ESOP · DOL Form 5500 · 2022

Everett Co-Operative Bank ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
N/A
Participants Small participant base
68th
Percentile by assets National rank
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Official DOL plan name: Everett Co-Operative Bank Employee Stock Ownership Plan · Sponsored by Everett Co-Operative Bank · Massachusetts · Finance & Insurance

$12M in assets, N/A participants

Everett Co-Operative Bank's Everett Co-Operative Bank Employee Stock Ownership Plan reported $12M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,799 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Everett Co-Operative Bank Employee Stock Ownership Plan holds $12M for N/A participants, above the median plan by assets.

#4,799
in Finance & Insurance (9,261 peers)
$5M
reported net income

Everett Co-Operative Bank Employee Stock Ownership Plan's outsized position by total assets

Everett Co-Operative Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,781,021 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 041294820 · Everett Co-Operative Bank PY 2022 · ESOP

Everett Co-Operative Bank Employee Stock Ownership Plan · $12M · N/A · 68th

  • TYPE $12M
  • TYPE N/A
  • TYPE 68th
  • TYPE ESOP
  • TYPE near Kitware, Inc. Employee Ownership Plan
  • TYPE ind #4799

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Massachusetts →

Everett Co-Operative Bank Employee Stock Ownership Plan in the asset neighbourhood

Harris & Ruth Painting Contracting Employee Stock Ownership PlanHarris & Ruth Painting Contr…$12MEverett Co-Operative Bank Employee Stock Ownership PlanEverett Co-Operative Bank Em…$12MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$12MTile Outlets of America Employee Stock Ownership PlanTile Outlets of America Empl…$12MMid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12M
End-of-year total assets ($M) among Everett Co-Operative Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$5M
Employer EIN041294820
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Everett Co-Operative Bank)

Sponsor-wide plan assets over time

All Everett Co-Operative Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.91072352727323% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $11.8M $10.9M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 N/A $12M
2023 1 48 $9M
2024 1 59 $11M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Everett Co-Operative Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Everett Co-Operative Bank Employee Stock Ownership Plan, Total assets ($M): 11.781021 · Participants: 0Everett Co-Operative Bank Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Everett Co-Operative Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Everett Co-Operative Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Everett Co-Operative Bank Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Massachusetts, the nearest ESOP by end-of-year assets is Kitware, Inc. Employee Ownership Plan in NY at $12M (this filing: $12M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Everett Co-Operative Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everett Co-Operative Bank's sponsor-wide assets declined 7.9%, from $12M to $11M.
Which ESOP plans are similar in size to Everett Co-Operative Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kitware, Inc. Employee Ownership Plan in NY ($12M, 161 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041294820.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.