401(k) · DOL Form 5500 · 2024

Enterprise Bank and Trust Company 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
592
Participants Below avg headcount
92nd
Percentile by assets National rank
$216,338
Avg per participant Above avg balance/head
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Official DOL plan name: Enterprise Bank and Trust Company 401(k) Plan · Sponsored by Enterprise Bank and Trust Company · Massachusetts · Finance & Insurance

$128M in assets, 592 participants

Enterprise Bank and Trust Company's Enterprise Bank and Trust Company 401(k) Plan reported $128M in total assets and 592 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,491 in Finance & Insurance (8,549 peers)

Where Enterprise Bank and Trust Company 401(k) Plan sits by assets

Enterprise Bank and Trust Company 401(k) Plan sits in the top 10% of all filed plans by assets, $128M for 592 participants (~$216,338/participant), up 14.9% in 2024.

#7,491
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Enterprise Bank and Trust Company 401(k) Plan's outsized position by total assets

Enterprise Bank and Trust Company 401(k) Plan vs every filed plan by assets

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

$128,072,271 Top 8% higher than 92% 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

Enterprise Bank and Trust Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Enterprise Bank and Trust Company 401(k) Plan sits mid-pack in the medium band (592 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Enterprise Bank and Trust Company 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Enterprise Bank and Trust Company 401(k) Plan end-of-year assets rose from $112M in the plan year 2023 filing to $128M in the plan year 2024 filing.
  • Enterprise Bank and Trust Company 401(k) Plan reported participants rose from 574 in the plan year 2023 filing to 592 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042993547 · Enterprise Bank and Trust Company PY 2024 · 401(k)

Enterprise Bank and Trust Company 401(k) Plan · $128M · 592 · 92nd

  • SCH $128M
  • EBSA 592
  • PART 92nd
  • TYPE 401(k)
  • NET near Hoar Holdings, LLC 401(k) Retirement Plan
  • BOOK ind #7491

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 →

Enterprise Bank and Trust Company 401(k) Plan in the asset neighbourhood

One Diversified, LLC 401(k) PlanOne Diversified, LLC 401(k) …$128MHusco International, Inc. Savings PlanHusco International, Inc. Sa…$128MHoar Holdings, LLC 401(k) Retirement PlanHoar Holdings, LLC 401(k) Re…$128MHendrick Motorsports, LLC 401(k) PlanHendrick Motorsports, LLC 40…$128MEnterprise Bank and Trust Company 401(k) PlanEnterprise Bank and Trust Co…$128M
End-of-year total assets ($M) among Enterprise Bank and Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$128M
Net Income$17M
Employer EIN042993547
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Enterprise Bank and Trust Company)

Sponsor-wide plan assets over time

All Enterprise Bank and Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$128M 39.29071298711854% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $92M $128M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 550 $92M
2023 1 574 $112M
2024 1 592 $128M

Nearby 401(k) Plans in Massachusetts

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

Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Enterprise Bank and Trust Company 401(k) Plan, Total assets ($B): 0.128072271 · Participants: 592Enterprise Bank and Trust Company 401(k) 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
Enterprise Bank and Trust Company 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Enterprise Bank and Trust Company 401(k) Plan side-by-side with 3 peers →

Enterprise Bank and Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hoar Holdings, LLC 401(k) Retirement Plan in AL ($128M); by covered participants it is Sigma Link Rehab 401(k) Plan in NY (592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (592 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 Enterprise Bank and Trust Company 401(k) Plan assets move in 2024? ▼
Enterprise Bank and Trust Company 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $112M to $128M. Reported net income was $17M.
How have Enterprise Bank and Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Enterprise Bank and Trust Company's sponsor-wide assets grew 39.3%, from $92M to $128M.
Where does Enterprise Bank and Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Enterprise Bank and Trust Company 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoar Holdings, LLC 401(k) Retirement Plan in AL ($128M, 748 participants).
Which 401(k) plans cover a similar participant headcount to Enterprise Bank and Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sigma Link Rehab 401(k) Plan in NY (592 participants, $1M 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 042993547.

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.