Coakley, Boyd & Abbett Inc.
Plan context: Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan
EIN 04-2384863 • Framingham, MA • 37 filings • 12 plans
Current Snapshot
Latest Year
2023
2023 Participants
13
2023 Assets
$1,921,987
2023 Contributions
$121,240
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 13 | $1,921,987 | $121,240 | $9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 13 | $1,921,987 | $121,240 | $9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%. |
| 2022 | 1 | 11 | $2,626,926 | $83,617 | $7,602iApproximate average salary by contribution assumption: employee only about $190,039 at 4% or $126,692 at 6%; with 50% employer match about $126,692 at 4% or $84,462 at 6%; with 100% employer match about $95,019 at 4% or $63,346 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 11 | $2,626,926 | $83,617 | $7,602iApproximate average salary by contribution assumption: employee only about $190,039 at 4% or $126,692 at 6%; with 50% employer match about $126,692 at 4% or $84,462 at 6%; with 100% employer match about $95,019 at 4% or $63,346 at 6%. |
| 2021 | 1 | 12 | $3,080,690 | $93,649 | $7,804iApproximate average salary by contribution assumption: employee only about $195,102 at 4% or $130,068 at 6%; with 50% employer match about $130,068 at 4% or $86,712 at 6%; with 100% employer match about $97,551 at 4% or $65,034 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $3,080,690 | $93,649 | $7,804iApproximate average salary by contribution assumption: employee only about $195,102 at 4% or $130,068 at 6%; with 50% employer match about $130,068 at 4% or $86,712 at 6%; with 100% employer match about $97,551 at 4% or $65,034 at 6%. |
| 2020 | 1 | 10 | $2,628,890 | $68,559 | $6,856iApproximate average salary by contribution assumption: employee only about $171,398 at 4% or $114,265 at 6%; with 50% employer match about $114,265 at 4% or $76,177 at 6%; with 100% employer match about $85,699 at 4% or $57,133 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $2,628,890 | $68,559 | $6,856iApproximate average salary by contribution assumption: employee only about $171,398 at 4% or $114,265 at 6%; with 50% employer match about $114,265 at 4% or $76,177 at 6%; with 100% employer match about $85,699 at 4% or $57,133 at 6%. |
| 2019 | 1 | 10 | $2,526,062 | $62,879 | $6,288iApproximate average salary by contribution assumption: employee only about $157,198 at 4% or $104,798 at 6%; with 50% employer match about $104,798 at 4% or $69,866 at 6%; with 100% employer match about $78,599 at 4% or $52,399 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $2,526,062 | $62,879 | $6,288iApproximate average salary by contribution assumption: employee only about $157,198 at 4% or $104,798 at 6%; with 50% employer match about $104,798 at 4% or $69,866 at 6%; with 100% employer match about $78,599 at 4% or $52,399 at 6%. |
| 2018 | 1 | 10 | $2,072,469 | $59,622 | $5,962iApproximate average salary by contribution assumption: employee only about $149,055 at 4% or $99,370 at 6%; with 50% employer match about $99,370 at 4% or $66,247 at 6%; with 100% employer match about $74,528 at 4% or $49,685 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $2,072,469 | $59,622 | $5,962iApproximate average salary by contribution assumption: employee only about $149,055 at 4% or $99,370 at 6%; with 50% employer match about $99,370 at 4% or $66,247 at 6%; with 100% employer match about $74,528 at 4% or $49,685 at 6%. |
| 2017 | 1 | 10 | $2,136,518 | $31,420 | $3,142iApproximate average salary by contribution assumption: employee only about $78,550 at 4% or $52,367 at 6%; with 50% employer match about $52,367 at 4% or $34,911 at 6%; with 100% employer match about $39,275 at 4% or $26,183 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $2,136,518 | $31,420 | $3,142iApproximate average salary by contribution assumption: employee only about $78,550 at 4% or $52,367 at 6%; with 50% employer match about $52,367 at 4% or $34,911 at 6%; with 100% employer match about $39,275 at 4% or $26,183 at 6%. |
| 2016 | 1 | 10 | $1,793,719 | $54,375 | $5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $1,793,719 | $54,375 | $5,438iApproximate average salary by contribution assumption: employee only about $135,938 at 4% or $90,625 at 6%; with 50% employer match about $90,625 at 4% or $60,417 at 6%; with 100% employer match about $67,969 at 4% or $45,313 at 6%. |
| 2015 | 1 | 12 | $1,636,943 | $75,225 | $6,269iApproximate average salary by contribution assumption: employee only about $156,719 at 4% or $104,479 at 6%; with 50% employer match about $104,479 at 4% or $69,653 at 6%; with 100% employer match about $78,359 at 4% or $52,240 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $1,636,943 | $75,225 | $6,269iApproximate average salary by contribution assumption: employee only about $156,719 at 4% or $104,479 at 6%; with 50% employer match about $104,479 at 4% or $69,653 at 6%; with 100% employer match about $78,359 at 4% or $52,240 at 6%. |
| 2014 | 1 | 12 | $1,568,195 | $79,061 | $6,588iApproximate average salary by contribution assumption: employee only about $164,710 at 4% or $109,807 at 6%; with 50% employer match about $109,807 at 4% or $73,205 at 6%; with 100% employer match about $82,355 at 4% or $54,903 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $1,568,195 | $79,061 | $6,588iApproximate average salary by contribution assumption: employee only about $164,710 at 4% or $109,807 at 6%; with 50% employer match about $109,807 at 4% or $73,205 at 6%; with 100% employer match about $82,355 at 4% or $54,903 at 6%. |
| 2013 | 1 | 12 | $1,404,492 | $71,491 | $5,958iApproximate average salary by contribution assumption: employee only about $148,940 at 4% or $99,293 at 6%; with 50% employer match about $99,293 at 4% or $66,195 at 6%; with 100% employer match about $74,470 at 4% or $49,647 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $1,404,492 | $71,491 | $5,958iApproximate average salary by contribution assumption: employee only about $148,940 at 4% or $99,293 at 6%; with 50% employer match about $99,293 at 4% or $66,195 at 6%; with 100% employer match about $74,470 at 4% or $49,647 at 6%. |
| 2012 | 1 | 12 | $1,219,670 | $70,205 | $5,850iApproximate average salary by contribution assumption: employee only about $146,260 at 4% or $97,507 at 6%; with 50% employer match about $97,507 at 4% or $65,005 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $1,219,670 | $70,205 | $5,850iApproximate average salary by contribution assumption: employee only about $146,260 at 4% or $97,507 at 6%; with 50% employer match about $97,507 at 4% or $65,005 at 6%; with 100% employer match about $73,130 at 4% or $48,753 at 6%. |
| 2011 | 1 | 12 | $1,005,059 | $69,535 | $5,795iApproximate average salary by contribution assumption: employee only about $144,865 at 4% or $96,576 at 6%; with 50% employer match about $96,576 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $1,005,059 | $69,535 | $5,795iApproximate average salary by contribution assumption: employee only about $144,865 at 4% or $96,576 at 6%; with 50% employer match about $96,576 at 4% or $64,384 at 6%; with 100% employer match about $72,432 at 4% or $48,288 at 6%. |
| 2010 | 2 | 13 | $973,807 | $57,289 | $4,407iApproximate average salary by contribution assumption: employee only about $110,171 at 4% or $73,447 at 6%; with 50% employer match about $73,447 at 4% or $48,965 at 6%; with 100% employer match about $55,086 at 4% or $36,724 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 13 | $973,807 | $57,289 | $4,407iApproximate average salary by contribution assumption: employee only about $110,171 at 4% or $73,447 at 6%; with 50% employer match about $73,447 at 4% or $48,965 at 6%; with 100% employer match about $55,086 at 4% or $36,724 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2009 | 2 | 10 | $821,330 | $75,457 | $7,546iApproximate average salary by contribution assumption: employee only about $188,643 at 4% or $125,762 at 6%; with 50% employer match about $125,762 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 10 | $815,360 | $75,457 | $7,546iApproximate average salary by contribution assumption: employee only about $188,643 at 4% or $125,762 at 6%; with 50% employer match about $125,762 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $5,970 | - | - |
| 2008 | 2 | 16 | $773,135 | $122,207 | $7,638iApproximate average salary by contribution assumption: employee only about $190,948 at 4% or $127,299 at 6%; with 50% employer match about $127,299 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 16 | $577,913 | $122,207 | $7,638iApproximate average salary by contribution assumption: employee only about $190,948 at 4% or $127,299 at 6%; with 50% employer match about $127,299 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $195,222 | - | - |
| 2007 | 2 | 16 | $0 | $0 | - |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 2 | 17 | $910,356 | $65,440 | $3,849iApproximate average salary by contribution assumption: employee only about $96,235 at 4% or $64,157 at 6%; with 50% employer match about $64,157 at 4% or $42,771 at 6%; with 100% employer match about $48,118 at 4% or $32,078 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 17 | $670,693 | $65,440 | $3,849iApproximate average salary by contribution assumption: employee only about $96,235 at 4% or $64,157 at 6%; with 50% employer match about $64,157 at 4% or $42,771 at 6%; with 100% employer match about $48,118 at 4% or $32,078 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $239,663 | - | - |
| 2005 | 2 | 12 | $886,740 | $62,761 | $5,230iApproximate average salary by contribution assumption: employee only about $130,752 at 4% or $87,168 at 6%; with 50% employer match about $87,168 at 4% or $58,112 at 6%; with 100% employer match about $65,376 at 4% or $43,584 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 12 | $668,474 | $62,761 | $5,230iApproximate average salary by contribution assumption: employee only about $130,752 at 4% or $87,168 at 6%; with 50% employer match about $87,168 at 4% or $58,112 at 6%; with 100% employer match about $65,376 at 4% or $43,584 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $218,266 | - | - |
| 2004 | 2 | 15 | $873,821 | $30,180 | $2,012iApproximate average salary by contribution assumption: employee only about $50,300 at 4% or $33,533 at 6%; with 50% employer match about $33,533 at 4% or $22,356 at 6%; with 100% employer match about $25,150 at 4% or $16,767 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 15 | $584,477 | $30,180 | $2,012iApproximate average salary by contribution assumption: employee only about $50,300 at 4% or $33,533 at 6%; with 50% employer match about $33,533 at 4% or $22,356 at 6%; with 100% employer match about $25,150 at 4% or $16,767 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $289,344 | - | - |
| 2003 | 2 | 14 | $274,776 | $0 | - |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | $274,776 | - | - |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 14 | - | - | - |
| 2002 | 2 | 14 | $755,892 | $37,698 | $2,693iApproximate average salary by contribution assumption: employee only about $67,318 at 4% or $44,879 at 6%; with 50% employer match about $44,879 at 4% or $29,919 at 6%; with 100% employer match about $33,659 at 4% or $22,439 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 14 | $755,892 | $37,698 | $2,693iApproximate average salary by contribution assumption: employee only about $67,318 at 4% or $44,879 at 6%; with 50% employer match about $44,879 at 4% or $29,919 at 6%; with 100% employer match about $33,659 at 4% or $22,439 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2001 | 2 | 15 | $0 | $0 | - |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 15 | - | - | - |
| 2000 | 2 | 16 | $1,267,583 | $109,207 | $6,825iApproximate average salary by contribution assumption: employee only about $170,636 at 4% or $113,757 at 6%; with 50% employer match about $113,757 at 4% or $75,838 at 6%; with 100% employer match about $85,318 at 4% or $56,879 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 16 | $1,027,324 | $109,207 | $6,825iApproximate average salary by contribution assumption: employee only about $170,636 at 4% or $113,757 at 6%; with 50% employer match about $113,757 at 4% or $75,838 at 6%; with 100% employer match about $85,318 at 4% or $56,879 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 6 | $240,259 | - | - |
| 1999 | 2 | 18 | $1,295,674 | $83,057 | $4,614iApproximate average salary by contribution assumption: employee only about $115,357 at 4% or $76,905 at 6%; with 50% employer match about $76,905 at 4% or $51,270 at 6%; with 100% employer match about $57,678 at 4% or $38,452 at 6%. |
| Coakley, Boyd & Abbett Inc. 401K Plan and Profit Sharing Plan | - | 18 | $1,068,756 | $83,057 | $4,614iApproximate average salary by contribution assumption: employee only about $115,357 at 4% or $76,905 at 6%; with 50% employer match about $76,905 at 4% or $51,270 at 6%; with 100% employer match about $57,678 at 4% or $38,452 at 6%. |
| Coakley, Boyd & Abbett Inc. Profit Sharing Plan and Trust | - | 8 | $226,918 | - | - |