ESOP · DOL Form 5500 · 2023

Everett Co-Operative Bank ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
48
Participants Small participant base
57th
Percentile by assets National rank
$191,710
Avg per participant Above avg balance/head
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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

$9M in assets, 48 participants

Everett Co-Operative Bank's Everett Co-Operative Bank Employee Stock Ownership Plan reported $9M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,676 in Finance & Insurance (8,869 peers)

2023 asset change

Everett Co-Operative Bank Employee Stock Ownership Plan declined sharply 21.9% in 2023 ($12M → $9M) for 48 participants.

#3,676
in Finance & Insurance (8,869 peers)
-21.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Everett Co-Operative Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,202,084 Top 43% higher than 57% of 127,068 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 2023

Everett Co-Operative Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everett Co-Operative Bank Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Everett Co-Operative Bank Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Everett Co-Operative Bank Employee Stock Ownership Plan end-of-year assets fell from $12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Everett Co-Operative Bank Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 48 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041294820 · Everett Co-Operative Bank PY 2023 · ESOP

Everett Co-Operative Bank Employee Stock Ownership Plan · $9M · 48 · 57th

  • ASSETS $9M
  • ASSETS 48
  • ASSETS 57th
  • ASSETS ESOP
  • ASSETS near Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3676

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

Duffey Southeast Holdings, Inc. Employee Stock Ownership PlanDuffey Southeast Holdings, I…$9MCsb Bancshares Inc Amended Employee Stock Ownership PlanCsb Bancshares Inc Amended E…$9MThe Ruhlin Company Employee Stock Ownership PlanThe Ruhlin Company Employee …$9MEverett Co-Operative Bank Employee Stock Ownership PlanEverett Co-Operative Bank Em…$9MThe Mackenzie ESOP$9M
End-of-year total assets ($M) among Everett Co-Operative Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Everett Co-Operative Bank years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN041294820
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Everett Co-Operative Bank Employee Stock Ownership Plan, Total assets ($M): 9.202084 · Participants: 48Everett Co-Operative Bank Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern 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 out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan in GA ($9M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Everett Co-Operative Bank Employee Stock Ownership Plan assets move in 2023? ▼
Everett Co-Operative Bank Employee Stock Ownership Plan declined sharply - down 21.9% during 2023, from $12M to $9M. Reported net income was -$2M.
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 Duffey Southeast Holdings, Inc. Employee Stock Ownership Plan in GA ($9M, 84 participants).
Which ESOP plans cover a similar participant headcount to Everett Co-Operative Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.