Massachusetts Financial Services Company 401(k) Plan: Login, Facts & Contact Information
Massachusetts Financial Services Company 401(k) Login
683 former Massachusetts Financial Services Company employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Massachusetts Financial Services Company 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $25.5 million went into the plan in contributions.
- $34.3 million was paid out to participants.
- Investment and other income added $73.5 million.
- Administrative expenses were $9,562, about $4 per account.
How the Massachusetts Financial Services Company 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 2,340 | $392.3 million | $0 | $13.9 million |
| 2020 | 2,318 | $459.0 million | $0 | $11.5 million |
| 2021 | 2,337 | $524.5 million | $0 | $22.7 million |
| 2022 | 2,321 | $441.9 million | $0 | $20.4 million |
| 2023 | 2,390 | $510.0 million | $0 | $31.6 million |
| 2024 | 2,399 | $574.7 million | $0 | $34.3 million |
Massachusetts Financial Services Company 401(k) Contact Information
Questions about the Massachusetts Financial Services Company 401(k)
Does Massachusetts Financial Services Company contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500.
Does the Massachusetts Financial Services Company 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Massachusetts Financial Services Company 401(k) plan?
2,399 participants at the start of plan year 2024, 1,691 of them active employees, and 683 former employees who still had money in the plan.
What is the average 401(k) balance at Massachusetts Financial Services Company?
About $243,218 per account: $574.7 million in plan assets across 2,363 accounts with a balance at the end of plan year 2024.
Who manages the Massachusetts Financial Services Company 401(k) accounts?
Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Massachusetts Financial Services Company. How do I access my 401(k)?
Your account stays with Merrill Benefits OnLine 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.