Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALY & MATTOS, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $2.5M | 8 | 2025 | |
| 001 | HEALY MATTOS, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 26 | 2025 | |
| 003 | HEALY & MATTOS, INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $555K | 11 | 2024 |