· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EASTERN BANK — CAMBRIDGE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014095150NAL0001189587001
EASTERN BANK
Form 5500
FILING_RECEIVED
CAMBRIDGE BANCORP EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
361
Accounts w/ balance
447
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EASTERN BANK
.
Find decision makers
Plan sponsor
Name
EASTERN BANK
EIN
04-3067724
Address
125 HIGH STREET · BOSTON, MA · 02110
Phone
(781) 598-7590
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $19.6M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
EASTERN BANKSHARES STOCK
—
—
$16.9M
$19.6M
100.0%
Interest Bearing Cash
—
—
$1K
$1K
<0.1%
Related plans
Similar-size Commercial Banking plans
THE FARMERS BANK
FARMERS BANK 401(K) SAVINGS PLAN
$19.6M · 158 participants
SPRINGS VALLEY BANK & TRUST COMPANY
SPRINGS VALLEY BANK & TRUST COMPANY RETIREMENT PROFIT SHARING PLAN
$19.5M · 127 participants
UNITED OVERSEAS BANK LTD
UNITED OVERSEAS BANK LTD. 401K PLAN
$19.5M · 46 participants
BCB COMMUNITY BANK
BCB COMMUNITY BANK 401(K) PLAN
$19.5M · 186 participants
HEARTLAND BANK
HEARTLAND BANK 401(K) RETIREMENT PLAN
$19.7M · 125 participants
100
Knocking points off
Top holding "EASTERN BANKSHARES STOCK" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
FIRST NORTHERN BANK & TRUST CO.
THE FIRST NORTHERN BANK & TRUST 401(K) PLAN
$19.4M · 130 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
