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Sponsor portfolio

DR. MATTHEW C. HEALEY, D.M.D., P.C.

EIN 20-2216632-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
13
446 BOSTON ROAD - BILLERICA, MA 01821781-254-1807
Plans on this EIN
2 filings
#001401k-$2.9M - 10 part#002CashBalance-$171K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • SHARING RETIREMENT PLAN (#001)94%
  • CASH BALANCE PLAN (#002)6%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#001)10
  • CASH BALANCE PLAN (#002)3
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MATTHEW C. HEALEY, D.M.D., P.C. PROFIT SHARING RETIREMENT PLAN

401k

Assets$2.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DR. MATTHEW C. HEALEY, D.M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$171K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MATTHEW C. HEALEY, D.M.D., P.C. PROFIT SHARING RETIREMENT PLAN401k$2.9M102025
002DR. MATTHEW C. HEALEY, D.M.D., P.C. CASH BALANCE PLANCashBalance$171K32025
Retirement plans
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