401(k) · DOL Form 5500 · 2023

Engagesmart, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
937
Participants Near avg headcount
82nd
Percentile by assets National rank
$38,717
Avg per participant Low balance/head
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Official DOL plan name: Engagesmart, Inc. 401(k) Retirement Plan · Sponsored by Engagesmart, Inc. · Massachusetts · Professional & Technical Services

$36M in assets, 937 participants

Engagesmart, Inc.'s Engagesmart, Inc. 401(k) Retirement Plan reported $36M in total assets and 937 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,777 in Professional & Technical Services (20,321 peers)

Where Engagesmart, Inc. 401(k) Retirement Plan sits by assets

Engagesmart, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 937 participants (~$38,717/participant), up 60.9% in 2023.

#16,777
in Professional & Technical Services (20,321 peers)
+60.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Engagesmart, Inc. 401(k) Retirement Plan's outsized position by total assets

Engagesmart, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$36,277,390 Top 18% higher than 82% 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

Engagesmart, Inc. 401(k) Retirement 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. Engagesmart, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (937 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Engagesmart, Inc. 401(k) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Engagesmart, Inc. 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Engagesmart, Inc. 401(k) Retirement Plan reported participants rose from 786 in the plan year 2022 filing to 937 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832785225 · Engagesmart, Inc. PY 2023 · 401(k)

Engagesmart, Inc. 401(k) Retirement Plan · $36M · 937 · 82nd

  • PHOTO $36M
  • PHOTO 937
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Sentar, Inc. 401(k) Plan Retirement Plan
  • PHOTO ind #16777

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Engagesmart, Inc. 401(k) Retirement Plan in the asset neighbourhood

Fna & Subsidiaries 401(k) PlanFna & Subsidiaries 401(k) Pl…$36MMeteorcomm 401(k) Plan$36MEngagesmart, Inc. 401(k) Retirement PlanEngagesmart, Inc. 401(k) Ret…$36MSentar, Inc. 401(k) Plan Retirement PlanSentar, Inc. 401(k) Plan Ret…$36MExcella, Inc. 401(k) Plan$36M
End-of-year total assets ($M) among Engagesmart, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$36M
Net Income$14M
Employer EIN832785225
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engagesmart, Inc.)

Sponsor-wide plan assets over time

All Engagesmart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 129.82108326694416% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.6M $51.8M ▲ +129.8%
Year Plans Participants Total Assets
2022 1 786 $23M
2023 1 937 $36M
2024 1 1,023 $52M

Nearby 401(k) Plans in Massachusetts

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

Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Engagesmart, Inc. 401(k) Retirement Plan, Total assets ($B): 0.03627739 · Participants: 937Engagesmart, Inc. 401(k) Retirement 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
Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Engagesmart, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Engagesmart, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Sentar, Inc. 401(k) Plan Retirement Plan in AL ($36M); by covered participants it is Huron Casting, Inc., Axis, Aci, Bdsc, Bcm, Brne 401(k) Plan in MI (937 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (937 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 Engagesmart, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Engagesmart, Inc. 401(k) Retirement Plan surged - up 60.9% during 2023, from $23M to $36M. Reported net income was $14M.
How have Engagesmart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engagesmart, Inc.'s sponsor-wide assets grew 129.8%, from $23M to $52M.
Where does Engagesmart, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Engagesmart, Inc. 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sentar, Inc. 401(k) Plan Retirement Plan in AL ($36M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huron Casting, Inc., Axis, Aci, Bdsc, Bcm, Brne 401(k) Plan in MI (937 participants, $42M 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 832785225.

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.