401(k) · DOL Form 5500 · 2022

Massachusetts Bankers Association 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
58th
Percentile by assets National rank
$513,542
Avg per participant High balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association · Sponsored by Massachusetts Bankers Association · Massachusetts · Finance & Insurance

$7M in assets, 14 participants

Massachusetts Bankers Association's Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association reported $7M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,853 in Finance & Insurance (9,261 peers)

Massachusetts Bankers Association multi-year trail

Massachusetts Bankers Association's plans moved +22.7% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association at $7M / 14 participants.

#3,853
in Finance & Insurance (9,261 peers)
-27.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,189,587 Top 42% higher than 58% of 139,123 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 2022

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 041589780 · Massachusetts Bankers Association PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association · $7M · 14 · 58th

  • PART $7M
  • PART 14
  • PART 58th
  • PART 401(k)
  • PART near Arrow Electric Co Inc Retirement Plan
  • PART ind #3853

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationSbera 401(k) Plan as Adopted…$7MArrow Electric Co Inc Retirement PlanArrow Electric Co Inc Retire…$7MBueno Foods 401(k) Plan$7MJ & M Plating, Inc. Employee Retirement PlanJ & M Plating, Inc. Employee…$7MFlorida State University Credit Union 401(k) Plan and TrustFlorida State University Cre…$7M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts Bankers Association multi-year asset trail

Sponsor-wide plan assets over time

All Massachusetts Bankers Association plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.65249749489963% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $21.9M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 26 $18M
2023 2 24 $20M
2024 2 31 $22M

Massachusetts Bankers Association filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN041589780
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association, Total assets ($B): 0.007189587 · Participants: 14Sbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Arrow Electric Co Inc Retirement Plan in KY ($7M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association declined sharply - down 27.0% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Massachusetts Bankers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Bankers Association's sponsor-wide assets grew 22.7%, from $18M to $22M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association? ▼
Among 401(k) plans in other states, the closest by assets is Arrow Electric Co Inc Retirement Plan in KY ($7M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041589780.

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.