Charles M. Moran Plumbing & Heating
Plan context: Charles M. Moran Retirement Plan
EIN 04-2723821 • Clinton, MA • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$6,403,714
2024 Contributions
$182,500
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 38 | $6,403,714 | $182,500 | $4,803iApproximate average salary by contribution assumption: employee only about $120,066 at 4% or $80,044 at 6%; with 50% employer match about $80,044 at 4% or $53,363 at 6%; with 100% employer match about $60,033 at 4% or $40,022 at 6%. |
| Charles M. Moran Retirement Plan | - | 38 | $6,403,714 | $182,500 | $4,803iApproximate average salary by contribution assumption: employee only about $120,066 at 4% or $80,044 at 6%; with 50% employer match about $80,044 at 4% or $53,363 at 6%; with 100% employer match about $60,033 at 4% or $40,022 at 6%. |
| 2023 | 1 | 35 | $5,439,289 | $159,363 | $4,553iApproximate average salary by contribution assumption: employee only about $113,831 at 4% or $75,887 at 6%; with 50% employer match about $75,887 at 4% or $50,591 at 6%; with 100% employer match about $56,915 at 4% or $37,944 at 6%. |
| Charles M. Moran Retirement Plan | - | 35 | $5,439,289 | $159,363 | $4,553iApproximate average salary by contribution assumption: employee only about $113,831 at 4% or $75,887 at 6%; with 50% employer match about $75,887 at 4% or $50,591 at 6%; with 100% employer match about $56,915 at 4% or $37,944 at 6%. |
| 2022 | 1 | 33 | $4,945,036 | $165,138 | $5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,403 at 6%; with 50% employer match about $83,403 at 4% or $55,602 at 6%; with 100% employer match about $62,552 at 4% or $41,702 at 6%. |
| Charles M. Moran Retirement Plan | - | 33 | $4,945,036 | $165,138 | $5,004iApproximate average salary by contribution assumption: employee only about $125,105 at 4% or $83,403 at 6%; with 50% employer match about $83,403 at 4% or $55,602 at 6%; with 100% employer match about $62,552 at 4% or $41,702 at 6%. |
| 2021 | 1 | 31 | $5,342,765 | $271,579 | $8,761iApproximate average salary by contribution assumption: employee only about $219,015 at 4% or $146,010 at 6%; with 50% employer match about $146,010 at 4% or $97,340 at 6%; with 100% employer match about $109,508 at 4% or $73,005 at 6%. |
| Charles M. Moran Retirement Plan | - | 31 | $5,342,765 | $271,579 | $8,761iApproximate average salary by contribution assumption: employee only about $219,015 at 4% or $146,010 at 6%; with 50% employer match about $146,010 at 4% or $97,340 at 6%; with 100% employer match about $109,508 at 4% or $73,005 at 6%. |
| 2020 | 1 | 36 | $4,482,214 | $140,049 | $3,890iApproximate average salary by contribution assumption: employee only about $97,256 at 4% or $64,838 at 6%; with 50% employer match about $64,838 at 4% or $43,225 at 6%; with 100% employer match about $48,628 at 4% or $32,419 at 6%. |
| Charles M. Moran Retirement Plan | - | 36 | $4,482,214 | $140,049 | $3,890iApproximate average salary by contribution assumption: employee only about $97,256 at 4% or $64,838 at 6%; with 50% employer match about $64,838 at 4% or $43,225 at 6%; with 100% employer match about $48,628 at 4% or $32,419 at 6%. |
| 2019 | 1 | 32 | $4,529,386 | $116,062 | $3,627iApproximate average salary by contribution assumption: employee only about $90,673 at 4% or $60,449 at 6%; with 50% employer match about $60,449 at 4% or $40,299 at 6%; with 100% employer match about $45,337 at 4% or $30,224 at 6%. |
| Charles M. Moran Retirement Plan | - | 32 | $4,529,386 | $116,062 | $3,627iApproximate average salary by contribution assumption: employee only about $90,673 at 4% or $60,449 at 6%; with 50% employer match about $60,449 at 4% or $40,299 at 6%; with 100% employer match about $45,337 at 4% or $30,224 at 6%. |
| 2018 | 1 | 31 | $3,843,015 | $87,962 | $2,837iApproximate average salary by contribution assumption: employee only about $70,937 at 4% or $47,291 at 6%; with 50% employer match about $47,291 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%. |
| Charles M. Moran Retirement Plan | - | 31 | $3,843,015 | $87,962 | $2,837iApproximate average salary by contribution assumption: employee only about $70,937 at 4% or $47,291 at 6%; with 50% employer match about $47,291 at 4% or $31,528 at 6%; with 100% employer match about $35,469 at 4% or $23,646 at 6%. |
| 2017 | 1 | 30 | $4,063,935 | $69,184 | $2,306iApproximate average salary by contribution assumption: employee only about $57,653 at 4% or $38,436 at 6%; with 50% employer match about $38,436 at 4% or $25,624 at 6%; with 100% employer match about $28,827 at 4% or $19,218 at 6%. |
| Charles M. Moran Retirement Plan | - | 30 | $4,063,935 | $69,184 | $2,306iApproximate average salary by contribution assumption: employee only about $57,653 at 4% or $38,436 at 6%; with 50% employer match about $38,436 at 4% or $25,624 at 6%; with 100% employer match about $28,827 at 4% or $19,218 at 6%. |
| 2016 | 1 | 29 | $3,446,671 | $96,059 | $3,312iApproximate average salary by contribution assumption: employee only about $82,809 at 4% or $55,206 at 6%; with 50% employer match about $55,206 at 4% or $36,804 at 6%; with 100% employer match about $41,405 at 4% or $27,603 at 6%. |
| Charles M. Moran Retirement Plan | - | 29 | $3,446,671 | $96,059 | $3,312iApproximate average salary by contribution assumption: employee only about $82,809 at 4% or $55,206 at 6%; with 50% employer match about $55,206 at 4% or $36,804 at 6%; with 100% employer match about $41,405 at 4% or $27,603 at 6%. |
| 2015 | 1 | 26 | $3,181,868 | $117,857 | $4,533iApproximate average salary by contribution assumption: employee only about $113,324 at 4% or $75,549 at 6%; with 50% employer match about $75,549 at 4% or $50,366 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%. |
| Charles M. Moran Retirement Plan | - | 26 | $3,181,868 | $117,857 | $4,533iApproximate average salary by contribution assumption: employee only about $113,324 at 4% or $75,549 at 6%; with 50% employer match about $75,549 at 4% or $50,366 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%. |
| 2014 | 1 | 23 | $3,178,449 | $30,158 | $1,311iApproximate average salary by contribution assumption: employee only about $32,780 at 4% or $21,854 at 6%; with 50% employer match about $21,854 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,927 at 6%. |
| Charles M. Moran Retirement Plan | - | 23 | $3,178,449 | $30,158 | $1,311iApproximate average salary by contribution assumption: employee only about $32,780 at 4% or $21,854 at 6%; with 50% employer match about $21,854 at 4% or $14,569 at 6%; with 100% employer match about $16,390 at 4% or $10,927 at 6%. |
| 2013 | 1 | 24 | $3,222,313 | $550,314 | $22,930iApproximate average salary by contribution assumption: employee only about $573,244 at 4% or $382,163 at 6%; with 50% employer match about $382,163 at 4% or $254,775 at 6%; with 100% employer match about $286,622 at 4% or $191,081 at 6%. |
| Charles M. Moran Retirement Plan | - | 24 | $3,222,313 | $550,314 | $22,930iApproximate average salary by contribution assumption: employee only about $573,244 at 4% or $382,163 at 6%; with 50% employer match about $382,163 at 4% or $254,775 at 6%; with 100% employer match about $286,622 at 4% or $191,081 at 6%. |
| 2012 | 1 | 26 | $2,758,638 | $88,662 | $3,410iApproximate average salary by contribution assumption: employee only about $85,252 at 4% or $56,835 at 6%; with 50% employer match about $56,835 at 4% or $37,890 at 6%; with 100% employer match about $42,626 at 4% or $28,417 at 6%. |
| Charles M. Moran Retirement Plan | - | 26 | $2,758,638 | $88,662 | $3,410iApproximate average salary by contribution assumption: employee only about $85,252 at 4% or $56,835 at 6%; with 50% employer match about $56,835 at 4% or $37,890 at 6%; with 100% employer match about $42,626 at 4% or $28,417 at 6%. |
| 2011 | 1 | 25 | $2,410,885 | $127,871 | $5,115iApproximate average salary by contribution assumption: employee only about $127,871 at 4% or $85,247 at 6%; with 50% employer match about $85,247 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%. |
| Charles M. Moran Retirement Plan | - | 25 | $2,410,885 | $127,871 | $5,115iApproximate average salary by contribution assumption: employee only about $127,871 at 4% or $85,247 at 6%; with 50% employer match about $85,247 at 4% or $56,832 at 6%; with 100% employer match about $63,936 at 4% or $42,624 at 6%. |
| 2010 | 1 | 26 | $2,374,026 | $30,285 | $1,165iApproximate average salary by contribution assumption: employee only about $29,120 at 4% or $19,413 at 6%; with 50% employer match about $19,413 at 4% or $12,942 at 6%; with 100% employer match about $14,560 at 4% or $9,707 at 6%. |
| Charles M. Moran Retirement Plan | - | 26 | $2,374,026 | $30,285 | $1,165iApproximate average salary by contribution assumption: employee only about $29,120 at 4% or $19,413 at 6%; with 50% employer match about $19,413 at 4% or $12,942 at 6%; with 100% employer match about $14,560 at 4% or $9,707 at 6%. |
| 2009 | 1 | 23 | $2,069,329 | $19,733 | $858iApproximate average salary by contribution assumption: employee only about $21,449 at 4% or $14,299 at 6%; with 50% employer match about $14,299 at 4% or $9,533 at 6%; with 100% employer match about $10,724 at 4% or $7,150 at 6%. |
| Charles M. Moran Retirement Plan | - | 23 | $2,069,329 | $19,733 | $858iApproximate average salary by contribution assumption: employee only about $21,449 at 4% or $14,299 at 6%; with 50% employer match about $14,299 at 4% or $9,533 at 6%; with 100% employer match about $10,724 at 4% or $7,150 at 6%. |
| 2008 | 1 | 23 | $1,656,587 | $88,027 | $3,827iApproximate average salary by contribution assumption: employee only about $95,682 at 4% or $63,788 at 6%; with 50% employer match about $63,788 at 4% or $42,525 at 6%; with 100% employer match about $47,841 at 4% or $31,894 at 6%. |
| Charles M. Moran Retirement Plan | - | 23 | $1,656,587 | $88,027 | $3,827iApproximate average salary by contribution assumption: employee only about $95,682 at 4% or $63,788 at 6%; with 50% employer match about $63,788 at 4% or $42,525 at 6%; with 100% employer match about $47,841 at 4% or $31,894 at 6%. |
| 2007 | 1 | 22 | $2,218,957 | $66,976 | $3,044iApproximate average salary by contribution assumption: employee only about $76,109 at 4% or $50,739 at 6%; with 50% employer match about $50,739 at 4% or $33,826 at 6%; with 100% employer match about $38,055 at 4% or $25,370 at 6%. |
| Charles M. Moran Retirement Plan | - | 22 | $2,218,957 | $66,976 | $3,044iApproximate average salary by contribution assumption: employee only about $76,109 at 4% or $50,739 at 6%; with 50% employer match about $50,739 at 4% or $33,826 at 6%; with 100% employer match about $38,055 at 4% or $25,370 at 6%. |
| 2006 | 1 | 21 | $2,068,437 | $1,263,837 | $60,183iApproximate average salary by contribution assumption: employee only about $1,504,568 at 4% or $1,003,045 at 6%; with 50% employer match about $1,003,045 at 4% or $668,697 at 6%; with 100% employer match about $752,284 at 4% or $501,523 at 6%. |
| Charles M. Moran Retirement Plan | - | 21 | $2,068,437 | $1,263,837 | $60,183iApproximate average salary by contribution assumption: employee only about $1,504,568 at 4% or $1,003,045 at 6%; with 50% employer match about $1,003,045 at 4% or $668,697 at 6%; with 100% employer match about $752,284 at 4% or $501,523 at 6%. |
| 2005 | 2 | 24 | $1,814,103 | $81,875 | $3,411iApproximate average salary by contribution assumption: employee only about $85,286 at 4% or $56,858 at 6%; with 50% employer match about $56,858 at 4% or $37,905 at 6%; with 100% employer match about $42,643 at 4% or $28,429 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 19 | $1,173,007 | - | - |
| Charles M. Moran Retirement Plan | - | 24 | $641,096 | $81,875 | $3,411iApproximate average salary by contribution assumption: employee only about $85,286 at 4% or $56,858 at 6%; with 50% employer match about $56,858 at 4% or $37,905 at 6%; with 100% employer match about $42,643 at 4% or $28,429 at 6%. |
| 2004 | 1 | 19 | $1,208,351 | $50,000 | $2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 19 | $1,208,351 | $50,000 | $2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%. |
| 2003 | 2 | 20 | $493,119 | $69,130 | $3,457iApproximate average salary by contribution assumption: employee only about $86,413 at 4% or $57,608 at 6%; with 50% employer match about $57,608 at 4% or $38,406 at 6%; with 100% employer match about $43,206 at 4% or $28,804 at 6%. |
| Charles M. Moran Retirement Plan | - | 17 | $493,119 | $69,130 | $4,066iApproximate average salary by contribution assumption: employee only about $101,662 at 4% or $67,775 at 6%; with 50% employer match about $67,775 at 4% or $45,183 at 6%; with 100% employer match about $50,831 at 4% or $33,887 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 20 | - | - | - |
| 2002 | 2 | 20 | $356,510 | $116,039 | $5,802iApproximate average salary by contribution assumption: employee only about $145,049 at 4% or $96,699 at 6%; with 50% employer match about $96,699 at 4% or $64,466 at 6%; with 100% employer match about $72,524 at 4% or $48,350 at 6%. |
| Charles M. Moran Retirement Plan | - | 18 | $356,510 | $116,039 | $6,447iApproximate average salary by contribution assumption: employee only about $161,165 at 4% or $107,444 at 6%; with 50% employer match about $107,444 at 4% or $71,629 at 6%; with 100% employer match about $80,583 at 4% or $53,722 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 20 | - | - | - |
| 2001 | 2 | 19 | $344,107 | $7,837 | $412iApproximate average salary by contribution assumption: employee only about $10,312 at 4% or $6,875 at 6%; with 50% employer match about $6,875 at 4% or $4,583 at 6%; with 100% employer match about $5,156 at 4% or $3,437 at 6%. |
| Charles M. Moran Retirement Plan | - | 16 | $344,107 | $7,837 | $490iApproximate average salary by contribution assumption: employee only about $12,245 at 4% or $8,164 at 6%; with 50% employer match about $8,164 at 4% or $5,442 at 6%; with 100% employer match about $6,123 at 4% or $4,082 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 19 | - | - | - |
| 2000 | 2 | 22 | $384,300 | $5,789 | $263iApproximate average salary by contribution assumption: employee only about $6,578 at 4% or $4,386 at 6%; with 50% employer match about $4,386 at 4% or $2,924 at 6%; with 100% employer match about $3,289 at 4% or $2,193 at 6%. |
| Charles M. Moran Retirement Plan | - | 16 | $384,300 | $5,789 | $362iApproximate average salary by contribution assumption: employee only about $9,045 at 4% or $6,030 at 6%; with 50% employer match about $6,030 at 4% or $4,020 at 6%; with 100% employer match about $4,523 at 4% or $3,015 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 22 | - | - | - |
| 1999 | 2 | 19 | $1,397,891 | $158,462 | $8,340iApproximate average salary by contribution assumption: employee only about $208,503 at 4% or $139,002 at 6%; with 50% employer match about $139,002 at 4% or $92,668 at 6%; with 100% employer match about $104,251 at 4% or $69,501 at 6%. |
| Charles M. Moran Plumbing & Heating Inc. Profit Sharing Retirement Plan | - | 19 | $982,640 | $100,000 | $5,263iApproximate average salary by contribution assumption: employee only about $131,579 at 4% or $87,719 at 6%; with 50% employer match about $87,719 at 4% or $58,480 at 6%; with 100% employer match about $65,789 at 4% or $43,860 at 6%. |
| Charles M. Moran Retirement Plan | - | 17 | $415,251 | $58,462 | $3,439iApproximate average salary by contribution assumption: employee only about $85,974 at 4% or $57,316 at 6%; with 50% employer match about $57,316 at 4% or $38,210 at 6%; with 100% employer match about $42,987 at 4% or $28,658 at 6%. |