Assets by plan
Share of aggregate retirement assets
Filings through .
Massachusetts Bar Association
EIN 04-1589785legal servicesLatest filing 2025
Plans
2
Retirement
2
$17.7M assets
Health & Benefits
0
Participants
114
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.7M assets / 114 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MASSACHUSETTS BAR ASSOCIATION RETIREMENT AND 401(K) PLAN
401(k)
Assets$9.9M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MASSACHUSETTS BAR ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN
Other DC
Assets$7.9M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MASSACHUSETTS BAR ASSOCIATION RETIREMENT AND 401(K) PLAN | 401(k) | $9.9M | 54 | 2025 |
| #002 | MASSACHUSETTS BAR ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN | Other DC | $7.9M | 60 | 2025 |
- #003 · 401(k) · 202554
- #002 · Other DC · 202560
Retirement plans