Healy & Healy
Plan context: Healy & Healy Employees Savings Plan
EIN 04-2996127 • South Easton, MA • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$5,196,847
2025 Contributions
$192,454
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $5,196,847 | $192,454 | $11,321iApproximate average salary by contribution assumption: employee only about $283,021 at 4% or $188,680 at 6%; with 50% employer match about $188,680 at 4% or $125,787 at 6%; with 100% employer match about $141,510 at 4% or $94,340 at 6%. |
| Healy & Healy Employees Savings Plan | - | 17 | $5,196,847 | $192,454 | $11,321iApproximate average salary by contribution assumption: employee only about $283,021 at 4% or $188,680 at 6%; with 50% employer match about $188,680 at 4% or $125,787 at 6%; with 100% employer match about $141,510 at 4% or $94,340 at 6%. |
| 2024 | 1 | 17 | $4,327,084 | $194,110 | $11,418iApproximate average salary by contribution assumption: employee only about $285,456 at 4% or $190,304 at 6%; with 50% employer match about $190,304 at 4% or $126,869 at 6%; with 100% employer match about $142,728 at 4% or $95,152 at 6%. |
| Healy & Healy Employees Savings Plan | - | 17 | $4,327,084 | $194,110 | $11,418iApproximate average salary by contribution assumption: employee only about $285,456 at 4% or $190,304 at 6%; with 50% employer match about $190,304 at 4% or $126,869 at 6%; with 100% employer match about $142,728 at 4% or $95,152 at 6%. |
| 2023 | 1 | 17 | $3,786,486 | $223,401 | $13,141iApproximate average salary by contribution assumption: employee only about $328,531 at 4% or $219,021 at 6%; with 50% employer match about $219,021 at 4% or $146,014 at 6%; with 100% employer match about $164,265 at 4% or $109,510 at 6%. |
| Healy & Healy Employees Savings Plan | - | 17 | $3,786,486 | $223,401 | $13,141iApproximate average salary by contribution assumption: employee only about $328,531 at 4% or $219,021 at 6%; with 50% employer match about $219,021 at 4% or $146,014 at 6%; with 100% employer match about $164,265 at 4% or $109,510 at 6%. |
| 2022 | 1 | 16 | $3,084,391 | $198,470 | $12,404iApproximate average salary by contribution assumption: employee only about $310,109 at 4% or $206,740 at 6%; with 50% employer match about $206,740 at 4% or $137,826 at 6%; with 100% employer match about $155,055 at 4% or $103,370 at 6%. |
| Healy & Healy Employees Savings Plan | - | 16 | $3,084,391 | $198,470 | $12,404iApproximate average salary by contribution assumption: employee only about $310,109 at 4% or $206,740 at 6%; with 50% employer match about $206,740 at 4% or $137,826 at 6%; with 100% employer match about $155,055 at 4% or $103,370 at 6%. |
| 2021 | 1 | 16 | $3,460,904 | $210,517 | $13,157iApproximate average salary by contribution assumption: employee only about $328,933 at 4% or $219,289 at 6%; with 50% employer match about $219,289 at 4% or $146,192 at 6%; with 100% employer match about $164,466 at 4% or $109,644 at 6%. |
| Healy & Healy Employees Savings Plan | - | 16 | $3,460,904 | $210,517 | $13,157iApproximate average salary by contribution assumption: employee only about $328,933 at 4% or $219,289 at 6%; with 50% employer match about $219,289 at 4% or $146,192 at 6%; with 100% employer match about $164,466 at 4% or $109,644 at 6%. |
| 2020 | 1 | 19 | $2,830,952 | $386,001 | $20,316iApproximate average salary by contribution assumption: employee only about $507,896 at 4% or $338,597 at 6%; with 50% employer match about $338,597 at 4% or $225,732 at 6%; with 100% employer match about $253,948 at 4% or $169,299 at 6%. |
| Healy & Healy Employees Savings Plan | - | 19 | $2,830,952 | $386,001 | $20,316iApproximate average salary by contribution assumption: employee only about $507,896 at 4% or $338,597 at 6%; with 50% employer match about $338,597 at 4% or $225,732 at 6%; with 100% employer match about $253,948 at 4% or $169,299 at 6%. |
| 2019 | 1 | 18 | $2,148,895 | $166,516 | $9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%. |
| Healy & Healy Employees Savings Plan | - | 18 | $2,148,895 | $166,516 | $9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%. |
| 2018 | 1 | 18 | $1,745,627 | $157,126 | $8,729iApproximate average salary by contribution assumption: employee only about $218,231 at 4% or $145,487 at 6%; with 50% employer match about $145,487 at 4% or $96,991 at 6%; with 100% employer match about $109,115 at 4% or $72,744 at 6%. |
| Healy & Healy Employees Savings Plan | - | 18 | $1,745,627 | $157,126 | $8,729iApproximate average salary by contribution assumption: employee only about $218,231 at 4% or $145,487 at 6%; with 50% employer match about $145,487 at 4% or $96,991 at 6%; with 100% employer match about $109,115 at 4% or $72,744 at 6%. |
| 2017 | 1 | 18 | $1,770,195 | $145,728 | $8,096iApproximate average salary by contribution assumption: employee only about $202,400 at 4% or $134,933 at 6%; with 50% employer match about $134,933 at 4% or $89,956 at 6%; with 100% employer match about $101,200 at 4% or $67,467 at 6%. |
| Healy & Healy Employees Savings Plan | - | 18 | $1,770,195 | $145,728 | $8,096iApproximate average salary by contribution assumption: employee only about $202,400 at 4% or $134,933 at 6%; with 50% employer match about $134,933 at 4% or $89,956 at 6%; with 100% employer match about $101,200 at 4% or $67,467 at 6%. |
| 2016 | 1 | 17 | $1,815,652 | $143,100 | $8,418iApproximate average salary by contribution assumption: employee only about $210,441 at 4% or $140,294 at 6%; with 50% employer match about $140,294 at 4% or $93,529 at 6%; with 100% employer match about $105,221 at 4% or $70,147 at 6%. |
| Healy & Healy Employees Savings Plan | - | 17 | $1,815,652 | $143,100 | $8,418iApproximate average salary by contribution assumption: employee only about $210,441 at 4% or $140,294 at 6%; with 50% employer match about $140,294 at 4% or $93,529 at 6%; with 100% employer match about $105,221 at 4% or $70,147 at 6%. |
| 2015 | 1 | 16 | $1,526,280 | $143,527 | $8,970iApproximate average salary by contribution assumption: employee only about $224,261 at 4% or $149,507 at 6%; with 50% employer match about $149,507 at 4% or $99,672 at 6%; with 100% employer match about $112,130 at 4% or $74,754 at 6%. |
| Healy & Healy Employees Savings Plan | - | 16 | $1,526,280 | $143,527 | $8,970iApproximate average salary by contribution assumption: employee only about $224,261 at 4% or $149,507 at 6%; with 50% employer match about $149,507 at 4% or $99,672 at 6%; with 100% employer match about $112,130 at 4% or $74,754 at 6%. |
| 2014 | 1 | 17 | $1,425,482 | $174,070 | $10,239iApproximate average salary by contribution assumption: employee only about $255,985 at 4% or $170,657 at 6%; with 50% employer match about $170,657 at 4% or $113,771 at 6%; with 100% employer match about $127,993 at 4% or $85,328 at 6%. |
| Healy & Healy Employees Savings Plan | - | 17 | $1,425,482 | $174,070 | $10,239iApproximate average salary by contribution assumption: employee only about $255,985 at 4% or $170,657 at 6%; with 50% employer match about $170,657 at 4% or $113,771 at 6%; with 100% employer match about $127,993 at 4% or $85,328 at 6%. |
| 2013 | 1 | 15 | $1,245,414 | $99,866 | $6,658iApproximate average salary by contribution assumption: employee only about $166,443 at 4% or $110,962 at 6%; with 50% employer match about $110,962 at 4% or $73,975 at 6%; with 100% employer match about $83,222 at 4% or $55,481 at 6%. |
| Healy & Healy Employees Savings Plan | - | 15 | $1,245,414 | $99,866 | $6,658iApproximate average salary by contribution assumption: employee only about $166,443 at 4% or $110,962 at 6%; with 50% employer match about $110,962 at 4% or $73,975 at 6%; with 100% employer match about $83,222 at 4% or $55,481 at 6%. |
| 2012 | 1 | 13 | $925,665 | $75,356 | $5,797iApproximate average salary by contribution assumption: employee only about $144,915 at 4% or $96,610 at 6%; with 50% employer match about $96,610 at 4% or $64,407 at 6%; with 100% employer match about $72,458 at 4% or $48,305 at 6%. |
| Healy & Healy Employees Savings Plan | - | 13 | $925,665 | $75,356 | $5,797iApproximate average salary by contribution assumption: employee only about $144,915 at 4% or $96,610 at 6%; with 50% employer match about $96,610 at 4% or $64,407 at 6%; with 100% employer match about $72,458 at 4% or $48,305 at 6%. |
| 2011 | 1 | 13 | $742,158 | $69,805 | $5,370iApproximate average salary by contribution assumption: employee only about $134,240 at 4% or $89,494 at 6%; with 50% employer match about $89,494 at 4% or $59,662 at 6%; with 100% employer match about $67,120 at 4% or $44,747 at 6%. |
| Healy & Healy Employees Savings Plan | - | 13 | $742,158 | $69,805 | $5,370iApproximate average salary by contribution assumption: employee only about $134,240 at 4% or $89,494 at 6%; with 50% employer match about $89,494 at 4% or $59,662 at 6%; with 100% employer match about $67,120 at 4% or $44,747 at 6%. |
| 2010 | 1 | 12 | $757,068 | $64,040 | $5,337iApproximate average salary by contribution assumption: employee only about $133,417 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| Healy & Healy Employees Savings Plan | - | 12 | $757,068 | $64,040 | $5,337iApproximate average salary by contribution assumption: employee only about $133,417 at 4% or $88,944 at 6%; with 50% employer match about $88,944 at 4% or $59,296 at 6%; with 100% employer match about $66,708 at 4% or $44,472 at 6%. |
| 2009 | 1 | 14 | $607,044 | $62,112 | $4,437iApproximate average salary by contribution assumption: employee only about $110,914 at 4% or $73,943 at 6%; with 50% employer match about $73,943 at 4% or $49,295 at 6%; with 100% employer match about $55,457 at 4% or $36,971 at 6%. |
| Healy & Healy Employees Savings Plan | - | 14 | $607,044 | $62,112 | $4,437iApproximate average salary by contribution assumption: employee only about $110,914 at 4% or $73,943 at 6%; with 50% employer match about $73,943 at 4% or $49,295 at 6%; with 100% employer match about $55,457 at 4% or $36,971 at 6%. |
| 2008 | 1 | 21 | $550,632 | $71,997 | $3,428iApproximate average salary by contribution assumption: employee only about $85,711 at 4% or $57,140 at 6%; with 50% employer match about $57,140 at 4% or $38,094 at 6%; with 100% employer match about $42,855 at 4% or $28,570 at 6%. |
| Healy & Healy Employees Savings Plan | - | 21 | $550,632 | $71,997 | $3,428iApproximate average salary by contribution assumption: employee only about $85,711 at 4% or $57,140 at 6%; with 50% employer match about $57,140 at 4% or $38,094 at 6%; with 100% employer match about $42,855 at 4% or $28,570 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Healy & Healy Employees Savings Plan | - | 19 | - | - | - |
| 2006 | 1 | 19 | $663,354 | $76,571 | $4,030iApproximate average salary by contribution assumption: employee only about $100,751 at 4% or $67,168 at 6%; with 50% employer match about $67,168 at 4% or $44,778 at 6%; with 100% employer match about $50,376 at 4% or $33,584 at 6%. |
| Healy & Healy Employees Savings Plan | - | 19 | $663,354 | $76,571 | $4,030iApproximate average salary by contribution assumption: employee only about $100,751 at 4% or $67,168 at 6%; with 50% employer match about $67,168 at 4% or $44,778 at 6%; with 100% employer match about $50,376 at 4% or $33,584 at 6%. |
| 2005 | 1 | 20 | $639,301 | $86,192 | $4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,827 at 6%; with 50% employer match about $71,827 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%. |
| Healy & Healy Employees Savings Plan | - | 20 | $639,301 | $86,192 | $4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,827 at 6%; with 50% employer match about $71,827 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%. |
| 2004 | 1 | 22 | $525,220 | $87,239 | $3,965iApproximate average salary by contribution assumption: employee only about $99,135 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%. |
| Healy & Healy Employees Savings Plan | - | 22 | $525,220 | $87,239 | $3,965iApproximate average salary by contribution assumption: employee only about $99,135 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%. |
| 2003 | 1 | 20 | $400,382 | $54,961 | $2,748iApproximate average salary by contribution assumption: employee only about $68,701 at 4% or $45,801 at 6%; with 50% employer match about $45,801 at 4% or $30,534 at 6%; with 100% employer match about $34,351 at 4% or $22,900 at 6%. |
| Healy & Healy Employees Savings Plan | - | 20 | $400,382 | $54,961 | $2,748iApproximate average salary by contribution assumption: employee only about $68,701 at 4% or $45,801 at 6%; with 50% employer match about $45,801 at 4% or $30,534 at 6%; with 100% employer match about $34,351 at 4% or $22,900 at 6%. |
| 2002 | 1 | 18 | $313,891 | $100,753 | $5,597iApproximate average salary by contribution assumption: employee only about $139,935 at 4% or $93,290 at 6%; with 50% employer match about $93,290 at 4% or $62,193 at 6%; with 100% employer match about $69,967 at 4% or $46,645 at 6%. |
| Healy & Healy Employees Savings Plan | - | 18 | $313,891 | $100,753 | $5,597iApproximate average salary by contribution assumption: employee only about $139,935 at 4% or $93,290 at 6%; with 50% employer match about $93,290 at 4% or $62,193 at 6%; with 100% employer match about $69,967 at 4% or $46,645 at 6%. |
| 2001 | 1 | 15 | $284,976 | $76,089 | $5,073iApproximate average salary by contribution assumption: employee only about $126,815 at 4% or $84,543 at 6%; with 50% employer match about $84,543 at 4% or $56,362 at 6%; with 100% employer match about $63,408 at 4% or $42,272 at 6%. |
| Healy & Healy Employees Savings Plan | - | 15 | $284,976 | $76,089 | $5,073iApproximate average salary by contribution assumption: employee only about $126,815 at 4% or $84,543 at 6%; with 50% employer match about $84,543 at 4% or $56,362 at 6%; with 100% employer match about $63,408 at 4% or $42,272 at 6%. |
| 2000 | 1 | 13 | $292,551 | $66,213 | $5,093iApproximate average salary by contribution assumption: employee only about $127,333 at 4% or $84,888 at 6%; with 50% employer match about $84,888 at 4% or $56,592 at 6%; with 100% employer match about $63,666 at 4% or $42,444 at 6%. |
| Healy & Healy Employees Savings Plan | - | 13 | $292,551 | $66,213 | $5,093iApproximate average salary by contribution assumption: employee only about $127,333 at 4% or $84,888 at 6%; with 50% employer match about $84,888 at 4% or $56,592 at 6%; with 100% employer match about $63,666 at 4% or $42,444 at 6%. |
| 1999 | 1 | 16 | $299,877 | $84,152 | $5,260iApproximate average salary by contribution assumption: employee only about $131,488 at 4% or $87,658 at 6%; with 50% employer match about $87,658 at 4% or $58,439 at 6%; with 100% employer match about $65,744 at 4% or $43,829 at 6%. |
| Healy & Healy Employees Savings Plan | - | 16 | $299,877 | $84,152 | $5,260iApproximate average salary by contribution assumption: employee only about $131,488 at 4% or $87,658 at 6%; with 50% employer match about $87,658 at 4% or $58,439 at 6%; with 100% employer match about $65,744 at 4% or $43,829 at 6%. |