401(k) · DOL Form 5500 · 2022

Enterprise Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
550
Participants Below avg headcount
92nd
Percentile by assets National rank
$167,175
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Enterprise Bank and Trust Company 401(k) Plan · Sponsored by Enterprise Bank and Trust Company · Massachusetts · Finance & Insurance

$92M in assets, 550 participants

Enterprise Bank and Trust Company's Enterprise Bank and Trust Company 401(k) Plan reported $92M in total assets and 550 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,118 in Finance & Insurance (9,261 peers)

Where Enterprise Bank and Trust Company 401(k) Plan sits by assets

Enterprise Bank and Trust Company 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 550 participants (~$167,175/participant), down 11.1% in 2022.

#8,118
in Finance & Insurance (9,261 peers)
-11.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Enterprise Bank and Trust Company 401(k) Plan's outsized position by total assets

Enterprise Bank and Trust Company 401(k) Plan vs every filed plan by assets

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

$91,946,023 Top 8% higher than 92% 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

Enterprise Bank and Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Enterprise Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (550 participants).

Published 5500 schedule card

Filing strip 042993547 · Enterprise Bank and Trust Company PY 2022 · 401(k)

Enterprise Bank and Trust Company 401(k) Plan · $92M · 550 · 92nd

  • SCH $92M
  • SCH 550
  • SCH 92nd
  • SCH 401(k)
  • SCH near Keker, Van Nest & Peters LLP Retirement Plan
  • SCH ind #8118

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Enterprise Bank and Trust Company 401(k) Plan in the asset neighbourhood

American Society of Clinical Oncology 401(k) Profit Sharing PlanAmerican Society of Clinical…$92MKeker, Van Nest & Peters LLP Retirement PlanKeker, Van Nest & Peters LLP…$92MEnterprise Bank and Trust Company 401(k) PlanEnterprise Bank and Trust Co…$92MBeachbody, LLC 401(k) Plan$92MCalibre Systems, Inc. Profit Sharing PlanCalibre Systems, Inc. Profit…$92M
End-of-year total assets ($M) among Enterprise Bank and Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$92M
Net Income-$11M
Employer EIN042993547
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enterprise Bank and Trust Company)

Sponsor-wide plan assets over time

All Enterprise Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$128M 39.29071298711854% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $92M $128M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 550 $92M
2023 1 574 $112M
2024 1 592 $128M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Enterprise Bank and Trust Company 401(k) Plan, Total assets ($B): 0.091946023 · Participants: 550Enterprise Bank and Trust Company 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Enterprise Bank and Trust Company 401(k) Plan side-by-side with 3 peers →

Enterprise Bank and Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Keker, Van Nest & Peters LLP Retirement Plan in CA ($92M); by covered participants it is Arc of Genesee Orleans Arc of Genesee Orleans 401(k) Plan in NY (550 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (550 participants); asset peers above are excluded.

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 did Enterprise Bank and Trust Company 401(k) Plan assets move in 2022? ▼
Enterprise Bank and Trust Company 401(k) Plan pulled back noticeably - down 11.1% during 2022, from $103M to $92M. Reported net income was -$11M.
How have Enterprise Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enterprise Bank and Trust Company's sponsor-wide assets grew 39.3%, from $92M to $128M.
Where does Enterprise Bank and Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Enterprise Bank and Trust Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keker, Van Nest & Peters LLP Retirement Plan in CA ($92M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arc of Genesee Orleans Arc of Genesee Orleans 401(k) Plan in NY (550 participants, N/A in assets).

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 042993547.

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.