
| Net Income | $45M |
| Employer EIN | 042150535 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Foley Hoag LLP)
Sponsor-wide plan assets over time
All Foley Hoag LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $382M 29.320923544153416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 591 | $295M |
| 2023 | 1 | 669 | $340M |
| 2024 | 1 | 670 | $382M |
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
Foley Hoag, LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Southern California Pipe Trades Defined Contribution Plan in CA ($340M); by covered participants it is Freeman Investment Company, L.P. 401(k) Plan in TX (669 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340M here).
- Southern California Pipe Trades Defined Contribution Plan (CA) $340M · 10,598
- California Water Service Company Savings Plan (CA) $340M · 1,229
- Communications & Power Industries Retirement Plan (TX) $340M · 1,774
- Spectrum Healthcare Partners, P.a. 401(k) Profit Sharing Plan (ME) $340M · 509
Similar participant headcount
Nearest other-state filings by covered participants (669 participants); asset peers above are excluded.
- Freeman Investment Company, L.P. 401(k) Plan (TX) 669 · 0 off
- Natus Medical Incorporated 401(k) Profit Sharing Plan (CA) 669 · 0 off
- Quartz Health Solutions, Inc. 401(k) Plan (WI) 669 · 0 off
- Cultivate Behavioral Management 401(k) Plan (IL) 669 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.