401(k) · DOL Form 5500 · 2022

New Haven Bank 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
18
Participants Small participant base
26th
Percentile by assets National rank
$59,855
Avg per participant Low balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by New Haven Bank · Sponsored by New Haven Bank · Connecticut · Finance & Insurance

$1M in assets, 18 participants

New Haven Bank's Sbera 401(k) Plan as Adopted by New Haven Bank reported $1M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,579 in Finance & Insurance (9,261 peers)

New Haven Bank multi-year trail

New Haven Bank's plans moved +94.3% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by New Haven Bank at $1M / 18 participants.

#1,579
in Finance & Insurance (9,261 peers)
-7.7%
assets change YoY

The plan reported a net loss of $90K 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 New Haven Bank among the smaller filed plans by assets

Sbera 401(k) Plan as Adopted by New Haven Bank vs every filed plan by assets

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

$1,077,392 26th percentile higher than 26% 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 New Haven Bank 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 New Haven Bank is a small filing (18 participants) on this national headcount ladder.

DOL schedule card

Filing strip 272158408 · New Haven Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by New Haven Bank · $1M · 18 · 26th

  • EIN $1M
  • EIN 18
  • EIN 26th
  • EIN 401(k)
  • EIN near C360 401(k)
  • EIN ind #1579

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 Connecticut →

Sbera 401(k) Plan as Adopted by New Haven Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by New Haven BankSbera 401(k) Plan as Adopted…$1MC360 401(k)$1MBene Esse Inc. Retirement PlanBene Esse Inc. Retirement Pl…$1MRichard J. Friedland, M.D. Pension PlanRichard J. Friedland, M.D. P…$1MB Bar Management Profit Sharing PlanB Bar Management Profit Shar…$1M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by New Haven Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Haven Bank multi-year asset trail

Sponsor-wide plan assets over time

All New Haven Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 94.3015169965992% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.09M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $2M
2024 1 20 $2M

New Haven Bank filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$90K
Employer EIN272158408
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Sbera 401(k) Plan as Adopted by New Haven Bank vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by New Haven Bank, Total assets ($B): 0.001077392 · Participants: 18Sbera 401(k) Plan as Adopted by New Haven BankUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Sbera 401(k) Plan as Adopted by New Haven Bank vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by New Haven Bank side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by New Haven Bank's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is C360 401(k) in MD ($1M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 New Haven Bank assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by New Haven Bank pulled back noticeably - down 7.7% during 2022, from $1M to $1M. Reported net income was -$90K.
How have New Haven Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Haven Bank's sponsor-wide assets grew 94.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by New Haven Bank? ▼
Among 401(k) plans in other states, the closest by assets is C360 401(k) in MD ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by New Haven Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A 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 272158408.

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.