ESOP · DOL Form 5500 · 2024

New England Biolabs, Inc. ESOP

Data updated 2026-08-25

$79M
Total assets Below avg plan size
424
Participants Below avg headcount
89th
Percentile by assets National rank
$185,310
Avg per participant Above avg balance/head
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Official DOL plan name: New England Biolabs, Inc. Voting Stock Ownership Plan · Sponsored by New England Biolabs, Inc. · Massachusetts · Manufacturing

$79M in assets, 424 participants

New England Biolabs, Inc.'s New England Biolabs, Inc. Voting Stock Ownership Plan reported $79M in total assets and 424 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,799 in Manufacturing (17,777 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 quartile of all filed plans by assets, $79M for 424 participants (~$185,310/participant), down 21.7% in 2024.

#14,799
in Manufacturing (17,777 peers)
-21.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$78,571,398 Top 11% higher than 89% 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 Biolabs, Inc. Voting Stock Ownership 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. New England Biolabs, Inc. Voting Stock Ownership Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New England Biolabs, Inc. Voting Stock Ownership Plan reported net income fell from $193M in the plan year 2023 filing to -$21M in the plan year 2024 filing.
  • New England Biolabs, Inc. Voting Stock Ownership Plan end-of-year assets fell from $100M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • New England Biolabs, Inc. Voting Stock Ownership Plan reported participants rose from 369 in the plan year 2023 filing to 424 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042631963 · New England Biolabs, Inc. PY 2024 · ESOP

New England Biolabs, Inc. Voting Stock Ownership Plan · $79M · 424 · 89th

  • VS-ST $79M
  • BOY 424
  • SCH 89th
  • EBSA ESOP
  • PART near Aerotech, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #14799

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

Aerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$79MNew England Biolabs, Inc. Voting Stock Ownership PlanNew England Biolabs, Inc. Vo…$79MReliance, Inc. Employee Stock Ownership PlanReliance, Inc. Employee Stoc…$78MGodshall's Quality Meats Employee Stock Ownership PlanGodshall's Quality Meats Emp…$78MState Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$78M
End-of-year total assets ($M) among New England Biolabs, Inc. Voting Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$78M
Net Income-$21M
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): 78.571398 · Participants: 424New England Biolabs, Inc. Voting 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 Biolabs, Inc. Voting Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare New England Biolabs, Inc. Voting Stock Ownership Plan side-by-side with 3 peers →

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 Aerotech, Inc. Employee Stock Ownership Plan and Trust in PA ($79M); by covered participants it is Max Auto Supply Company Employee Stock Ownership Plan in OH (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 Biolabs, Inc. Voting Stock Ownership Plan assets move in 2024? ▼
New England Biolabs, Inc. Voting Stock Ownership Plan declined sharply - down 21.7% during 2024, from $100M to $79M. Reported net income was -$21M.
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 89th 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 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 Aerotech, Inc. Employee Stock Ownership Plan and Trust in PA ($79M, 452 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 Max Auto Supply Company Employee Stock Ownership Plan in OH (424 participants, $197M 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 042631963.

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.