ESOP · DOL Form 5500 · 2022
Shawmut Group Inc. ESOP
Data updated 2026-08-11
- $234M
- Total assets
- 690
- Participants
- 96th
- Percentile by assets
- $339,521
- Avg per participant
Official DOL plan name: Shawmut Group Employee Stock Ownership Plan · Sponsored by Shawmut Group Inc. · Massachusetts · Construction
$234M in assets, 690 participants
Shawmut Group Inc.'s Shawmut Group Employee Stock Ownership Plan reported $234M in total assets and 690 participants in its 2022 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 139,126 plans)
- #9,473 in Construction (9,927 peers)
Where Shawmut Group Employee Stock Ownership Plan sits by assets
Shawmut Group Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $234M for 690 participants (~$339,521/participant), up 11.3% in 2022.
- $234M
- total plan assets (2022 EOY)
- 690
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $339,521
- avg assets per participant
Shawmut Group Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Shawmut Group Employee Stock Ownership Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $27M |
| Employer EIN | 813645861 |
| Plan Effective Date | 1997-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shawmut Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,505 | $370M |
| 2023 | 2 | 1,538 | $433M |
| 2024 | 1 | 872 | $188M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
Shawmut Group Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Shawmut Group Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Shawmut Group Employee Stock Ownership Plan assets move in 2022? ▼
How have Shawmut Group Inc. plan assets changed over time? ▼
Where does Shawmut Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Shawmut Group Employee Stock Ownership Plan? ▼
Next read for Shawmut Group Employee Stock Ownership P…
Scale reading
Ways to act on Shawmut Group Employee Stock Ownership Plan's numbers.
- By total assets, Shawmut Group Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Shawmut Group Inc.'s sponsor-wide assets have declined 49.2% since 2022 across 3 plan years on file. More Construction plans