401(k) · DOL Form 5500 · 2024

Engagesmart, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
1,023
Participants Near avg headcount
85th
Percentile by assets National rank
$50,651
Avg per participant Low balance/head
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Official DOL plan name: Engagesmart, Inc. 401(k) Retirement Plan · Sponsored by Engagesmart, Inc. · Massachusetts · Professional & Technical Services

$52M in assets, 1,023 participants

Engagesmart, Inc.'s Engagesmart, Inc. 401(k) Retirement Plan reported $52M in total assets and 1,023 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,223 in Professional & Technical Services (20,173 peers)

Where Engagesmart, Inc. 401(k) Retirement Plan sits by assets

Engagesmart, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 1,023 participants (~$50,651/participant), up 42.8% in 2024.

#17,223
in Professional & Technical Services (20,173 peers)
+42.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Engagesmart, Inc. 401(k) Retirement Plan's outsized position by total assets

Engagesmart, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$51,816,275 Top 15% higher than 85% 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

Engagesmart, Inc. 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Engagesmart, Inc. 401(k) Retirement Plan lands in the large band (1,023 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Engagesmart, Inc. 401(k) Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Engagesmart, Inc. 401(k) Retirement Plan reported net income rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Engagesmart, Inc. 401(k) Retirement Plan reported participants rose from 937 in the plan year 2023 filing to 1,023 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832785225 · Engagesmart, Inc. PY 2024 · 401(k)

Engagesmart, Inc. 401(k) Retirement Plan · $52M · 1,023 · 85th

  • PART $52M
  • PART 1,023
  • PART 85th
  • PART 401(k)
  • PART near The Axcess Financial 401(k) Plan
  • PART ind #17223

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Engagesmart, Inc. 401(k) Retirement Plan in the asset neighbourhood

Engagesmart, Inc. 401(k) Retirement PlanEngagesmart, Inc. 401(k) Ret…$52MThe Axcess Financial 401(k) PlanThe Axcess Financial 401(k) …$52MNoble Network of Charter Schools 401(k) Profit Sharing PlanNoble Network of Charter Sch…$52MPrice Leblanc 401(k) Savings PlanPrice Leblanc 401(k) Savings…$52MArag North America, Inc. Savings and Investment PlanArag North America, Inc. Sav…$52M
End-of-year total assets ($M) among Engagesmart, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$52M
Net Income$16M
Employer EIN832785225
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engagesmart, Inc.)

Sponsor-wide plan assets over time

All Engagesmart, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 129.82108326694416% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.6M $51.8M ▲ +129.8%
Year Plans Participants Total Assets
2022 1 786 $23M
2023 1 937 $36M
2024 1 1,023 $52M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Engagesmart, Inc. 401(k) Retirement Plan, Total assets ($B): 0.051816275 · Participants: 1023Engagesmart, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Engagesmart, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Engagesmart, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Engagesmart, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Axcess Financial 401(k) Plan in OH ($52M); by covered participants it is Compass Minerals International, Inc. 401(k) Savings Plan in KS (1,023 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,023 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 Engagesmart, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Engagesmart, Inc. 401(k) Retirement Plan surged - up 42.8% during 2024, from $36M to $52M. Reported net income was $16M.
How have Engagesmart, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Engagesmart, Inc.'s sponsor-wide assets grew 129.8%, from $23M to $52M.
Where does Engagesmart, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Engagesmart, Inc. 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Axcess Financial 401(k) Plan in OH ($52M, 774 participants).
Which 401(k) plans cover a similar participant headcount to Engagesmart, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Compass Minerals International, Inc. 401(k) Savings Plan in KS (1,023 participants, $169M 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 832785225.

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.