401(k) · DOL Form 5500 · 2023
Rockland Trust Company 401(k) Plan
Data updated 2026-08-25
- $270M
- Total assets Near avg plan size
- 1,768
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $152,692
- Avg per participant Above avg balance/head
Official DOL plan name: Rockland Trust Co Ee Savings Ps and Stock Ownership Plan · Sponsored by Rockland Trust Company · Massachusetts · Finance & Insurance
$270M in assets, 1,768 participants
Rockland Trust Company's Rockland Trust Co Ee Savings Ps and Stock Ownership Plan reported $270M in total assets and 1,768 participants in its 2023 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.
- #8,258 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan covers 1,768 participants in Massachusetts, 2.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $270M.
- #8,258
- in Finance & Insurance (8,869 peers)
- +18.4%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan's outsized position by total assets
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$269,958,602 Top 4% higher than 96% 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
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockland Trust Co Ee Savings Ps and Stock Ownership Plan lands in the large band (1,768 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockland Trust Co Ee Savings Ps and Stock Ownership Plan reported net income rose from -$26M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Rockland Trust Co Ee Savings Ps and Stock Ownership Plan end-of-year assets rose from $228M in the plan year 2022 filing to $270M in the plan year 2023 filing.
- Rockland Trust Co Ee Savings Ps and Stock Ownership Plan reported participants rose from 1,693 in the plan year 2022 filing to 1,768 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 041782600 · Rockland Trust Company PY 2023 · 401(k)
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan · $270M · 1,768 · 96th
- VS-ST $270M
- VS-ST 1,768
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Toyota Tsusho America, Inc. Savings and Investment Retirement Plan
- VS-ST ind #8258
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 →
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $42M |
| Employer EIN | 041782600 |
| Plan Effective Date | 1971-09-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockland Trust Company)
Sponsor-wide plan assets over time
All Rockland Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 29.297571402469313% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,970 | $238M |
| 2023 | 2 | 1,789 | $280M |
| 2024 | 2 | 1,880 | $307M |
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
Rockland Trust Co Ee Savings Ps and Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Toyota Tsusho America, Inc. Savings and Investment Retirement Plan in NY ($270M); by covered participants it is Lush 401(k) Savings Plan in AZ (1,768 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270M here).
- Toyota Tsusho America, Inc. Savings and Investment Retirement Plan (NY) $270M · 1,618
- The Wendy's Company 401(k) Retirement Plan (OH) $270M · 8,373
- Apex Tool Group, LLC 401(k) Savings Plan (MD) $270M · 1,396
- Brookhaven Memorial Hospital Medical Center Dba Long Island Community Hospital Retirement Savings Plan (NY) $270M · 1,457
Similar participant headcount
Nearest other-state filings by covered participants (1,768 participants); asset peers above are excluded.
- Lush 401(k) Savings Plan (AZ) 1,768 · 0 off
- Kent Corporation Retirement Plan (IA) 1,768 · 0 off
- Midco 401(k) Plan (MN) 1,767 · 1 off
- Sumitomo Electric Wiring Systems, Inc. 401(k) Retirement Savings Plan (KY) 1,769 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.