Massachusetts Financial Services 401(k) and pension plans

Massachusetts Financial Services Company, Boston, MA. EIN 04-2747644. Annual reports 2009–2024. Also filed as Massachusetts Financial Sevices Company.

Massachusetts Financial Services Company has 2 active retirement plans on file. The largest is the Massachusetts Financial Services Company Defined Contribution Plan, with 3,237 participants and $936 million in assets in 2024. Merrill has been its recordkeeper since 2015.

Active plans: 2
Participants: 5,627
Plan assets: $1.5 billion
401(k) recordkeeper: Merrill
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Massachusetts Financial Services Company Defined Contribution Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 04-2747644
Participants (2024): 3,237
Net assets (2024): $936 million
Recordkeeper: MerrillEarlier: MassMutual (2013–2014), Hartford Retirement Services (2010–2012)
Plan administrator: Massachusetts Financial Services Company
111 Huntington Ave.
Boston, MA 02199
(617) 954-5000As filed for 2024
In effect since: July 1, 1952

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,237	$936 million	Merrill
2023	2,534	$839 million	Merrill
2022	2,529	$732 million	Merrill
2021	2,488	$890 million	Merrill
2020	2,512	$791 million	Merrill
2019	2,399	$683 million	Merrill
2018	2,410	$543 million	Merrill
2017	2,399	$564 million	Merrill
2016	2,320	$480 million	Merrill
2015	2,284	$447 million	Merrill
2014	2,298	$444 million	MassMutual
2013	2,251	$416 million	MassMutual
2012	2,258	$346 million	Hartford Retirement Services
2011	2,253	$300 million	Hartford Retirement Services
2010	2,307	$302 million	Hartford Retirement Services
2009	2,450	$262 million	not listed

Mfsaving Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 015Employer EIN 04-2747644
Participants (2024): 2,390
Net assets (2024): $575 million
Recordkeeper: MerrillEarlier: MassMutual (2013–2014), Hartford Retirement Services (2009–2012)
Plan administrator: Massachusetts Financial Sevices Company
111 Huntington Ave
Boston, MA 02199
(617) 954-5000As filed for 2024
In effect since: January 1, 1992

Earlier sponsor: Massachusetts Financial Services Company (2009–2014).

Earlier plan names: Mfsavings Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,390	$575 million	Merrill
2023	2,399	$510 million	Merrill
2022	2,390	$442 million	Merrill
2021	2,321	$525 million	Merrill
2020	2,337	$459 million	Merrill
2019	2,318	$392 million	Merrill
2018	2,340	$310 million	Merrill
2017	2,326	$319 million	Merrill
2016	2,325	$259 million	Merrill
2015	2,335	$232 million	Merrill
2014	2,324	$229 million	MassMutual
2013	2,299	$211 million	MassMutual
2012	2,288	$171 million	Hartford Retirement Services
2011	2,326	$145 million	Hartford Retirement Services
2010	2,363	$144 million	Hartford Retirement Services
2009	2,386	$121 million	Hartford Retirement Services

Massachusetts Financial Services Company Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2017, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 04-2747644
Participants (2016): 1,173
Net assets (2016): $47.5 million
Plan administrator: Massachusetts Financial Services Company
111 Huntington Ave
Boston, MA 02199
(617) 954-5000As filed for 2017
In effect since: January 1, 1952

Earlier plan names: MFS Pension Plan.

Year by year, 2009 to 2017

Plan year	Participants	Net assets	Recordkeeper
2017	0	$0	not listed
2016	1,173	$47.5 million	not listed
2015	1,207	$53.9 million	not listed
2014	1,229	$48.4 million	not listed
2013	1,778	$59.8 million	not listed
2012	1,796	$50.1 million	not listed
2011	1,820	$43.8 million	not listed
2009	1,893	$43.0 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Massachusetts Financial Services Company Defined Contribution Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((617) 954-5000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.