401(k) · DOL Form 5500 · 2022

Athol Savings Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
82
Participants Small participant base
61st
Percentile by assets National rank
$102,755
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Athol Savings Bank · Sponsored by Athol Savings Bank · Massachusetts · Finance & Insurance

$8M in assets, 82 participants

Athol Savings Bank's Sbera 401(k) Plan as Adopted by Athol Savings Bank reported $8M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,148 in Finance & Insurance (9,261 peers)

Athol Savings Bank multi-year trail

Athol Savings Bank's plans moved +37.5% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Athol Savings Bank at $8M / 82 participants.

#4,148
in Finance & Insurance (9,261 peers)
-32.4%
assets change YoY

The plan reported a net loss of $4M 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 Athol Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

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

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

$8,425,872 Top 39% higher than 61% 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 Athol 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 Athol Savings Bank is a small filing (82 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 041046670 · Athol Savings Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Athol Savings Bank · $8M · 82 · 61st

  • 5500 $8M
  • 5500 82
  • 5500 61st
  • 5500 401(k)
  • 5500 near Martin's Bulk Milk Service, Inc. Savings Plan
  • 5500 ind #4148

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 Athol Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Athol Savings BankSbera 401(k) Plan as Adopted…$8MMartin's Bulk Milk Service, Inc. Savings PlanMartin's Bulk Milk Service, …$8MLake Area Disposal Service Inc Retirement PlanLake Area Disposal Service I…$8MFaith Christian School, Inc. 401(k) PlanFaith Christian School, Inc.…$8MHutchens Law Firm, LLP 401(k) Profit Sharing PlanHutchens Law Firm, LLP 401(k…$8M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Athol Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Athol Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Athol Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.47762198091426% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 140 $17M
2023 2 153 $21M
2024 2 151 $24M

Athol Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income-$4M
Employer EIN041046670
Plan Effective Date1995-04-01
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 Athol Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Athol Savings Bank, Total assets ($B): 0.008425872 · Participants: 82Sbera 401(k) Plan as Adopted by Athol 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 Athol Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Athol Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Martin's Bulk Milk Service, Inc. Savings Plan in WI ($8M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Athol Savings Bank assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Athol Savings Bank contracted severely - down 32.4% during 2022, from $12M to $8M. Reported net income was -$4M.
How have Athol Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athol Savings Bank's sponsor-wide assets grew 37.5%, from $17M to $24M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Athol Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Martin's Bulk Milk Service, Inc. Savings Plan in WI ($8M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Athol Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M 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 041046670.

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.