401(k) · DOL Form 5500 · 2023

Enterprise Bank and Trust Company 401(k) Plan

Data updated 2026-08-11

$112M
Total assets: 574
Participants: 92nd
Percentile by assets: $194,267
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$112M
total plan assets (2023 EOY): 574
covered participants: 92nd
percentile by assets (of 127,072 plans): $194,267
avg assets per participant

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

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 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 →

State

Massachusetts

Industry

Finance & Insurance

Enterprise Bank and Trust Company 401(k) Plan vs the 2023 asset distribution

By assets, Enterprise Bank and Trust Company 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$92M
Net Assets (End of Year)	$112M
Net Income	$20M
Employer EIN	042993547
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Enterprise Bank and Trust Company)

Total plan assets by year, all Enterprise Bank and Trust Company plans on file

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Enterprise Bank and Trust Company 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Enterprise Bank and Trust Company 401(k) Plan by total assets, not by location.

Dentons Sirote, P.C. Profit Sharing 401(k) Plan (AL) $112M · 157
National Organization of Industrial Trade Unions Individual Account Plan (NY) $111M · 2,506
Fundamental Retirement Savings Plan (MD) $112M · 7,282
Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan (KY) $111M · 3,127

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).

Next read for Enterprise Bank and Trust Company 401(k)…

Scale reading

Ways to act on Enterprise Bank and Trust Company 401(k) Plan's numbers.

By total assets, Enterprise Bank and Trust Company 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Enterprise Bank and Trust Company's sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.