ESOP · DOL Form 5500 · 2024

Everett Co-Operative Bank ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
59
Participants Small participant base
58th
Percentile by assets National rank
$183,882
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Everett Co-Operative Bank Employee Stock Ownership Plan · Sponsored by Everett Co-Operative Bank · Massachusetts · Finance & Insurance

$11M in assets, 59 participants

Everett Co-Operative Bank's Everett Co-Operative Bank Employee Stock Ownership Plan reported $11M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,535 in Finance & Insurance (8,549 peers)

2024 asset change

Everett Co-Operative Bank Employee Stock Ownership Plan grew sharply 17.9% in 2024 ($9M → $11M) for 59 participants.

#3,535
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY

Everett Co-Operative Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Everett Co-Operative Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,849,057 Top 42% higher than 58% of 123,620 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 2024

Everett Co-Operative Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everett Co-Operative Bank Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everett Co-Operative Bank Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Everett Co-Operative Bank Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 59 in the plan year 2024 filing.
  • Everett Co-Operative Bank Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041294820 · Everett Co-Operative Bank PY 2024 · ESOP

Everett Co-Operative Bank Employee Stock Ownership Plan · $11M · 59 · 58th

  • RANK $11M
  • RANK 59
  • RANK 58th
  • RANK ESOP
  • RANK near Judy Construction Company Employee Stock Ownership Plan
  • RANK ind #3535

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 →

Everett Co-Operative Bank Employee Stock Ownership Plan in the asset neighbourhood

Solid It Networks, Inc. Employee Stock Ownership PlanSolid It Networks, Inc. Empl…$11MEverett Co-Operative Bank Employee Stock Ownership PlanEverett Co-Operative Bank Em…$11MJudy Construction Company Employee Stock Ownership PlanJudy Construction Company Em…$11MScimitar Inc. Employee Stock Ownership PlanScimitar Inc. Employee Stock…$11MMichael's Transportation Service, Inc. Employee Stock Ownership Plan and TrustMichael's Transportation Ser…$11M
End-of-year total assets ($M) among Everett Co-Operative Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Everett Co-Operative Bank years around the 2024 move

Sponsor-wide plan assets over time

All Everett Co-Operative Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.91072352727323% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $11.8M $10.9M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 N/A $12M
2023 1 48 $9M
2024 1 59 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN041294820
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Everett Co-Operative Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Everett Co-Operative Bank Employee Stock Ownership Plan, Total assets ($M): 10.849057 · Participants: 59Everett Co-Operative Bank Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Everett Co-Operative Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Everett Co-Operative Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Everett Co-Operative Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Judy Construction Company Employee Stock Ownership Plan in KY ($11M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Everett Co-Operative Bank Employee Stock Ownership Plan assets move in 2024? ▼
Everett Co-Operative Bank Employee Stock Ownership Plan grew sharply - up 17.9% during 2024, from $9M to $11M. Reported net income was $2M.
How have Everett Co-Operative Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Everett Co-Operative Bank's sponsor-wide assets declined 7.9%, from $12M to $11M.
Which ESOP plans are similar in size to Everett Co-Operative Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Judy Construction Company Employee Stock Ownership Plan in KY ($11M, 127 participants).
Which ESOP plans cover a similar participant headcount to Everett Co-Operative Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041294820.

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.