401(k) · DOL Form 5500 · 2024
Mirick, O'connell, Demallie & Lougee, LLP 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $656,497
- 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
$84M in assets, 128 participants
Mirick, O'connell, Demallie & Lougee, LLP's Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust reported $84M in total assets and 128 participants in its 2024 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.
- #18,196 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $84M.
- #18,196
- in Professional & Technical Services (20,173 peers)
- +13.9%
- assets growth YoY
- 0.8×
- 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 2024 · DOL Form 5500
$84,031,552 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust end-of-year assets rose from $74M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042203347 · Mirick, O'connell, Demallie & Lougee, LLP PY 2024 · 401(k)
Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and Trust · $84M · 128 · 89th
- IND $84M
- EOY 128
- 5500 89th
- ASSETS 401(k)
- PCT near Thunder Valley Casino 401(k) Retirement Plan
- EIN ind #18196
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) | $74M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $10M |
| 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 $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Thunder Valley Casino 401(k) Retirement Plan in CA ($84M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Thunder Valley Casino 401(k) Retirement Plan (CA) $84M · 2,125
- Irex Services LLC Employee Savings Incentive Plan (PA) $84M · 301
- First Security Bancorp 401(k) Plan (AR) $84M · 875
- Veritex Community Bank 401(k) Plan (TX) $84M · 821
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Acolad Retirement Savings Plan (WI) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.