401(k) · DOL Form 5500 · 2024

New England Business Trust 401(k) Plan

Data updated 2026-08-11

$46M
Total assets
135
Participants
83rd
Percentile by assets
$339,088
Avg per participant
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Official DOL plan name: New England Business Trust Section 401(k) Plan · Sponsored by New England Business Trust · Massachusetts · Real Estate

$46M in assets, 135 participants

New England Business Trust's New England Business Trust Section 401(k) Plan reported $46M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #4,267 in Real Estate (4,605 peers)

Coverage in Massachusetts

New England Business Trust Section 401(k) Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.

$46M
total plan assets (2024 EOY)
135
covered participants
83rd
percentile by assets (of 123,622 plans)
$339,088
avg assets per participant

Where New England Business Trust Section 401(k) Plan sits by total assets

New England Business Trust Section 401(k) Plan vs every filed plan by assets

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

$45,776,906 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New England Business Trust Section 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • New England Business Trust Section 401(k) Plan reported participants fell from 147 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • New England Business Trust Section 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Real Estate

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. New England Business Trust Section 401(k) Plan reports 135 participants - about 21% of that state average ($46M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN042780064
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Business Trust)

$35M$40M$45M$50M 202220232024 $36M $45.8M ▲ +27.0%
Total plan assets by year, all New England Business Trust plans on file
Year Plans Participants Total Assets
2022 1 150 $36M
2023 1 147 $41M
2024 1 135 $46M

Nearby 401(k) Plans in Massachusetts

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

New England Business Trust Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants New England Business…, Total assets ($B): 0.045776906 · Participants: 135New England Business…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
New England Business Trust Section 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare New England Business Trust Section 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New England Business Trust Section 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did New England Business Trust Section 401(k) Plan assets move in 2024? ▼
New England Business Trust Section 401(k) Plan grew at a solid clip - up 11.6% during 2024, from $41M to $46M. Reported net income was $5M.
How have New England Business Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New England Business Trust's sponsor-wide assets grew 27.0%, from $36M to $46M.
Where does New England Business Trust Section 401(k) Plan rank by assets among Form 5500 filers? ▼
New England Business Trust Section 401(k) Plan ranks in the 83rd 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 New England Business Trust Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Majestic Steel USA, Inc. 401(k) Profit Sharing Plan & Trust in OH ($46M, 387 participants).

Next read for New England Business Trust Section 401(k…

Filing takeaways

Ways to act on New England Business Trust Section 401(k) Plan's numbers.

  • By total assets, New England Business Trust Section 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • New England Business Trust's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Real Estate plans

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 042780064.

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.