Welch Senior Living, Llc 401(k) Plan: Login, Facts & Contact Information

Welch Senior Living, Llc 401(k) Plan Facts

Plan name
WELCH SENIOR LIVING, LLC SAVINGS PLAN
Plan type
401(k) with employer contributions
Plan sponsor
WELCH SENIOR LIVING, LLC
Participants
579 (487 active employees)
Former employees with a balance
131
Plan assets
$12,265,269 at Dec 31, 2024
Average account balance
$39,186 across 313 accounts
Employer contributions
$78,195 in plan year 2024 (9% of all contributions)
Recordkeeper
Heritage Pension Services, Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ 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 Sep 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $860,302 went into the plan in contributions, $78,195 of it from the employer (9%).
  • $1.17 million was paid out to participants.
  • Investment and other income added $1.42 million.
  • Administrative expenses were $101,989, about $326 per account.

How the Welch Senior Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019657$11.4 million$72,755$1.44 million
2020525$12.8 million$76,584$799,350
2021529$13.1 million$82,435$2.15 million
2022522$10.2 million$70,310$1.80 million
2023579$11.3 million$74,227$1.31 million
2024579$12.3 million$78,195$1.17 million

Welch Senior Living, Llc 401(k) Contact Information

Phone
781-878-6700
Mailing address
1050 HINGHAM STREET, ROCKLAND MA 02370
Plan sponsor
WELCH SENIOR LIVING, LLC
Employer identification number (EIN)
81-4769421
Plan number
002

Questions about the Welch Senior Living, Llc 401(k)

Does Welch Senior Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $78,195, 9% of all contributions.

Does the Welch Senior Living, Llc 401(k) have automatic enrollment?

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

How many people are in the Welch Senior Living, Llc 401(k) plan?

579 participants at the start of plan year 2024, 487 of them active employees, and 131 former employees who still had money in the plan.

What is the average 401(k) balance at Welch Senior Living, Llc?

About $39,186 per account: $12.3 million in plan assets across 313 accounts with a balance at the end of plan year 2024.

Who manages the Welch Senior Living, Llc 401(k) accounts?

HERITAGE PENSION SERVICES, INC is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Welch Senior Living, Llc. How do I access my 401(k)?

Your account stays with HERITAGE PENSION SERVICES, INC 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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