401(k) · DOL Form 5500 · 2022

New England Business Trust 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
150
Participants Small participant base
85th
Percentile by assets National rank
$240,250
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New England Business Trust Section 401(k) Plan · Sponsored by New England Business Trust · Massachusetts · Real Estate

$36M in assets, 150 participants

New England Business Trust's New England Business Trust Section 401(k) Plan reported $36M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,759 in Real Estate (5,057 peers)

Coverage in Massachusetts

New England Business Trust Section 401(k) Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $36M.

#4,759
in Real Estate (5,057 peers)
-17.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New England Business Trust Section 401(k) Plan's outsized position by total assets

New England Business Trust Section 401(k) Plan vs every filed plan by assets

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

$36,037,456 Top 15% higher than 85% 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

New England Business Trust Section 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. New England Business Trust Section 401(k) Plan sits mid-pack in the medium band (150 participants).

Form 5500 schedule snapshot

Filing strip 042780064 · New England Business Trust PY 2022 · 401(k)

New England Business Trust Section 401(k) Plan · $36M · 150 · 85th

  • EOY $36M
  • EOY 150
  • EOY 85th
  • EOY 401(k)
  • EOY near Container Graphics Corporation Retirement and Savings Plan
  • EOY ind #4759

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 Real Estate retirement plans → · Plans in Massachusetts →

New England Business Trust Section 401(k) Plan in the asset neighbourhood

Cox Operating, LLC 401(k) P/S PlanCox Operating, LLC 401(k) P/…$36MNew England Business Trust Section 401(k) PlanNew England Business Trust S…$36MContainer Graphics Corporation Retirement and Savings PlanContainer Graphics Corporati…$36MImmanuel Retirement Plan$36MApple Rubber Products, Inc. 401(k) PlanApple Rubber Products, Inc. …$36M
End-of-year total assets ($M) among New England Business Trust Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN042780064
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Business Trust)

Sponsor-wide plan assets over time

All New England Business Trust plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.025908821088812% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $45.8M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 150 $36M
2023 1 147 $41M
2024 1 135 $46M

Nearby 401(k) Plans in Massachusetts

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

New England Business Trust Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants New England Business Trust Section 401(k) Plan, Total assets ($B): 0.036037456 · Participants: 150New England Business Trust Section 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
New England Business Trust Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare New England Business Trust Section 401(k) Plan side-by-side with 3 peers →

New England Business Trust Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Container Graphics Corporation Retirement and Savings Plan in NC ($36M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 New England Business Trust Section 401(k) Plan assets move in 2022? ▼
New England Business Trust Section 401(k) Plan declined sharply - down 17.8% during 2022, from $44M to $36M. Reported net income was -$8M.
How have New England Business Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New England Business Trust's sponsor-wide assets grew 27.0%, from $36M to $46M.
Where does New England Business Trust Section 401(k) Plan rank by assets among Form 5500 filers? ▼
New England Business Trust Section 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New England Business Trust Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Container Graphics Corporation Retirement and Savings Plan in NC ($36M, 344 participants).
Which 401(k) plans cover a similar participant headcount to New England Business Trust Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 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 042780064.

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.