401(k) · DOL Form 5500 · 2024
Leader Bank 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $168,206
- Avg per participant Above avg balance/head
Official DOL plan name: Leader Bank 401(k) Plan · Sponsored by Leader Bank · Massachusetts · Finance & Insurance
$63M in assets, 372 participants
Leader Bank's Leader Bank 401(k) Plan reported $63M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,766 in Finance & Insurance (8,549 peers)
Where Leader Bank 401(k) Plan sits by assets
Leader Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 372 participants (~$168,206/participant), up 30.8% in 2024.
- #6,766
- in Finance & Insurance (8,549 peers)
- +30.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Leader Bank 401(k) Plan's outsized position by total assets
Leader Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$62,572,448 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Leader Bank 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. Leader Bank 401(k) Plan sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Leader Bank 401(k) Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Leader Bank 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Leader Bank 401(k) Plan reported participants fell from 377 in the plan year 2023 filing to 372 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043557920 · Leader Bank PY 2024 · 401(k)
Leader Bank 401(k) Plan · $63M · 372 · 87th
- EBSA $63M
- PART 372
- TYPE 87th
- NET 401(k)
- BOOK near Pep Smart National Pooled Employer Plan
- VS-ST ind #6766
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 →
Leader Bank 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $15M |
| Employer EIN | 043557920 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Leader Bank)
Sponsor-wide plan assets over time
All Leader Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 67.74921848329434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 385 | $37M |
| 2023 | 1 | 377 | $48M |
| 2024 | 1 | 372 | $63M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Leader Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Pep Smart National Pooled Employer Plan in NJ ($63M); by covered participants it is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Pep Smart National Pooled Employer Plan (NJ) $63M · 3,267
- John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan (MD) $63M · 497
- Monogram Food Solutions 401(k) Plan (TN) $63M · 3,254
- Mall of America Employee Retirement Savings Plan (MN) $63M · 1,170
Similar participant headcount
Nearest other-state filings by covered participants (372 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.