Haley & Aldrich, Inc. 401(k) Plan: Login, Facts & Contact Information

Haley & Aldrich, Inc. 401(k) Plan Facts

Plan name
HALEY & ALDRICH, INC. DISCRETIONARY PROFIT SHARING & 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HALEY & ALDRICH, INC.
Participants
1,274 (1,046 active employees)
Former employees with a balance
301
Plan assets
$283,201,345 at Dec 27, 2024
Average account balance
$209,468 across 1,352 accounts
Employer contributions
$3,518,906 in plan year 2023 (16% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Dec 30, 2023 – Dec 27, 2024
Plan established
Jan 3, 1962
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Dec 30, 2023 – Dec 27, 2024), filed Sep 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $22.5 million went into the plan in contributions, $3.52 million of it from the employer (16%).
  • $20.1 million was paid out to participants.
  • Investment and other income added $38.7 million.
  • Administrative expenses were $96,046, about $71 per account.

How the Haley & Aldrich, Inc. 401(k) changed, 2017–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017873$133.5 million$2.86 million$7.92 million
2018912$168.8 million$2.84 million$6.42 million
2019933$199.7 million$2.37 million$8.95 million
20201,045$239.2 million$3.17 million$14.5 million
20221,190$242.1 million$3.84 million$15.1 million
20231,274$283.2 million$3.52 million$20.1 million

Haley & Aldrich, Inc. 401(k) Contact Information

Phone
781-685-2115
Mailing address
70 BLANCHARD ROAD SUITE 430, BURLINGTON MA 018035100
Plan sponsor
HALEY & ALDRICH, INC.
Employer identification number (EIN)
04-2295689
Plan number
001

Questions about the Haley & Aldrich, Inc. 401(k)

Does Haley & Aldrich, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $3.52 million, 16% of all contributions.

Does the Haley & Aldrich, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Haley & Aldrich, Inc 401(k) plan?

1,274 participants at the start of plan year 2023, 1,046 of them active employees, and 301 former employees who still had money in the plan.

What is the average 401(k) balance at Haley & Aldrich, Inc?

About $209,468 per account: $283.2 million in plan assets across 1,352 accounts with a balance at the end of plan year 2023.

Who manages the Haley & Aldrich, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Haley & Aldrich, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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