Healey Brothers, Inc. 401(k) Plan: Login, Facts & Contact Information

Healey Brothers, Inc. 401(k) Plan Facts

Plan name
HEALEY BROTHERS, INC. 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEALEY BROTHERS, INC.
Participants
689 (579 active employees)
Former employees with a balance
120
Plan assets
$43,741,691 at Dec 31, 2024
Average account balance
$71,825 across 609 accounts
Employer contributions
$848,546 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1987
✓ 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 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.85 million went into the plan in contributions, $848,546 of it from the employer (18%).
  • $5.17 million was paid out to participants.
  • Investment and other income added $5.43 million.
  • Administrative expenses were $114,001, about $187 per account.

How the Healey Brothers, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019595$27.5 million$647,873$2.51 million
2020583$31.5 million$645,581$3.92 million
2021558$37.2 million$665,961$2.72 million
2022564$31.5 million$772,009$2.92 million
2023615$38.9 million$808,083$3.04 million
2024689$43.7 million$848,546$5.17 million

Healey Brothers, Inc. 401(k) Contact Information

Phone
845-291-1998
Mailing address
P.O. BOX 859, GOSHEN NY 10924
Plan sponsor
HEALEY BROTHERS, INC.
Employer identification number (EIN)
06-1554816
Plan number
001

Questions about the Healey Brothers, Inc. 401(k)

Does Healey Brothers, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $848,546, 18% of all contributions.

Does the Healey Brothers, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Healey Brothers, Inc 401(k) plan?

689 participants at the start of plan year 2024, 579 of them active employees, and 120 former employees who still had money in the plan.

What is the average 401(k) balance at Healey Brothers, Inc?

About $71,825 per account: $43.7 million in plan assets across 609 accounts with a balance at the end of plan year 2024.

Who manages the Healey Brothers, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Healey Brothers, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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