Original filing (PDF)20250604071749NAL0010679521001

MASSACHUSETTS BAR ASSOCIATION

Name: MASSACHUSETTS BAR ASSOCIATION — MASSACHUSETTS BAR ASSOCIATION RETIREMENT AND 401(K) PLAN, Form 5500 (2024)
Creator: MASSACHUSETTS BAR ASSOCIATION

Form 5500-SF

FILING_RECEIVED

MASSACHUSETTS BAR ASSOCIATION RETIREMENT AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSACHUSETTS BAR ASSOCIATION.

Plan sponsor

Name

MASSACHUSETTS BAR ASSOCIATION

EIN

04-1589785

Address

20 WEST STREET · BOSTON, MA · 02111

Phone

(617) 338-0500

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TRUSTEES OF PETERSON, JOHNSON & MURRAY

PETERSON, JOHNSON, & MURRAY, S.C. RETIREMENT PLAN

$8.5M

KELL, ALTERMAN & RUNSTEIN, LLP

KELL, ALTERMAN & RUNSTEIN, L.L.P. AMENDED AND RESTATED 401(K) PROFIT SHARING PLAN AND TRUST

$8.5M · 37 participants

MENN LAW FIRM LTD

MENN LAW FIRM LTD SALARY SAVINGS PLAN

$8.5M · 54 participants

SMITH LEWIS, LLP

SMITH LEWIS, LLP 401(K) PLAN

$8.5M · 12 participants

LEARY BRIDE MERGNER & BONGIOVANNI P.A.

LEARY BRIDE MERGNER & BONGIOVANNI P.A. 401(K) RETIREMENT PLAN