401(k) · DOL Form 5500 · 2022

Engagesmart, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
786
Participants Near avg headcount
79th
Percentile by assets National rank
$28,685
Avg per participant Low balance/head
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Official DOL plan name: Engagesmart, Inc. 401(k) Retirement Plan · Sponsored by Engagesmart, Inc. · Massachusetts · Professional & Technical Services

$23M in assets, 786 participants

Engagesmart, Inc.'s Engagesmart, Inc. 401(k) Retirement Plan reported $23M in total assets and 786 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,107 in Professional & Technical Services (21,562 peers)

Where Engagesmart, Inc. 401(k) Retirement Plan sits by assets

Engagesmart, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 786 participants (~$28,685/participant), up 7.1% in 2022.

#17,107
in Professional & Technical Services (21,562 peers)
+7.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Engagesmart, Inc. 401(k) Retirement Plan's outsized position by total assets

Engagesmart, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$22,546,354 Top 21% higher than 79% 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

Engagesmart, Inc. 401(k) Retirement 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. Engagesmart, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (786 participants).

Form 5500 schedule snapshot

Filing strip 832785225 · Engagesmart, Inc. PY 2022 · 401(k)

Engagesmart, Inc. 401(k) Retirement Plan · $23M · 786 · 79th

  • ASSETS $23M
  • ASSETS 786
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Jon-Don, LLC Employees' 401(k) Plan
  • ASSETS ind #17107

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Engagesmart, Inc. 401(k) Retirement Plan in the asset neighbourhood

Engagesmart, Inc. 401(k) Retirement PlanEngagesmart, Inc. 401(k) Ret…$23MJon-Don, LLC Employees' 401(k) PlanJon-Don, LLC Employees' 401(…$23MNna Services Profit Sharing 401(k) PlanNna Services Profit Sharing …$23MVan Scoyoc Associates, Inc. 401(k) Profit-Sharing Plan & TrustVan Scoyoc Associates, Inc. …$23MSukut 401(k) Plan$23M
End-of-year total assets ($M) among Engagesmart, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN832785225
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engagesmart, Inc.)

Sponsor-wide plan assets over time

All Engagesmart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 129.82108326694416% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.6M $51.8M ▲ +129.8%
Year Plans Participants Total Assets
2022 1 786 $23M
2023 1 937 $36M
2024 1 1,023 $52M

Nearby 401(k) Plans in Massachusetts

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

Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Engagesmart, Inc. 401(k) Retirement Plan, Total assets ($B): 0.022546354 · Participants: 786Engagesmart, Inc. 401(k) Retirement 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
Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Engagesmart, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Engagesmart, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Jon-Don, LLC Employees' 401(k) Plan in IL ($23M); by covered participants it is Ti 401(k) Savings Plan in TX (786 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (786 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 Engagesmart, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Engagesmart, Inc. 401(k) Retirement Plan grew at a solid clip - up 7.1% during 2022, from $21M to $23M. Reported net income was $1M.
How have Engagesmart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engagesmart, Inc.'s sponsor-wide assets grew 129.8%, from $23M to $52M.
Where does Engagesmart, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Engagesmart, Inc. 401(k) Retirement Plan ranks in the 79th 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 Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jon-Don, LLC Employees' 401(k) Plan in IL ($23M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ti 401(k) Savings Plan in TX (786 participants, $1.0B 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 832785225.

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.