ESOP · DOL Form 5500 · 2023

New England Biolabs, Inc. ESOP

Data updated 2026-08-25

$100M
Total assets Near avg plan size
369
Participants Below avg headcount
91st
Percentile by assets National rank
$271,852
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New England Biolabs, Inc. Voting Stock Ownership Plan · Sponsored by New England Biolabs, Inc. · Massachusetts · Manufacturing

$100M in assets, 369 participants

New England Biolabs, Inc.'s New England Biolabs, Inc. Voting Stock Ownership Plan reported $100M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,258 in Manufacturing (18,722 peers)

Where New England Biolabs, Inc. Voting Stock Ownership Plan sits by assets

New England Biolabs, Inc. Voting Stock Ownership Plan sits in the top 10% of all filed plans by assets, $100M for 369 participants (~$271,852/participant), down 63.1% in 2023.

#16,258
in Manufacturing (18,722 peers)
-63.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

New England Biolabs, Inc. Voting Stock Ownership Plan's outsized position by total assets

New England Biolabs, Inc. Voting Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$100,313,456 Top 9% higher than 91% of 127,068 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 2023

New England Biolabs, Inc. Voting Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New England Biolabs, Inc. Voting Stock Ownership Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New England Biolabs, Inc. Voting Stock Ownership Plan reported net income rose from -$374M in the plan year 2022 filing to $193M in the plan year 2023 filing.
  • New England Biolabs, Inc. Voting Stock Ownership Plan end-of-year assets fell from $272M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • New England Biolabs, Inc. Voting Stock Ownership Plan reported participants fell from 386 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042631963 · New England Biolabs, Inc. PY 2023 · ESOP

New England Biolabs, Inc. Voting Stock Ownership Plan · $100M · 369 · 91st

  • RANK $100M
  • PHOTO 369
  • IND 91st
  • EOY ESOP
  • 5500 near Mypath Employee Stock Ownership Plan
  • ASSETS ind #16258

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 Biolabs, Inc. Voting Stock Ownership Plan in the asset neighbourhood

New England Biolabs, Inc. Voting Stock Ownership PlanNew England Biolabs, Inc. Vo…$100MMypath Employee Stock Ownership PlanMypath Employee Stock Owners…$100MPennoni Associates Inc. Employee Stock Ownership PlanPennoni Associates Inc. Empl…$100MNott Company Employee Stock Ownership CompanyNott Company Employee Stock …$100MMrmc ESOP$100M
End-of-year total assets ($M) among New England Biolabs, Inc. Voting Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$272M
Net Assets (End of Year)$100M
Net Income$193M
Employer EIN042631963
Plan Effective Date2021-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (New England Biolabs, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$408M 24.56464344617895% vs 2022
2024 filing year
$350M$400M$450M$500M$550M$600M 202220232024 $540M $408M ▼ -24.6%
Year Plans Participants Total Assets
2022 3 1,299 $540M
2023 3 1,261 $439M
2024 3 1,410 $408M

Nearby ESOP Plans in Massachusetts

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

New England Biolabs, Inc. Voting Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants New England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 100.313456 · Participants: 369New England Biolabs, Inc. Voting Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
New England Biolabs, Inc. Voting Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest ESOP by assets is Mypath Employee Stock Ownership Plan in WI ($100M); by covered participants it is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (369 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($100M here).

Similar participant headcount

Nearest other-state filings by covered participants (369 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New England Biolabs, Inc. Voting Stock Ownership Plan assets move in 2023?
New England Biolabs, Inc. Voting Stock Ownership Plan contracted severely - down 63.1% during 2023, from $272M to $100M. Reported net income was $193M.
How have New England Biolabs, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), New England Biolabs, Inc.'s sponsor-wide assets declined 24.6%, from $540M to $408M.
Where does New England Biolabs, Inc. Voting Stock Ownership Plan rank by assets among Form 5500 filers?
New England Biolabs, Inc. Voting Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to New England Biolabs, Inc. Voting Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Mypath Employee Stock Ownership Plan in WI ($100M, 1,696 participants).
Which ESOP plans cover a similar participant headcount to New England Biolabs, Inc. Voting Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Summit Financial Group, Inc. Employee Stock Ownership Plan in WV (369 participants, $19M in assets).