ESOP · DOL Form 5500 · 2023

Brookline Bancorp, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
714
Participants Below avg headcount
51st
Percentile by assets National rank
$9,808
Avg per participant Low balance/head
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Official DOL plan name: Brookline Bancorp, Inc Employee Stock Ownership Plan · Sponsored by Brookline Bancorp, Inc · Massachusetts · Finance & Insurance

$7M in assets, 714 participants

Brookline Bancorp, Inc's Brookline Bancorp, Inc Employee Stock Ownership Plan reported $7M in total assets and 714 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,248 in Finance & Insurance (8,869 peers)

Brookline Bancorp, Inc multi-year trail

Brookline Bancorp, Inc's plans moved +46.0% in assets from 2022 to 2024; this filing shows Brookline Bancorp, Inc Employee Stock Ownership Plan at $7M / 714 participants.

#3,248
in Finance & Insurance (8,869 peers)
-25.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brookline Bancorp, Inc Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Brookline Bancorp, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$7,002,993 Top 49% higher than 51% 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

Brookline Bancorp, Inc 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. Brookline Bancorp, Inc Employee Stock Ownership Plan sits mid-pack in the medium band (714 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookline Bancorp, Inc Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Brookline Bancorp, Inc Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Brookline Bancorp, Inc Employee Stock Ownership Plan reported participants rose from 693 in the plan year 2022 filing to 714 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043402944 · Brookline Bancorp, Inc PY 2023 · ESOP

Brookline Bancorp, Inc Employee Stock Ownership Plan · $7M · 714 · 51st

  • BOY $7M
  • SCH 714
  • EBSA 51st
  • PART ESOP
  • TYPE near The Helsing Group Employee Stock Ownership Plan
  • NET ind #3248

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 →

Brookline Bancorp, Inc Employee Stock Ownership Plan in the asset neighbourhood

E80 Holdings, Inc. Employee Stock Ownership PlanE80 Holdings, Inc. Employee …$7MBrookline Bancorp, Inc Employee Stock Ownership PlanBrookline Bancorp, Inc Emplo…$7MThe Helsing Group Employee Stock Ownership PlanThe Helsing Group Employee S…$7MFirst Federal Bank of Wisconsin Employee Stock Ownership PlanFirst Federal Bank of Wiscon…$7MLake Foods, Inc. Employee Stock Ownership PlanLake Foods, Inc. Employee St…$7M
End-of-year total assets ($M) among Brookline Bancorp, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Brookline Bancorp, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Brookline Bancorp, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$176M 45.957666231472146% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $121M $176M ▲ +46.0%
Year Plans Participants Total Assets
2022 2 1,499 $121M
2023 2 1,555 $153M
2024 2 1,040 $176M

Brookline Bancorp, Inc filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN043402944
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Brookline Bancorp, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Brookline Bancorp, Inc Employee Stock Ownership Plan, Total assets ($M): 7.002993 · Participants: 714Brookline Bancorp, Inc Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Brookline Bancorp, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Brookline Bancorp, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Brookline Bancorp, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is The Helsing Group Employee Stock Ownership Plan in CA ($7M); by covered participants it is Fishback Financial Corporation Employee Stock Ownership Plan in SD (713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (714 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 Brookline Bancorp, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Brookline Bancorp, Inc Employee Stock Ownership Plan declined sharply - down 25.4% during 2023, from $9M to $7M. Reported net income was -$2M.
How have Brookline Bancorp, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookline Bancorp, Inc's sponsor-wide assets grew 46.0%, from $121M to $176M.
Which ESOP plans are similar in size to Brookline Bancorp, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Helsing Group Employee Stock Ownership Plan in CA ($7M, 43 participants).
Which ESOP plans cover a similar participant headcount to Brookline Bancorp, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fishback Financial Corporation Employee Stock Ownership Plan in SD (713 participants, $52M 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 043402944.

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.