401(k) · DOL Form 5500 · 2022

Shawmut Group Inc. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
815
Participants Near avg headcount
94th
Percentile by assets National rank
$166,537
Avg per participant Above avg balance/head
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Official DOL plan name: Shawmut Group 401(k) Plan · Sponsored by Shawmut Group Inc. · Massachusetts · Construction

$136M in assets, 815 participants

Shawmut Group Inc.'s Shawmut Group 401(k) Plan reported $136M in total assets and 815 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,238 in Construction (9,927 peers)

Where Shawmut Group 401(k) Plan sits by assets

Shawmut Group 401(k) Plan sits in the top 10% of all filed plans by assets, $136M for 815 participants (~$166,537/participant), down 20.6% in 2022.

#9,238
in Construction (9,927 peers)
-20.6%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shawmut Group 401(k) Plan's outsized position by total assets

Shawmut Group 401(k) Plan vs every filed plan by assets

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

$135,727,702 Top 6% higher than 94% 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

Shawmut Group 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. Shawmut Group 401(k) Plan sits mid-pack in the medium band (815 participants).

EBSA filing schedule strip

Filing strip 813645861 · Shawmut Group Inc. PY 2022 · 401(k)

Shawmut Group 401(k) Plan · $136M · 815 · 94th

  • 5500 $136M
  • 5500 815
  • 5500 94th
  • 5500 401(k)
  • 5500 near The Ensono 401(k) Plan
  • 5500 ind #9238

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 Construction retirement plans → · Plans in Massachusetts →

Shawmut Group 401(k) Plan in the asset neighbourhood

Bluegreen Vacations Corporation Retirement Savings PlanBluegreen Vacations Corporat…$136MRhode Island Medical Imaging, Inc. Profit Sharing PlanRhode Island Medical Imaging…$136MThe Ensono 401(k) Plan$136MShawmut Group 401(k) Plan$136MDavis Polk Associates Savings PlanDavis Polk Associates Saving…$136M
End-of-year total assets ($M) among Shawmut Group 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)$171M
Net Assets (End of Year)$136M
Net Income-$35M
Employer EIN813645861
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shawmut Group Inc.)

Sponsor-wide plan assets over time

All Shawmut Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188M 49.17310831021775% vs 2022
2024 filing year
$100M$200M$300M$400M$500M 202220232024 $370M $188M ▼ -49.2%
Year Plans Participants Total Assets
2022 2 1,505 $370M
2023 2 1,538 $433M
2024 1 872 $188M

Nearby 401(k) Plans in Massachusetts

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

Shawmut Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Shawmut Group 401(k) Plan, Total assets ($B): 0.135727702 · Participants: 815Shawmut Group 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
Shawmut Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shawmut Group 401(k) Plan side-by-side with 3 peers →

Shawmut Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Ensono 401(k) Plan in IL ($136M); by covered participants it is Farmers & Merchants Bank of Long Beach Profit Sharing and 401(k) Plan in CA (815 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

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 Shawmut Group 401(k) Plan assets move in 2022? ▼
Shawmut Group 401(k) Plan declined sharply - down 20.6% during 2022, from $171M to $136M. Reported net income was -$35M.
How have Shawmut Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shawmut Group Inc.'s sponsor-wide assets declined 49.2%, from $370M to $188M.
Where does Shawmut Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Shawmut Group 401(k) Plan ranks in the 94th 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 Shawmut Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ensono 401(k) Plan in IL ($136M, 1,158 participants).
Which 401(k) plans cover a similar participant headcount to Shawmut Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farmers & Merchants Bank of Long Beach Profit Sharing and 401(k) Plan in CA (815 participants, $126M 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 813645861.

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.