How big is McCarthy, Bouley, Barry & Morgan, PC's plan?

McCarthy, Bouley, Barry & Morgan, PC's plan reported $4.5M in assets and 7 participants for 2024.

Original filing (PDF)20250909145553NAL0033830384001

McCarthy, Bouley, Barry & Morgan, PC

Name: McCarthy, Bouley, Barry & Morgan, PC — McCarthy, Form 5500 (2024)
Creator: McCarthy, Bouley, Barry & Morgan, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCarthy, Bouley, Barry & Morgan, P.C. Profit Sharing Plan

401(k) retirement plan · McCarthy, Bouley, Barry & Morgan, PC's McCarthy, Bouley, Barry & Morgan, P.C. Profit Sharing Plan held $4.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Rebecca Capozzi, ESQ. signed McCarthy, Bouley, Barry & Morgan, PC's 2024 Form 5500 as plan administrator.

Rebecca Capozzi, ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCarthy, Bouley, Barry & Morgan, PC's EIN is 04-3175415.

EIN 04-3175415

Plan number 001

Plan year 2024

ACK ID 20250909145553NAL0033830384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCarthy, Bouley, Barry & Morgan, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCarthy, Bouley, Barry & Morgan, PC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCARTHY, BOULEY, BARRY & MORGAN, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

MCCARTHY, BOULEY, BARRY & MORGAN, PC

EIN

all filings

Address

400 FIFTH AVENUE, 5TH FLOOR · WALTHAM, MA · 02451

Phone

(617) 225-2211

Industry

Law Offices· Professional & Technical Services

Plan administrator