401(k) · DOL Form 5500 · 2023

Eastern Bank 401(k) Plan

Data updated 2026-08-11

$327M
Total assets
2,047
Participants
96th
Percentile by assets
$159,839
Avg per participant
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Official DOL plan name: Eastern Bank 401(k) Plan · Sponsored by Eastern Bank · Massachusetts · Finance & Insurance

$327M in assets, 2,047 participants

Eastern Bank's Eastern Bank 401(k) Plan reported $327M in total assets and 2,047 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #8,340 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Eastern Bank 401(k) Plan covers 2,047 participants in Massachusetts, 3.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $327M.

$327M
total plan assets (2023 EOY)
2,047
covered participants
96th
percentile by assets (of 127,072 plans)
$159,839
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastern Bank 401(k) Plan reported net income rose from -$52M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Eastern Bank 401(k) Plan reported participants fell from 2,425 in the plan year 2022 filing to 2,047 in the plan year 2023 filing.
  • Eastern Bank 401(k) Plan end-of-year assets rose from $296M in the plan year 2022 filing to $327M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Eastern Bank 401(k) Plan reports 2,047 participants - 3.1x that state average ($327M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$327M
Net Income$32M
Employer EIN043067724
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastern Bank)

$0.9B$0.95B$1B$1.05B 202220232024 $0.98B $0.95B ▼ -3.1%
Total plan assets by year, all Eastern Bank plans on file
Year Plans Participants Total Assets
2022 4 5,829 $976M
2023 3 5,359 $1.0B
2024 3 3,851 $946M

Nearby 401(k) Plans in Massachusetts

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

Eastern Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Eastern Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Eastern Bank 401(k) …Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Eastern Bank 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Eastern Bank 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Eastern Bank 401(k) Plan assets move in 2023?
Eastern Bank 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $296M to $327M. Reported net income was $32M.
How have Eastern Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Eastern Bank's sponsor-wide assets declined 3.0%, from $976M to $946M.
Where does Eastern Bank 401(k) Plan rank by assets among Form 5500 filers?
Eastern Bank 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eastern Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carle Profit Sharing Plan in IL ($327M, 2,229 participants).

Filing takeaways

Ways to act on Eastern Bank 401(k) Plan's numbers.