Civic Intelligence

Morrissey Goodale LLC

Plan context: The Morrissey Goodale Retirement Plan

EIN 20-4615723 • Natick, MA • 16 filings • 2 plans

209 W Central St., Suite 302Natick, MA 01760
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$6,692,423

2025 Contributions

$723,131

Historical Graphs

Total Assets Over Time

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

$6,692,423$3,346,212$0201020182025YearValue
$6,692,423Latest year 2025

Participants Over Time

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

29150201020182025YearValue
29Latest 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
2025129$6,692,423$723,131$24,936iApproximate average salary by contribution assumption: employee only about $623,389 at 4% or $415,593 at 6%; with 50% employer match about $415,593 at 4% or $277,062 at 6%; with 100% employer match about $311,694 at 4% or $207,796 at 6%.
The Morrissey Goodale Retirement Plan-29$6,692,423$723,131$24,936iApproximate average salary by contribution assumption: employee only about $623,389 at 4% or $415,593 at 6%; with 50% employer match about $415,593 at 4% or $277,062 at 6%; with 100% employer match about $311,694 at 4% or $207,796 at 6%.
2024123$5,237,435$599,770$26,077iApproximate average salary by contribution assumption: employee only about $651,924 at 4% or $434,616 at 6%; with 50% employer match about $434,616 at 4% or $289,744 at 6%; with 100% employer match about $325,962 at 4% or $217,308 at 6%.
The Morrissey Goodale Retirement Plan-23$5,237,435$599,770$26,077iApproximate average salary by contribution assumption: employee only about $651,924 at 4% or $434,616 at 6%; with 50% employer match about $434,616 at 4% or $289,744 at 6%; with 100% employer match about $325,962 at 4% or $217,308 at 6%.
2023121$4,184,856$542,313$25,824iApproximate average salary by contribution assumption: employee only about $645,611 at 4% or $430,407 at 6%; with 50% employer match about $430,407 at 4% or $286,938 at 6%; with 100% employer match about $322,805 at 4% or $215,204 at 6%.
The Morrissey Goodale Retirement Plan-21$4,184,856$542,313$25,824iApproximate average salary by contribution assumption: employee only about $645,611 at 4% or $430,407 at 6%; with 50% employer match about $430,407 at 4% or $286,938 at 6%; with 100% employer match about $322,805 at 4% or $215,204 at 6%.
2022119$3,172,571$454,868$23,940iApproximate average salary by contribution assumption: employee only about $598,511 at 4% or $399,007 at 6%; with 50% employer match about $399,007 at 4% or $266,005 at 6%; with 100% employer match about $299,255 at 4% or $199,504 at 6%.
The Morrissey Goodale Retirement Plan-19$3,172,571$454,868$23,940iApproximate average salary by contribution assumption: employee only about $598,511 at 4% or $399,007 at 6%; with 50% employer match about $399,007 at 4% or $266,005 at 6%; with 100% employer match about $299,255 at 4% or $199,504 at 6%.
2021118$3,335,409$309,384$17,188iApproximate average salary by contribution assumption: employee only about $429,700 at 4% or $286,467 at 6%; with 50% employer match about $286,467 at 4% or $190,978 at 6%; with 100% employer match about $214,850 at 4% or $143,233 at 6%.
The Morrissey Goodale Retirement Plan-18$3,335,409$309,384$17,188iApproximate average salary by contribution assumption: employee only about $429,700 at 4% or $286,467 at 6%; with 50% employer match about $286,467 at 4% or $190,978 at 6%; with 100% employer match about $214,850 at 4% or $143,233 at 6%.
2020116$2,828,085$340,563$21,285iApproximate average salary by contribution assumption: employee only about $532,130 at 4% or $354,753 at 6%; with 50% employer match about $354,753 at 4% or $236,502 at 6%; with 100% employer match about $266,065 at 4% or $177,377 at 6%.
The Morrissey Goodale Retirement Plan-16$2,828,085$340,563$21,285iApproximate average salary by contribution assumption: employee only about $532,130 at 4% or $354,753 at 6%; with 50% employer match about $354,753 at 4% or $236,502 at 6%; with 100% employer match about $266,065 at 4% or $177,377 at 6%.
2019115$2,220,878$353,302$23,553iApproximate average salary by contribution assumption: employee only about $588,837 at 4% or $392,558 at 6%; with 50% employer match about $392,558 at 4% or $261,705 at 6%; with 100% employer match about $294,418 at 4% or $196,279 at 6%.
The Morrissey Goodale Retirement Plan-15$2,220,878$353,302$23,553iApproximate average salary by contribution assumption: employee only about $588,837 at 4% or $392,558 at 6%; with 50% employer match about $392,558 at 4% or $261,705 at 6%; with 100% employer match about $294,418 at 4% or $196,279 at 6%.
2018113$1,705,921$443,496$34,115iApproximate average salary by contribution assumption: employee only about $852,877 at 4% or $568,585 at 6%; with 50% employer match about $568,585 at 4% or $379,056 at 6%; with 100% employer match about $426,438 at 4% or $284,292 at 6%.
The Morrissey Goodale Retirement Plan-13$1,705,921$443,496$34,115iApproximate average salary by contribution assumption: employee only about $852,877 at 4% or $568,585 at 6%; with 50% employer match about $568,585 at 4% or $379,056 at 6%; with 100% employer match about $426,438 at 4% or $284,292 at 6%.
201716$1,398,174$202,990$33,832iApproximate average salary by contribution assumption: employee only about $845,792 at 4% or $563,861 at 6%; with 50% employer match about $563,861 at 4% or $375,907 at 6%; with 100% employer match about $422,896 at 4% or $281,931 at 6%.
The Morrissey Goodale Retirement Plan-6$1,398,174$202,990$33,832iApproximate average salary by contribution assumption: employee only about $845,792 at 4% or $563,861 at 6%; with 50% employer match about $563,861 at 4% or $375,907 at 6%; with 100% employer match about $422,896 at 4% or $281,931 at 6%.
201616$1,198,272$171,031$28,505iApproximate average salary by contribution assumption: employee only about $712,629 at 4% or $475,086 at 6%; with 50% employer match about $475,086 at 4% or $316,724 at 6%; with 100% employer match about $356,315 at 4% or $237,543 at 6%.
The Morrissey Goodale Retirement Plan-6$1,198,272$171,031$28,505iApproximate average salary by contribution assumption: employee only about $712,629 at 4% or $475,086 at 6%; with 50% employer match about $475,086 at 4% or $316,724 at 6%; with 100% employer match about $356,315 at 4% or $237,543 at 6%.
201517$998,568$172,437$24,634iApproximate average salary by contribution assumption: employee only about $615,846 at 4% or $410,564 at 6%; with 50% employer match about $410,564 at 4% or $273,710 at 6%; with 100% employer match about $307,923 at 4% or $205,282 at 6%.
The Morrissey Goodale Retirement Plan-7$998,568$172,437$24,634iApproximate average salary by contribution assumption: employee only about $615,846 at 4% or $410,564 at 6%; with 50% employer match about $410,564 at 4% or $273,710 at 6%; with 100% employer match about $307,923 at 4% or $205,282 at 6%.
201416$878,905$139,668$23,278iApproximate average salary by contribution assumption: employee only about $581,950 at 4% or $387,967 at 6%; with 50% employer match about $387,967 at 4% or $258,644 at 6%; with 100% employer match about $290,975 at 4% or $193,983 at 6%.
The Morrissey Goodale Retirement Plan-6$878,905$139,668$23,278iApproximate average salary by contribution assumption: employee only about $581,950 at 4% or $387,967 at 6%; with 50% employer match about $387,967 at 4% or $258,644 at 6%; with 100% employer match about $290,975 at 4% or $193,983 at 6%.
201314$715,572$103,340$25,835iApproximate average salary by contribution assumption: employee only about $645,875 at 4% or $430,583 at 6%; with 50% employer match about $430,583 at 4% or $287,056 at 6%; with 100% employer match about $322,938 at 4% or $215,292 at 6%.
The Morrissey Goodale Retirement Plan-4$715,572$103,340$25,835iApproximate average salary by contribution assumption: employee only about $645,875 at 4% or $430,583 at 6%; with 50% employer match about $430,583 at 4% or $287,056 at 6%; with 100% employer match about $322,938 at 4% or $215,292 at 6%.
201214$553,208$104,098$26,025iApproximate average salary by contribution assumption: employee only about $650,613 at 4% or $433,742 at 6%; with 50% employer match about $433,742 at 4% or $289,161 at 6%; with 100% employer match about $325,306 at 4% or $216,871 at 6%.
The Morrissey Goodale Retirement Plan-4$553,208$104,098$26,025iApproximate average salary by contribution assumption: employee only about $650,613 at 4% or $433,742 at 6%; with 50% employer match about $433,742 at 4% or $289,161 at 6%; with 100% employer match about $325,306 at 4% or $216,871 at 6%.
201112$426,117$93,411$46,706iApproximate average salary by contribution assumption: employee only about $1,167,638 at 4% or $778,425 at 6%; with 50% employer match about $778,425 at 4% or $518,950 at 6%; with 100% employer match about $583,819 at 4% or $389,213 at 6%.
The Morrissey Goodale Retirement Plan-2$426,117$93,411$46,706iApproximate average salary by contribution assumption: employee only about $1,167,638 at 4% or $778,425 at 6%; with 50% employer match about $778,425 at 4% or $518,950 at 6%; with 100% employer match about $583,819 at 4% or $389,213 at 6%.
201013$352,746$97,342$32,447iApproximate average salary by contribution assumption: employee only about $811,183 at 4% or $540,789 at 6%; with 50% employer match about $540,789 at 4% or $360,526 at 6%; with 100% employer match about $405,592 at 4% or $270,394 at 6%.
The Morrissey Goodale Retirement Plan-3$352,746$97,342$32,447iApproximate average salary by contribution assumption: employee only about $811,183 at 4% or $540,789 at 6%; with 50% employer match about $540,789 at 4% or $360,526 at 6%; with 100% employer match about $405,592 at 4% or $270,394 at 6%.