401(k) · DOL Form 5500 · 2022

Washington Savings Bank 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
34
Participants Small participant base
43rd
Percentile by assets National rank
$99,397
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbera 401(k) Plan as Adopted by Washington Savings Bank · Sponsored by Washington Savings Bank · Massachusetts · Finance & Insurance

$3M in assets, 34 participants

Washington Savings Bank's Sbera 401(k) Plan as Adopted by Washington Savings Bank reported $3M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,692 in Finance & Insurance (9,261 peers)

Washington Savings Bank multi-year trail

Washington Savings Bank's plans moved +31.4% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Washington Savings Bank at $3M / 34 participants.

#2,692
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY

The plan reported a net loss of $555K 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 Washington Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by Washington Savings Bank vs every filed plan by assets

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

$3,379,494 43rd percentile higher than 43% 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 Washington Savings 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 Washington Savings Bank is a small filing (34 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041949430 · Washington Savings Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Washington Savings Bank · $3M · 34 · 43rd

  • EOY $3M
  • EOY 34
  • EOY 43rd
  • EOY 401(k)
  • EOY near Fiore Retirement Savings Plan
  • EOY ind #2692

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 Washington Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Washington Savings BankSbera 401(k) Plan as Adopted…$3MFiore Retirement Savings Plan$3MShopperschoice/Blaze 401(k) PlanShopperschoice/Blaze 401(k) …$3MThe Zoo Digital Production 401(k) PlanThe Zoo Digital Production 4…$3MNims Associates, Inc. 401(k) PlanNims Associates, Inc. 401(k)…$3M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Washington Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Washington Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.44381202602089% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.4M $18.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 2 67 $14M
2023 2 68 $17M
2024 2 71 $19M

Washington Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$555K
Employer EIN041949430
Plan Effective Date1999-01-01
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 Washington Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Washington Savings Bank, Total assets ($B): 0.003379494 · Participants: 34Sbera 401(k) Plan as Adopted by Washington Savings BankFidelity 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 Washington Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Fiore Retirement Savings Plan in WI ($3M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Washington Savings Bank assets move in 2022?
Sbera 401(k) Plan as Adopted by Washington Savings Bank pulled back noticeably - down 14.1% during 2022, from $4M to $3M. Reported net income was -$555K.
How have Washington Savings Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Washington Savings Bank's sponsor-wide assets grew 31.4%, from $14M to $19M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Washington Savings Bank?
Among 401(k) plans in other states, the closest by assets is Fiore Retirement Savings Plan in WI ($3M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Washington Savings Bank?
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (34 participants, $3M in assets).