ESOP · DOL Form 5500 · 2024

New England Discount Retailers, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
57
Participants Small participant base
41st
Percentile by assets National rank
$85,361
Avg per participant Below avg balance/head
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Official DOL plan name: New England Discount Retailers, Inc. Employee Stock Ownership Plan · Sponsored by New England Discount Retailers, Inc. · Massachusetts · Retail Trade

$5M in assets, 57 participants

New England Discount Retailers, Inc.'s New England Discount Retailers, Inc. Employee Stock Ownership Plan reported $5M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,207 in Retail Trade (8,048 peers)

2024 asset change

New England Discount Retailers, Inc. Employee Stock Ownership Plan grew at a solid clip 8.3% in 2024 ($4M → $5M) for 57 participants.

#4,207
in Retail Trade (8,048 peers)
+8.3%
assets growth YoY

New England Discount Retailers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

New England Discount Retailers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,865,600 41st percentile higher than 41% 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

New England Discount Retailers, Inc. 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. New England Discount Retailers, Inc. Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • New England Discount Retailers, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $506K in the plan year 2024 filing.
  • New England Discount Retailers, Inc. Employee Stock Ownership Plan reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2024 filing.
  • New England Discount Retailers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043490470 · New England Discount Retailers, Inc. PY 2024 · ESOP

New England Discount Retailers, Inc. Employee Stock Ownership Plan · $5M · 57 · 41st

  • PCT $5M
  • EIN 57
  • RANK 41st
  • PHOTO ESOP
  • IND near Pacific Vascular Incorporated Employee Stock Ownership Plan
  • EOY ind #4207

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 →

New England Discount Retailers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

New England Discount Retailers, Inc. Employee Stock Ownership PlanNew England Discount Retaile…$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5MBms Direct Employee Stock Ownership PlanBms Direct Employee Stock Ow…$5MSos Steel Company, Inc. Employee Stock Ownership PlanSos Steel Company, Inc. Empl…$5MFood City Holdings, Inc. Employee Stock Ownership PlanFood City Holdings, Inc. Emp…$5M
End-of-year total assets ($M) among New England Discount Retailers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

New England Discount Retailers, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All New England Discount Retailers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.297720797720798% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M 20222024 $4.49M $4.87M ▲ +8.5%
Year Plans Participants Total Assets
2022 1 52 $4M
2024 1 57 $5M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$6M
Net Income$506K
Employer EIN043490470
Plan Effective Date2019-09-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

New England Discount Retailers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants New England Discount Retailers, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.8656 · Participants: 57New England Discount Retailers, Inc. 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
New England Discount Retailers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare New England Discount Retailers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

New England Discount Retailers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Pacific Vascular Incorporated Employee Stock Ownership Plan in WA ($5M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 New England Discount Retailers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
New England Discount Retailers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.3% during 2024, from $4M to $5M. Reported net income was $506K.
How have New England Discount Retailers, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), New England Discount Retailers, Inc.'s sponsor-wide assets grew 8.3%, from $4M to $5M.
Which ESOP plans are similar in size to New England Discount Retailers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Vascular Incorporated Employee Stock Ownership Plan in WA ($5M, 67 participants).
Which ESOP plans cover a similar participant headcount to New England Discount Retailers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 043490470.

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.