401(k) · DOL Form 5500 · 2023

Enterprise Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
574
Participants Below avg headcount
92nd
Percentile by assets National rank
$194,267
Avg per participant Above avg balance/head
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Official DOL plan name: Enterprise Bank and Trust Company 401(k) Plan · Sponsored by Enterprise Bank and Trust Company · Massachusetts · Finance & Insurance

$112M in assets, 574 participants

Enterprise Bank and Trust Company's Enterprise Bank and Trust Company 401(k) Plan reported $112M in total assets and 574 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,777 in Finance & Insurance (8,869 peers)

Where Enterprise Bank and Trust Company 401(k) Plan sits by assets

Enterprise Bank and Trust Company 401(k) Plan sits in the top 10% of all filed plans by assets, $112M for 574 participants (~$194,267/participant), up 21.3% in 2023.

#7,777
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Enterprise Bank and Trust Company 401(k) Plan's outsized position by total assets

Enterprise Bank and Trust Company 401(k) Plan vs every filed plan by assets

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

$111,509,404 Top 8% higher than 92% 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

Enterprise Bank and Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Enterprise Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Enterprise Bank and Trust Company 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Enterprise Bank and Trust Company 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Enterprise Bank and Trust Company 401(k) Plan reported participants rose from 550 in the plan year 2022 filing to 574 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042993547 · Enterprise Bank and Trust Company PY 2023 · 401(k)

Enterprise Bank and Trust Company 401(k) Plan · $112M · 574 · 92nd

  • EIN $112M
  • EIN 574
  • EIN 92nd
  • EIN 401(k)
  • EIN near Dentons Sirote, P.C. Profit Sharing 401(k) Plan
  • EIN ind #7777

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 →

Enterprise Bank and Trust Company 401(k) Plan in the asset neighbourhood

Dentons Sirote, P.C. Profit Sharing 401(k) PlanDentons Sirote, P.C. Profit …$112MFundamental Retirement Savings PlanFundamental Retirement Savin…$112MEnterprise Bank and Trust Company 401(k) PlanEnterprise Bank and Trust Co…$112MNational Organization of Industrial Trade Unions Individual Account PlanNational Organization of Ind…$111MTexas Roadhouse Salaried Employees 401(k) Profit Sharing PlanTexas Roadhouse Salaried Emp…$111M
End-of-year total assets ($M) among Enterprise Bank and Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$112M
Net Income$20M
Employer EIN042993547
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enterprise Bank and Trust Company)

Sponsor-wide plan assets over time

All Enterprise Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$128M 39.29071298711854% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $92M $128M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 550 $92M
2023 1 574 $112M
2024 1 592 $128M

Nearby 401(k) Plans in Massachusetts

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

Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Enterprise Bank and Trust Company 401(k) Plan, Total assets ($B): 0.111509404 · Participants: 574Enterprise Bank and Trust Company 401(k) 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
Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Enterprise Bank and Trust Company 401(k) Plan side-by-side with 3 peers →

Enterprise Bank and Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dentons Sirote, P.C. Profit Sharing 401(k) Plan in AL ($112M); by covered participants it is Boston, Inc. Profit Sharing Plan in WI (574 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Enterprise Bank and Trust Company 401(k) Plan assets move in 2023? ▼
Enterprise Bank and Trust Company 401(k) Plan grew sharply - up 21.3% during 2023, from $92M to $112M. Reported net income was $20M.
How have Enterprise Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enterprise Bank and Trust Company's sponsor-wide assets grew 39.3%, from $92M to $128M.
Where does Enterprise Bank and Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Enterprise Bank and Trust Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dentons Sirote, P.C. Profit Sharing 401(k) Plan in AL ($112M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boston, Inc. Profit Sharing Plan in WI (574 participants, $16M 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 042993547.

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.