John Moriarty & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

John Moriarty & Associates, Inc. 401(k) Plan Facts

Plan name
JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JOHN MORIARTY & ASSOCIATES, INC.
Participants
612 (344 active employees)
Former employees with a balance
194
Plan assets
$112,446,700 at Oct 31, 2025
Average account balance
$227,625 across 494 accounts
Employer contributions
$1,144,246 in plan year 2024 (21% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Nov 1, 2024 – Oct 31, 2025
Plan established
Nov 1, 1985
✓ 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 (Nov 1, 2024 – Oct 31, 2025), filed Jun 3, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.41 million went into the plan in contributions, $1.14 million of it from the employer (21%).
  • $15.0 million was paid out to participants.
  • Investment and other income added $17.3 million.
  • Administrative expenses were $117,307, about $237 per account.

How the John Moriarty & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019465$63.4 million$1.24 million$3.70 million
2020629$82.8 million$1.32 million$5.93 million
2021665$73.6 million$1.44 million$1.90 million
2022719$82.1 million$1.66 million$4.71 million
2023704$104.8 million$1.38 million$7.29 million
2024612$112.4 million$1.14 million$15.0 million

John Moriarty & Associates, Inc. 401(k) Contact Information

Phone
781-729-3900
Mailing address
3 CHURCH STREET, WINCHESTER MA 01890
Plan sponsor
JOHN MORIARTY & ASSOCIATES, INC.
Employer identification number (EIN)
04-2852561
Plan number
001

Questions about the John Moriarty & Associates, Inc. 401(k)

Does John Moriarty & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.14 million, 21% of all contributions.

Does the John Moriarty & Associates, Inc 401(k) have automatic enrollment?

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

How many people are in the John Moriarty & Associates, Inc 401(k) plan?

612 participants at the start of plan year 2024, 344 of them active employees, and 194 former employees who still had money in the plan.

What is the average 401(k) balance at John Moriarty & Associates, Inc?

About $227,625 per account: $112.4 million in plan assets across 494 accounts with a balance at the end of plan year 2024.

Who manages the John Moriarty & Associates, 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 John Moriarty & Associates, 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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