401(k) · DOL Form 5500 · 2023

Securities Finance Trust Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
91
Participants Small participant base
68th
Percentile by assets National rank
$168,850
Avg per participant Above avg balance/head
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Official DOL plan name: Eseclending Retirement Savings Plan · Sponsored by Securities Finance Trust Company · Massachusetts · Finance & Insurance

$15M in assets, 91 participants

Securities Finance Trust Company's Eseclending Retirement Savings Plan reported $15M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,689 in Finance & Insurance (8,869 peers)

Securities Finance Trust Company multi-year trail

Securities Finance Trust Company's plans moved +42.1% in assets from 2022 to 2024; this filing shows Eseclending Retirement Savings Plan at $15M / 91 participants.

#4,689
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Eseclending Retirement Savings Plan's outsized position by total assets

Eseclending Retirement Savings Plan vs every filed plan by assets

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

$15,365,383 Top 32% higher than 68% 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

Eseclending Retirement Savings 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. Eseclending Retirement Savings Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eseclending Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Eseclending Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Eseclending Retirement Savings Plan reported participants rose from 82 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463307340 · Securities Finance Trust Company PY 2023 · 401(k)

Eseclending Retirement Savings Plan · $15M · 91 · 68th

  • TYPE $15M
  • NET 91
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Harris Packaging Corporation 401(k) Plan
  • SCH ind #4689

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Eseclending Retirement Savings Plan in the asset neighbourhood

Eseclending Retirement Savings PlanEseclending Retirement Savin…$15MHarris Packaging Corporation 401(k) PlanHarris Packaging Corporation…$15MTrodat/Trotec Retirement Plan$15MPharmaceutical Care Management Association 401(k) PlanPharmaceutical Care Manageme…$15MMetal Forming and Coining Corporation 401(k) PlanMetal Forming and Coining Co…$15M
End-of-year total assets ($M) among Eseclending Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Securities Finance Trust Company multi-year asset trail

Sponsor-wide plan assets over time

All Securities Finance Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 42.12946828364021% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $18.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 82 $13M
2023 1 91 $15M
2024 1 96 $18M

Securities Finance Trust Company filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN463307340
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Eseclending Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Eseclending Retirement Savings Plan, Total assets ($B): 0.015365383 · Participants: 91Eseclending Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Eseclending Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Eseclending Retirement Savings Plan side-by-side with 3 peers →

Eseclending Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harris Packaging Corporation 401(k) Plan in TX ($15M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Eseclending Retirement Savings Plan assets move in 2023? ▼
Eseclending Retirement Savings Plan grew sharply - up 18.2% during 2023, from $13M to $15M. Reported net income was $2M.
How have Securities Finance Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Securities Finance Trust Company's sponsor-wide assets grew 42.1%, from $13M to $18M.
Which 401(k) plans are similar in size to Eseclending Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Packaging Corporation 401(k) Plan in TX ($15M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Eseclending Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 463307340.

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.