Weston & Sampson 401(k) Plan: Login, Facts & Contact Information

Weston & Sampson 401(k) Plan Facts

Plan name
WESTON & SAMPSON 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WESTON & SAMPSON
Participants
946 (923 active employees)
Former employees with a balance
180
Plan assets
$150,334,363 at Dec 31, 2024
Average account balance
$166,483 across 903 accounts
Employer contributions
$1,944,862 in plan year 2024 (17% 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 Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.6 million went into the plan in contributions, $1.94 million of it from the employer (17%).
  • $13.4 million was paid out to participants.
  • Investment and other income added $24.6 million.
  • Administrative expenses were $21,736, about $24 per account.

How the Weston & Sampson 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019577$80.3 million$1.35 million$2.44 million
2020701$101.2 million$1.54 million$3.96 million
2021758$118.7 million$1.40 million$8.33 million
2022758$98.5 million$1.50 million$4.46 million
2023864$127.7 million$1.72 million$4.22 million
2024946$150.3 million$1.94 million$13.4 million

Weston & Sampson 401(k) Contact Information

Phone
978-532-1900
Mailing address
55 WALKERS BROOK DRIVE SUITE 100, READING MA 01867
Plan sponsor
WESTON & SAMPSON
Employer identification number (EIN)
04-2601194
Plan number
001

Questions about the Weston & Sampson 401(k)

Does Weston & Sampson contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.94 million, 17% of all contributions.

Does the Weston & Sampson 401(k) have automatic enrollment?

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

How many people are in the Weston & Sampson 401(k) plan?

946 participants at the start of plan year 2024, 923 of them active employees, and 180 former employees who still had money in the plan.

What is the average 401(k) balance at Weston & Sampson?

About $166,483 per account: $150.3 million in plan assets across 903 accounts with a balance at the end of plan year 2024.

Who manages the Weston & Sampson 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 Weston & Sampson. 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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