ESOP · DOL Form 5500 · 2023
Cambridge Bancorp ESOP
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 365
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $48,688
- Avg per participant Low balance/head
Official DOL plan name: Cambridge Bancorp Employee Stock Ownership Plan · Sponsored by Cambridge Bancorp · Massachusetts · Finance & Insurance
$18M in assets, 365 participants
Cambridge Bancorp's Cambridge Bancorp Employee Stock Ownership Plan reported $18M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #5,002 in Finance & Insurance (8,869 peers)
Cambridge Bancorp multi-year trail
Cambridge Bancorp's plans moved -13.8% in assets from 2022 to 2024; this filing shows Cambridge Bancorp Employee Stock Ownership Plan at $18M / 365 participants.
- #5,002
- in Finance & Insurance (8,869 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cambridge Bancorp Employee Stock Ownership Plan's outsized position by total assets
Cambridge Bancorp Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,770,939 Top 30% higher than 70% 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
Cambridge Bancorp Employee Stock Ownership 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. Cambridge Bancorp Employee Stock Ownership Plan sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cambridge Bancorp Employee Stock Ownership Plan end-of-year assets fell from $23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Cambridge Bancorp Employee Stock Ownership Plan reported participants rose from 319 in the plan year 2022 filing to 365 in the plan year 2023 filing.
- Cambridge Bancorp Employee Stock Ownership Plan reported net income fell from -$5M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042777442 · Cambridge Bancorp PY 2023 · ESOP
Cambridge Bancorp Employee Stock Ownership Plan · $18M · 365 · 70th
- PART $18M
- TYPE 365
- NET 70th
- BOOK ESOP
- VS-ST near Sterling Staffing, Inc. Employee Stock Ownership Plan
- BOY ind #5002
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 What is an ESOP? → · Plans in Massachusetts →
Cambridge Bancorp Employee Stock Ownership Plan in the asset neighbourhood
Cambridge Bancorp multi-year asset trail
Sponsor-wide plan assets over time
All Cambridge Bancorp plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 13.81654998441761% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $23M |
| 2023 | 1 | 365 | $18M |
| 2024 | 1 | 361 | $20M |
Cambridge Bancorp filing trail (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$5M |
| Employer EIN | 042777442 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $612M · 1,511
- The Gillette Company Employee Stock Ownership Plan $349M · 174
- Shawmut Group Employee Stock Ownership Plan $274M · 716
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $245M · 641
- Eastern Bank Employee Stock Ownership Plan $213M · 1,778
Cambridge Bancorp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Sterling Staffing, Inc. Employee Stock Ownership Plan in IL ($18M); by covered participants it is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Sterling Staffing, Inc. Employee Stock Ownership Plan (IL) $18M · 213
- The Trust Company of Virginia Employee Stock Ownership Plan (VA) $18M · 37
- Standard Air & Lite Employee Stock Ownership Plan (PA) $18M · 57
- Loftness Specialized Farm Equipment, Inc. Employee Stock Ownership Plan and Trust (MN) $18M · 61
Similar participant headcount
Nearest other-state filings by covered participants (365 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.