Retirement plan

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

Name: HENRY W. PEABODY & CO., INC. - HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST (2025) Form 5500
Creator: HENRY W. PEABODY & CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST, HENRY W. PEABODY & CO., INC.

HENRY W. PEABODY & CO., INC.EIN 04-1711260Plan #003PY 2025

200 BROADWAY, SUITE 301, SUITE 301 - LYNNFIELD, MA 019402349781-477-0800hwpeabody.comLinkedIn1-10 employeesimport and export

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+12.1% from 2024

Total participants

0.0% from 2024

Average account balance

$602,211

+12.1% from 2024

Annual return

10.74%

-9.73 pp from 2024

Benchmarks

See 32,735 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort32,735 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$602K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.74%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15416

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$62K

$15416 / participant

Other / not subdivided$62K100.0%

% of EOY assets

2.560%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$602,211

$181,062+232.6%

$158,223+280.6%

$155,188+288.1%

Participation rate

100.0%

82.7%+17.3pp

79.2%+20.8pp

80.8%+19.2pp

Annual return

10.74%

57.39%-46.6pp

52.09%-41.4pp

148.84%-138.1pp

Employer contribution / active EE

$12,500

$4,565+173.8%

$4,109+204.2%

$4,248+194.3%

Participant deferral / active EE

$10,500

$6,134+71.2%

$5,467+92.1%

$6,531+60.8%

Admin fee / account holder

$15,416

$18,825-18.1%

$16,047-3.9%

$14,480+6.5%

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HENRY W. PEABODY & CO., INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion