Mandall, Schwartz & Boisclair Ltd.
Plan context: Mandell, Schwartz & Boisclair Ltd. Retirement Plan
EIN 05-0392991 • Providence, RI • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$4,980,578
2025 Contributions
$295,937
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 | 15 | $4,980,578 | $295,937 | $19,729iApproximate average salary by contribution assumption: employee only about $493,228 at 4% or $328,819 at 6%; with 50% employer match about $328,819 at 4% or $219,213 at 6%; with 100% employer match about $246,614 at 4% or $164,409 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 15 | $4,980,578 | $295,937 | $19,729iApproximate average salary by contribution assumption: employee only about $493,228 at 4% or $328,819 at 6%; with 50% employer match about $328,819 at 4% or $219,213 at 6%; with 100% employer match about $246,614 at 4% or $164,409 at 6%. |
| 2024 | 1 | 13 | $4,170,502 | $208,146 | $16,011iApproximate average salary by contribution assumption: employee only about $400,281 at 4% or $266,854 at 6%; with 50% employer match about $266,854 at 4% or $177,903 at 6%; with 100% employer match about $200,140 at 4% or $133,427 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 13 | $4,170,502 | $208,146 | $16,011iApproximate average salary by contribution assumption: employee only about $400,281 at 4% or $266,854 at 6%; with 50% employer match about $266,854 at 4% or $177,903 at 6%; with 100% employer match about $200,140 at 4% or $133,427 at 6%. |
| 2023 | 1 | 13 | $3,794,221 | $207,690 | $15,976iApproximate average salary by contribution assumption: employee only about $399,404 at 4% or $266,269 at 6%; with 50% employer match about $266,269 at 4% or $177,513 at 6%; with 100% employer match about $199,702 at 4% or $133,135 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 13 | $3,794,221 | $207,690 | $15,976iApproximate average salary by contribution assumption: employee only about $399,404 at 4% or $266,269 at 6%; with 50% employer match about $266,269 at 4% or $177,513 at 6%; with 100% employer match about $199,702 at 4% or $133,135 at 6%. |
| 2022 | 1 | 14 | $3,469,470 | $131,040 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 14 | $3,469,470 | $131,040 | $9,360iApproximate average salary by contribution assumption: employee only about $234,000 at 4% or $156,000 at 6%; with 50% employer match about $156,000 at 4% or $104,000 at 6%; with 100% employer match about $117,000 at 4% or $78,000 at 6%. |
| 2021 | 1 | 15 | $4,179,796 | $168,982 | $11,265iApproximate average salary by contribution assumption: employee only about $281,637 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,818 at 4% or $93,879 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 15 | $4,179,796 | $168,982 | $11,265iApproximate average salary by contribution assumption: employee only about $281,637 at 4% or $187,758 at 6%; with 50% employer match about $187,758 at 4% or $125,172 at 6%; with 100% employer match about $140,818 at 4% or $93,879 at 6%. |
| 2020 | 1 | 17 | $3,689,184 | $172,703 | $10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 17 | $3,689,184 | $172,703 | $10,159iApproximate average salary by contribution assumption: employee only about $253,975 at 4% or $169,317 at 6%; with 50% employer match about $169,317 at 4% or $112,878 at 6%; with 100% employer match about $126,988 at 4% or $84,658 at 6%. |
| 2019 | 1 | 13 | $3,114,646 | $152,815 | $11,755iApproximate average salary by contribution assumption: employee only about $293,875 at 4% or $195,917 at 6%; with 50% employer match about $195,917 at 4% or $130,611 at 6%; with 100% employer match about $146,938 at 4% or $97,958 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 13 | $3,114,646 | $152,815 | $11,755iApproximate average salary by contribution assumption: employee only about $293,875 at 4% or $195,917 at 6%; with 50% employer match about $195,917 at 4% or $130,611 at 6%; with 100% employer match about $146,938 at 4% or $97,958 at 6%. |
| 2018 | 1 | 8 | $3,526,198 | $159,350 | $19,919iApproximate average salary by contribution assumption: employee only about $497,969 at 4% or $331,979 at 6%; with 50% employer match about $331,979 at 4% or $221,319 at 6%; with 100% employer match about $248,984 at 4% or $165,990 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 8 | $3,526,198 | $159,350 | $19,919iApproximate average salary by contribution assumption: employee only about $497,969 at 4% or $331,979 at 6%; with 50% employer match about $331,979 at 4% or $221,319 at 6%; with 100% employer match about $248,984 at 4% or $165,990 at 6%. |
| 2017 | 1 | 15 | $3,496,305 | $172,209 | $11,481iApproximate average salary by contribution assumption: employee only about $287,015 at 4% or $191,343 at 6%; with 50% employer match about $191,343 at 4% or $127,562 at 6%; with 100% employer match about $143,508 at 4% or $95,672 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 15 | $3,496,305 | $172,209 | $11,481iApproximate average salary by contribution assumption: employee only about $287,015 at 4% or $191,343 at 6%; with 50% employer match about $191,343 at 4% or $127,562 at 6%; with 100% employer match about $143,508 at 4% or $95,672 at 6%. |
| 2016 | 1 | 10 | $2,834,460 | $179,037 | $17,904iApproximate average salary by contribution assumption: employee only about $447,593 at 4% or $298,395 at 6%; with 50% employer match about $298,395 at 4% or $198,930 at 6%; with 100% employer match about $223,796 at 4% or $149,198 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 10 | $2,834,460 | $179,037 | $17,904iApproximate average salary by contribution assumption: employee only about $447,593 at 4% or $298,395 at 6%; with 50% employer match about $298,395 at 4% or $198,930 at 6%; with 100% employer match about $223,796 at 4% or $149,198 at 6%. |
| 2015 | 1 | 11 | $2,462,266 | $174,208 | $15,837iApproximate average salary by contribution assumption: employee only about $395,927 at 4% or $263,952 at 6%; with 50% employer match about $263,952 at 4% or $175,968 at 6%; with 100% employer match about $197,964 at 4% or $131,976 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 11 | $2,462,266 | $174,208 | $15,837iApproximate average salary by contribution assumption: employee only about $395,927 at 4% or $263,952 at 6%; with 50% employer match about $263,952 at 4% or $175,968 at 6%; with 100% employer match about $197,964 at 4% or $131,976 at 6%. |
| 2014 | 1 | 11 | $2,357,445 | $150,653 | $13,696iApproximate average salary by contribution assumption: employee only about $342,393 at 4% or $228,262 at 6%; with 50% employer match about $228,262 at 4% or $152,175 at 6%; with 100% employer match about $171,197 at 4% or $114,131 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 11 | $2,357,445 | $150,653 | $13,696iApproximate average salary by contribution assumption: employee only about $342,393 at 4% or $228,262 at 6%; with 50% employer match about $228,262 at 4% or $152,175 at 6%; with 100% employer match about $171,197 at 4% or $114,131 at 6%. |
| 2013 | 1 | 11 | $2,083,730 | $151,376 | $13,761iApproximate average salary by contribution assumption: employee only about $344,036 at 4% or $229,358 at 6%; with 50% employer match about $229,358 at 4% or $152,905 at 6%; with 100% employer match about $172,018 at 4% or $114,679 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 11 | $2,083,730 | $151,376 | $13,761iApproximate average salary by contribution assumption: employee only about $344,036 at 4% or $229,358 at 6%; with 50% employer match about $229,358 at 4% or $152,905 at 6%; with 100% employer match about $172,018 at 4% or $114,679 at 6%. |
| 2012 | 1 | 12 | $1,623,786 | $142,601 | $11,883iApproximate average salary by contribution assumption: employee only about $297,085 at 4% or $198,057 at 6%; with 50% employer match about $198,057 at 4% or $132,038 at 6%; with 100% employer match about $148,543 at 4% or $99,028 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 12 | $1,623,786 | $142,601 | $11,883iApproximate average salary by contribution assumption: employee only about $297,085 at 4% or $198,057 at 6%; with 50% employer match about $198,057 at 4% or $132,038 at 6%; with 100% employer match about $148,543 at 4% or $99,028 at 6%. |
| 2011 | 1 | 11 | $1,393,683 | $158,598 | $14,418iApproximate average salary by contribution assumption: employee only about $360,450 at 4% or $240,300 at 6%; with 50% employer match about $240,300 at 4% or $160,200 at 6%; with 100% employer match about $180,225 at 4% or $120,150 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 11 | $1,393,683 | $158,598 | $14,418iApproximate average salary by contribution assumption: employee only about $360,450 at 4% or $240,300 at 6%; with 50% employer match about $240,300 at 4% or $160,200 at 6%; with 100% employer match about $180,225 at 4% or $120,150 at 6%. |
| 2010 | 1 | 11 | $1,303,763 | $149,526 | $13,593iApproximate average salary by contribution assumption: employee only about $339,832 at 4% or $226,555 at 6%; with 50% employer match about $226,555 at 4% or $151,036 at 6%; with 100% employer match about $169,916 at 4% or $113,277 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 11 | $1,303,763 | $149,526 | $13,593iApproximate average salary by contribution assumption: employee only about $339,832 at 4% or $226,555 at 6%; with 50% employer match about $226,555 at 4% or $151,036 at 6%; with 100% employer match about $169,916 at 4% or $113,277 at 6%. |
| 2009 | 1 | 10 | $1,019,936 | $144,502 | $14,450iApproximate average salary by contribution assumption: employee only about $361,255 at 4% or $240,837 at 6%; with 50% employer match about $240,837 at 4% or $160,558 at 6%; with 100% employer match about $180,628 at 4% or $120,418 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 10 | $1,019,936 | $144,502 | $14,450iApproximate average salary by contribution assumption: employee only about $361,255 at 4% or $240,837 at 6%; with 50% employer match about $240,837 at 4% or $160,558 at 6%; with 100% employer match about $180,628 at 4% or $120,418 at 6%. |
| 2008 | 1 | 10 | $674,137 | $119,263 | $11,926iApproximate average salary by contribution assumption: employee only about $298,158 at 4% or $198,772 at 6%; with 50% employer match about $198,772 at 4% or $132,514 at 6%; with 100% employer match about $149,079 at 4% or $99,386 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 10 | $674,137 | $119,263 | $11,926iApproximate average salary by contribution assumption: employee only about $298,158 at 4% or $198,772 at 6%; with 50% employer match about $198,772 at 4% or $132,514 at 6%; with 100% employer match about $149,079 at 4% or $99,386 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 8 | - | - | - |
| 2006 | 1 | 9 | $796,561 | $152,284 | $16,920iApproximate average salary by contribution assumption: employee only about $423,011 at 4% or $282,007 at 6%; with 50% employer match about $282,007 at 4% or $188,005 at 6%; with 100% employer match about $211,506 at 4% or $141,004 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 9 | $796,561 | $152,284 | $16,920iApproximate average salary by contribution assumption: employee only about $423,011 at 4% or $282,007 at 6%; with 50% employer match about $282,007 at 4% or $188,005 at 6%; with 100% employer match about $211,506 at 4% or $141,004 at 6%. |
| 2005 | 1 | 12 | $555,759 | $86,040 | $7,170iApproximate average salary by contribution assumption: employee only about $179,250 at 4% or $119,500 at 6%; with 50% employer match about $119,500 at 4% or $79,667 at 6%; with 100% employer match about $89,625 at 4% or $59,750 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 12 | $555,759 | $86,040 | $7,170iApproximate average salary by contribution assumption: employee only about $179,250 at 4% or $119,500 at 6%; with 50% employer match about $119,500 at 4% or $79,667 at 6%; with 100% employer match about $89,625 at 4% or $59,750 at 6%. |
| 2004 | 1 | 10 | $435,729 | $107,955 | $10,796iApproximate average salary by contribution assumption: employee only about $269,888 at 4% or $179,925 at 6%; with 50% employer match about $179,925 at 4% or $119,950 at 6%; with 100% employer match about $134,944 at 4% or $89,963 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 10 | $435,729 | $107,955 | $10,796iApproximate average salary by contribution assumption: employee only about $269,888 at 4% or $179,925 at 6%; with 50% employer match about $179,925 at 4% or $119,950 at 6%; with 100% employer match about $134,944 at 4% or $89,963 at 6%. |
| 2003 | 1 | 8 | $300,302 | $100,252 | $12,532iApproximate average salary by contribution assumption: employee only about $313,288 at 4% or $208,858 at 6%; with 50% employer match about $208,858 at 4% or $139,239 at 6%; with 100% employer match about $156,644 at 4% or $104,429 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 8 | $300,302 | $100,252 | $12,532iApproximate average salary by contribution assumption: employee only about $313,288 at 4% or $208,858 at 6%; with 50% employer match about $208,858 at 4% or $139,239 at 6%; with 100% employer match about $156,644 at 4% or $104,429 at 6%. |
| 2002 | 1 | 9 | $159,614 | $101,129 | $11,237iApproximate average salary by contribution assumption: employee only about $280,914 at 4% or $187,276 at 6%; with 50% employer match about $187,276 at 4% or $124,851 at 6%; with 100% employer match about $140,457 at 4% or $93,638 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 9 | $159,614 | $101,129 | $11,237iApproximate average salary by contribution assumption: employee only about $280,914 at 4% or $187,276 at 6%; with 50% employer match about $187,276 at 4% or $124,851 at 6%; with 100% employer match about $140,457 at 4% or $93,638 at 6%. |
| 2001 | 1 | 9 | $63,500 | $63,500 | $7,056iApproximate average salary by contribution assumption: employee only about $176,389 at 4% or $117,593 at 6%; with 50% employer match about $117,593 at 4% or $78,395 at 6%; with 100% employer match about $88,194 at 4% or $58,796 at 6%. |
| Mandell, Schwartz & Boisclair Ltd. Retirement Plan | - | 9 | $63,500 | $63,500 | $7,056iApproximate average salary by contribution assumption: employee only about $176,389 at 4% or $117,593 at 6%; with 50% employer match about $117,593 at 4% or $78,395 at 6%; with 100% employer match about $88,194 at 4% or $58,796 at 6%. |