Filings through .
Enterprise Bank & Trust
Matched across 47 name variants in the filings
Enterprise Bank & Trust summary
Enterprise Bank & Trust appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.1B in assets for 104,655 participants. The median client plan holds $35.7M. Most client plans are sponsored in MO, WI and CA. The largest clients by plan assets are The Prudential Insurance Company of America, Hewlett Packard Enterprise and Woodman's Food Market, Inc.. Plans reported $587K in direct and indirect compensation paid to Enterprise Bank & Trust. The median is $23K per plan.
- Participants
- 104,655
- Median plan assets
- $35.7M
- Median plan participants
- 413
- Median fees per plan
- $23K
- Schedule C direct + indirect
Top 23 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Prudential Insurance Company of America | NJ | $12.2B | 42,793 |
| Hewlett Packard Enterprise | TX | $9.5B | 31,027 |
| Woodman's Food Market, Inc. | WI | $796M | 3,397 |
| Joint Board of Trustees of District 9 I.A.M & A.W. Pension Trust | MO | $783M | 13,685 |
| Rubinbrown LLP | MO | $204M | 1,225 |
| Public Health Foundation Enterprises, Inc., Dba Heluna Health | CA | $200M | 3,407 |
| Trustees of Glaziers & Glassworkers Local Union 513 Pension Fund | MO | $84.0M | 405 |
| SV-DVS Holdings, LLC. | PA | $53.2M | 310 |
| Citizens Memorial Hospital District | MO | $42.5M | 3,031 |
| Erp International, LLC | MD | $41.1M | 1,165 |
| Midwest Bancorporation, Inc | MO | $37.3M | 233 |
| McCormack Baron Salazar, Inc. | MO | $35.7M | 1,059 |
| Centurion Investments, Inc. | MO | $26.6M | 227 |
| VSM Abrasives Corporation | MO | $25.5M | 190 |
| Tronicom Corporation | MO | $25.2M | 437 |
| Zoltek Corporation | MO | $24.2M | 413 |
| Group 360, Inc. | MO | $19.7M | 182 |
| Badger Corrugating Company | WI | $17.3M | 144 |
| Wilson Manufacturing Company, Inc. | MO | $15.9M | 168 |
| Examinetics, Inc. | KS | $14.7M | 422 |
| Packaging Concepts Inc | MO | $11.9M | 395 |
| Food Service Consultants Inc | MO | $1.8M | 340 |
| Fellers, LLC | OK | $0 | 0 |
- NJParticipants 42,793
- TXParticipants 31,027
- WIParticipants 3,397
- MOParticipants 13,685
- Rubinbrown LLP$204MMOParticipants 1,225
- CAParticipants 3,407
- MOParticipants 405
- SV-DVS Holdings, LLC.$53.2MPAParticipants 310
- MOParticipants 3,031
- Erp International, LLC$41.1MMDParticipants 1,165
- MOParticipants 233
- MOParticipants 1,059
- MOParticipants 227
- MOParticipants 190
- Tronicom Corporation$25.2MMOParticipants 437
- Zoltek Corporation$24.2MMOParticipants 413
- Group 360, Inc.$19.7MMOParticipants 182
- WIParticipants 144
- MOParticipants 168
- Examinetics, Inc.$14.7MKSParticipants 422
- Packaging Concepts Inc$11.9MMOParticipants 395
- MOParticipants 340
- OKParticipants 0
Top client states
- MO14 plans
- WI2 plans
- CA1 plan
- KS1 plan
- MD1 plan
Frequently asked questions
- Who uses Enterprise Bank & Trust?
- 23 retirement plans list Enterprise Bank & Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Prudential Insurance Company of America, Hewlett Packard Enterprise, Woodman's Food Market, Inc., Joint Board of Trustees of District 9 I.A.M & A.W. Pension Trust and Rubinbrown LLP. Most client plans are sponsored in MO, WI and CA.
- How many plans does Enterprise Bank & Trust serve?
- Enterprise Bank & Trust serves 23 retirement plans with $24.1B in plan assets and 104,655 participants, based on the latest Form 5500 filings through 2024.
- What does Enterprise Bank & Trust charge?
- Plans reported $587K in total Schedule C compensation paid to Enterprise Bank & Trust. The median plan paid $23K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served23-3 YoYRank #502 of mapped providers
Assets under administration$24.1B0.1%Rank #137 by share of filed assets
Fees received$586,828Median $22,600/planSum across Schedule C direct + indirect
Net wins YoY+711 won - 4 lostPlan-level switch detection
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