401(k) · DOL Form 5500 · 2022

Bristol County Savings Bank 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
313
Participants Below avg headcount
87th
Percentile by assets National rank
$138,717
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance

$43M in assets, 313 participants

Bristol County Savings Bank's Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported $43M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,290 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Bristol County Savings Bank covers 313 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.

#7,290
in Finance & Insurance (9,261 peers)
-19.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M 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 Bristol County Savings Bank's outsized position by total assets

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

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

$43,418,550 Top 13% higher than 87% 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 Bristol County Savings Bank among mid-size 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 Bristol County Savings Bank sits mid-pack in the medium band (313 participants).

DOL schedule card

Filing strip 043317338 · Bristol County Savings Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · $43M · 313 · 87th

  • TYPE $43M
  • NET 313
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Taurus Industrial Group 401(k) Savings Plan
  • SCH ind #7290

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 Bristol County Savings Bank in the asset neighbourhood

Khs USA, Inc. Profit Sharing PlanKhs USA, Inc. Profit Sharing…$43MSbera 401(k) Plan as Adopted by Bristol County Savings BankSbera 401(k) Plan as Adopted…$43MTaurus Industrial Group 401(k) Savings PlanTaurus Industrial Group 401(…$43MPagerduty 401(k) Plan$43MHollander Sleep Products, LLC Retirement and Savings PlanHollander Sleep Products, LL…$43M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Bristol County Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$43M
Net Income-$11M
Employer EIN043317338
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol County Savings Bank)

Sponsor-wide plan assets over time

All Bristol County Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$144M 36.44661827544983% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $144M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 611 $106M
2023 2 638 $126M
2024 2 653 $144M

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 Bristol County Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Bristol County Savings Bank, Total assets ($B): 0.04341855 · Participants: 313Sbera 401(k) Plan as Adopted by Bristol County 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 Bristol County Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Bristol County Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Taurus Industrial Group 401(k) Savings Plan in KS ($43M); by covered participants it is Harmac Medical Products, Inc. Retirement Savings Plan in NY (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Bristol County Savings Bank assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank declined sharply - down 19.6% during 2022, from $54M to $43M. Reported net income was -$11M.
How have Bristol County Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol County Savings Bank's sponsor-wide assets grew 36.4%, from $106M to $144M.
Where does Sbera 401(k) Plan as Adopted by Bristol County Savings Bank rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Bristol County Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Taurus Industrial Group 401(k) Savings Plan in KS ($43M, 1,265 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Bristol County Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Harmac Medical Products, Inc. Retirement Savings Plan in NY (313 participants, $18M 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 043317338.

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.