401(k) · DOL Form 5500 · 2023
New England Business Trust 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 147
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $278,923
- Avg per participant High balance/head
Official DOL plan name: New England Business Trust Section 401(k) Plan · Sponsored by New England Business Trust · Massachusetts · Real Estate
$41M in assets, 147 participants
New England Business Trust's New England Business Trust Section 401(k) Plan reported $41M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #4,404 in Real Estate (4,727 peers)
Coverage in Massachusetts
New England Business Trust Section 401(k) Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.
- #4,404
- in Real Estate (4,727 peers)
- +13.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
New England Business Trust Section 401(k) Plan's outsized position by total assets
New England Business Trust Section 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$41,001,640 Top 17% higher than 83% 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
New England Business Trust Section 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. New England Business Trust Section 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New England Business Trust Section 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- New England Business Trust Section 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- New England Business Trust Section 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042780064 · New England Business Trust PY 2023 · 401(k)
New England Business Trust Section 401(k) Plan · $41M · 147 · 83rd
- 5500 $41M
- 5500 147
- 5500 83rd
- 5500 401(k)
- 5500 near Commonwealth Associates Inc. 401(k) Profit Sharing Plan
- 5500 ind #4404
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 Real Estate retirement plans → · Plans in Massachusetts →
New England Business Trust Section 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 042780064 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Business Trust)
Sponsor-wide plan assets over time
All New England Business Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 27.025908821088812% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $36M |
| 2023 | 1 | 147 | $41M |
| 2024 | 1 | 135 | $46M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
New England Business Trust Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Commonwealth Associates Inc. 401(k) Profit Sharing Plan in MI ($41M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Commonwealth Associates Inc. 401(k) Profit Sharing Plan (MI) $41M · 223
- Utility Supply and Construction Company Savings and Employee Stock Ownership Plan (MI) $41M · 356
- Pueblo Radiology Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $41M · 95
- C & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and Trust (IN) $41M · 558
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.