Civic Intelligence

Shields & Company Inc.

Plan context: Shields & Company Inc. 401K Retirement Plan

EIN 04-3118210 • Waltham, MA • 14 filings • 1 plans

800 South Street#310Waltham, MA 02453
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,674,381

2025 Contributions

$160,671

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,320,930$1,660,465$0201220192025YearValue
$1,674,381Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680201220192025YearValue
11Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$1,674,381$160,671$14,606iApproximate average salary by contribution assumption: employee only about $365,161 at 4% or $243,441 at 6%; with 50% employer match about $243,441 at 4% or $162,294 at 6%; with 100% employer match about $182,581 at 4% or $121,720 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$1,674,381$160,671$14,606iApproximate average salary by contribution assumption: employee only about $365,161 at 4% or $243,441 at 6%; with 50% employer match about $243,441 at 4% or $162,294 at 6%; with 100% employer match about $182,581 at 4% or $121,720 at 6%.
2024111$1,659,086$128,174$11,652iApproximate average salary by contribution assumption: employee only about $291,305 at 4% or $194,203 at 6%; with 50% employer match about $194,203 at 4% or $129,469 at 6%; with 100% employer match about $145,652 at 4% or $97,102 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$1,659,086$128,174$11,652iApproximate average salary by contribution assumption: employee only about $291,305 at 4% or $194,203 at 6%; with 50% employer match about $194,203 at 4% or $129,469 at 6%; with 100% employer match about $145,652 at 4% or $97,102 at 6%.
2023110$1,352,473$117,393$11,739iApproximate average salary by contribution assumption: employee only about $293,483 at 4% or $195,655 at 6%; with 50% employer match about $195,655 at 4% or $130,437 at 6%; with 100% employer match about $146,741 at 4% or $97,828 at 6%.
Shields & Company Inc. 401K Retirement Plan-10$1,352,473$117,393$11,739iApproximate average salary by contribution assumption: employee only about $293,483 at 4% or $195,655 at 6%; with 50% employer match about $195,655 at 4% or $130,437 at 6%; with 100% employer match about $146,741 at 4% or $97,828 at 6%.
202219$1,930,826$45,769$5,085iApproximate average salary by contribution assumption: employee only about $127,136 at 4% or $84,757 at 6%; with 50% employer match about $84,757 at 4% or $56,505 at 6%; with 100% employer match about $63,568 at 4% or $42,379 at 6%.
Shields & Company Inc. 401K Retirement Plan-9$1,930,826$45,769$5,085iApproximate average salary by contribution assumption: employee only about $127,136 at 4% or $84,757 at 6%; with 50% employer match about $84,757 at 4% or $56,505 at 6%; with 100% employer match about $63,568 at 4% or $42,379 at 6%.
2021112$2,366,687$124,758$10,397iApproximate average salary by contribution assumption: employee only about $259,913 at 4% or $173,275 at 6%; with 50% employer match about $173,275 at 4% or $115,517 at 6%; with 100% employer match about $129,956 at 4% or $86,638 at 6%.
Shields & Company Inc. 401K Retirement Plan-12$2,366,687$124,758$10,397iApproximate average salary by contribution assumption: employee only about $259,913 at 4% or $173,275 at 6%; with 50% employer match about $173,275 at 4% or $115,517 at 6%; with 100% employer match about $129,956 at 4% or $86,638 at 6%.
2020113$3,320,930$70,064$5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,826 at 6%; with 50% employer match about $89,826 at 4% or $59,884 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%.
Shields & Company Inc. 401K Retirement Plan-13$3,320,930$70,064$5,390iApproximate average salary by contribution assumption: employee only about $134,738 at 4% or $89,826 at 6%; with 50% employer match about $89,826 at 4% or $59,884 at 6%; with 100% employer match about $67,369 at 4% or $44,913 at 6%.
2019112$2,757,588$43,829$3,652iApproximate average salary by contribution assumption: employee only about $91,310 at 4% or $60,874 at 6%; with 50% employer match about $60,874 at 4% or $40,582 at 6%; with 100% employer match about $45,655 at 4% or $30,437 at 6%.
Shields & Company Inc. 401K Retirement Plan-12$2,757,588$43,829$3,652iApproximate average salary by contribution assumption: employee only about $91,310 at 4% or $60,874 at 6%; with 50% employer match about $60,874 at 4% or $40,582 at 6%; with 100% employer match about $45,655 at 4% or $30,437 at 6%.
2018111$2,199,621$71,748$6,523iApproximate average salary by contribution assumption: employee only about $163,064 at 4% or $108,709 at 6%; with 50% employer match about $108,709 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,355 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$2,199,621$71,748$6,523iApproximate average salary by contribution assumption: employee only about $163,064 at 4% or $108,709 at 6%; with 50% employer match about $108,709 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,355 at 6%.
201719$2,616,297$57,102$6,345iApproximate average salary by contribution assumption: employee only about $158,617 at 4% or $105,744 at 6%; with 50% employer match about $105,744 at 4% or $70,496 at 6%; with 100% employer match about $79,308 at 4% or $52,872 at 6%.
Shields & Company Inc. 401K Retirement Plan-9$2,616,297$57,102$6,345iApproximate average salary by contribution assumption: employee only about $158,617 at 4% or $105,744 at 6%; with 50% employer match about $105,744 at 4% or $70,496 at 6%; with 100% employer match about $79,308 at 4% or $52,872 at 6%.
2016111$2,225,813$22,500$2,045iApproximate average salary by contribution assumption: employee only about $51,136 at 4% or $34,091 at 6%; with 50% employer match about $34,091 at 4% or $22,727 at 6%; with 100% employer match about $25,568 at 4% or $17,045 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$2,225,813$22,500$2,045iApproximate average salary by contribution assumption: employee only about $51,136 at 4% or $34,091 at 6%; with 50% employer match about $34,091 at 4% or $22,727 at 6%; with 100% employer match about $25,568 at 4% or $17,045 at 6%.
2015111$1,989,123$38,601$3,509iApproximate average salary by contribution assumption: employee only about $87,730 at 4% or $58,486 at 6%; with 50% employer match about $58,486 at 4% or $38,991 at 6%; with 100% employer match about $43,865 at 4% or $29,243 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$1,989,123$38,601$3,509iApproximate average salary by contribution assumption: employee only about $87,730 at 4% or $58,486 at 6%; with 50% employer match about $58,486 at 4% or $38,991 at 6%; with 100% employer match about $43,865 at 4% or $29,243 at 6%.
2014111$1,945,433$38,091$3,463iApproximate average salary by contribution assumption: employee only about $86,570 at 4% or $57,714 at 6%; with 50% employer match about $57,714 at 4% or $38,476 at 6%; with 100% employer match about $43,285 at 4% or $28,857 at 6%.
Shields & Company Inc. 401K Retirement Plan-11$1,945,433$38,091$3,463iApproximate average salary by contribution assumption: employee only about $86,570 at 4% or $57,714 at 6%; with 50% employer match about $57,714 at 4% or $38,476 at 6%; with 100% employer match about $43,285 at 4% or $28,857 at 6%.
2013113$2,054,637$39,583$3,045iApproximate average salary by contribution assumption: employee only about $76,121 at 4% or $50,747 at 6%; with 50% employer match about $50,747 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%.
Shields & Company Inc. 401K Retirement Plan-13$2,054,637$39,583$3,045iApproximate average salary by contribution assumption: employee only about $76,121 at 4% or $50,747 at 6%; with 50% employer match about $50,747 at 4% or $33,832 at 6%; with 100% employer match about $38,061 at 4% or $25,374 at 6%.
2012116$1,687,058$75,497$4,719iApproximate average salary by contribution assumption: employee only about $117,964 at 4% or $78,643 at 6%; with 50% employer match about $78,643 at 4% or $52,428 at 6%; with 100% employer match about $58,982 at 4% or $39,321 at 6%.
Shields & Company Inc. 401K Retirement Plan-16$1,687,058$75,497$4,719iApproximate average salary by contribution assumption: employee only about $117,964 at 4% or $78,643 at 6%; with 50% employer match about $78,643 at 4% or $52,428 at 6%; with 100% employer match about $58,982 at 4% or $39,321 at 6%.