401(k) · DOL Form 5500 · 2022
Cooperative Banks Employees Retirement Association 401(k) Plan
Data updated 2026-08-25
- $658M
- Total assets Above avg plan size
- 3,030
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $216,997
- Avg per participant Above avg balance/head
Official DOL plan name: Cbera Plan a · Sponsored by Cooperative Banks Employees Retirement Association · Massachusetts · Finance & Insurance
$658M in assets, 3,030 participants
Cooperative Banks Employees Retirement Association's Cbera Plan a reported $658M in total assets and 3,030 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,967 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Cbera Plan a covers 3,030 participants in Massachusetts, 4.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $658M.
- #8,967
- in Finance & Insurance (9,261 peers)
- -15.0%
- assets change YoY
- 6.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cbera Plan a's outsized position by total assets
Cbera Plan a vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$657,502,283 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cbera Plan a's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbera Plan a lands in the large band (3,030 participants).
Published 5500 schedule card
Filing strip 046035593 · Cooperative Banks Employees Retirement Association PY 2022 · 401(k)
Cbera Plan a · $658M · 3,030 · 98th
- VS-ST $658M
- BOY 3,030
- SCH 98th
- EBSA 401(k)
- PART near Amerihealth Caritas 401(k) Plan
- TYPE ind #8967
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 →
Cbera Plan a in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $773M |
|---|---|
| Net Assets (End of Year) | $657M |
| Net Income | -$119M |
| Employer EIN | 046035593 |
| Plan Effective Date | 1946-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooperative Banks Employees Retirement Association)
Sponsor-wide plan assets over time
All Cooperative Banks Employees Retirement Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $944M 0.035842824759074035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,708 | $944M |
| 2023 | 2 | 3,754 | $1.0B |
| 2024 | 2 | 3,644 | $944M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Cbera Plan a's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Amerihealth Caritas 401(k) Plan in PA ($658M); by covered participants it is Omnicell, Inc. 401(k) Plan in TX (3,031 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($658M here).
- Amerihealth Caritas 401(k) Plan (PA) $658M · 7,400
- Fisher Investments 401(k) Plan (WA) $658M · 3,544
- Retirement Contribution and 403(b) Matching Plan of the University of Pennsylvania Health System (PA) $656M · 34,360
- Giant Eagle, Inc. Employee Savings Plan (PA) $659M · 13,362
Similar participant headcount
Nearest other-state filings by covered participants (3,030 participants); asset peers above are excluded.
- Omnicell, Inc. 401(k) Plan (TX) 3,031 · 1 off
- Keller North America Retirement Savings Profit Sharing Plan (MD) 3,028 · 2 off
- I. B. E. W. Local Union No. 124 401(k) Plan (MO) 3,032 · 2 off
- Carrington 401(k) Plan (CA) 3,033 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.