401(k) · DOL Form 5500 · 2022

Dedham Institution for Savings 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
219
Participants Below avg headcount
86th
Percentile by assets National rank
$180,915
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Dedham Institution for Savings · Sponsored by Dedham Institution for Savings · Massachusetts · Finance & Insurance

$40M in assets, 219 participants

Dedham Institution for Savings's Sbera 401(k) Plan as Adopted by Dedham Institution for Savings reported $40M in total assets and 219 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,172 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings covers 219 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $40M.

#7,172
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M 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 Dedham Institution for Savings's outsized position by total assets

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings vs every filed plan by assets

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

$39,620,450 Top 14% higher than 86% 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 Dedham Institution for Savings 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 Dedham Institution for Savings sits mid-pack in the medium band (219 participants).

Plan-year Form 5500 strip

Filing strip 041238700 · Dedham Institution for Savings PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings · $40M · 219 · 86th

  • NET $40M
  • NET 219
  • NET 86th
  • NET 401(k)
  • NET near Dungarvin 401(k) Retirement Plan
  • NET ind #7172

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 Dedham Institution for Savings in the asset neighbourhood

Waterton 401(k) Profit Sharing PlanWaterton 401(k) Profit Shari…$40MSbera 401(k) Plan as Adopted by Dedham Institution for SavingsSbera 401(k) Plan as Adopted…$40MDungarvin 401(k) Retirement PlanDungarvin 401(k) Retirement …$40MPec Solutions, LLC Profit Sharing and 401(k) PlanPec Solutions, LLC Profit Sh…$40MStandard Profit Sharing Plan Plus 401(k) PlanStandard Profit Sharing Plan…$40M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Dedham Institution for Savings and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$40M
Net Income-$8M
Employer EIN041238700
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dedham Institution for Savings)

Sponsor-wide plan assets over time

All Dedham Institution for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$52M 38.13265685195418% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $84.8M $52.5M ▼ -38.1%
Year Plans Participants Total Assets
2022 2 396 $85M
2023 1 226 $46M
2024 1 226 $52M

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 Dedham Institution for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Dedham Institution for Savings, Total assets ($B): 0.03962045 · Participants: 219Sbera 401(k) Plan as Adopted by Dedham Institution for SavingsFidelity 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 Dedham Institution for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Dedham Institution for Savings side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Dungarvin 401(k) Retirement Plan in MN ($40M); by covered participants it is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Dedham Institution for Savings assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Dedham Institution for Savings declined sharply - down 16.5% during 2022, from $47M to $40M. Reported net income was -$8M.
How have Dedham Institution for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dedham Institution for Savings's sponsor-wide assets declined 38.1%, from $85M to $52M.
Where does Sbera 401(k) Plan as Adopted by Dedham Institution for Savings rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Dedham Institution for Savings ranks in the 86th 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 Dedham Institution for Savings? ▼
Among 401(k) plans in other states, the closest by assets is Dungarvin 401(k) Retirement Plan in MN ($40M, 4,506 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Dedham Institution for Savings? ▼
Among 401(k) plans in other states, the closest by covered participants is Metal Matic, Inc. Minneapolis Union Employees' 401(k) Plan in MN (219 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 041238700.

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.