401(k) · DOL Form 5500 · 2022

Rollstone Bank and Trust 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
106
Participants Small participant base
73rd
Percentile by assets National rank
$143,380
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust · Sponsored by Rollstone Bank and Trust · Massachusetts · Finance & Insurance

$15M in assets, 106 participants

Rollstone Bank and Trust's Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust reported $15M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,347 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust covers 106 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#5,347
in Finance & Insurance (9,261 peers)
-20.4%
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 Rollstone Bank and Trust's outsized position by total assets

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust vs every filed plan by assets

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

$15,198,291 Top 27% higher than 73% 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 Rollstone Bank and Trust 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 Rollstone Bank and Trust sits mid-pack in the medium band (106 participants).

Published 5500 schedule card

Filing strip 041328870 · Rollstone Bank and Trust PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust · $15M · 106 · 73rd

  • IND $15M
  • EOY 106
  • 5500 73rd
  • ASSETS 401(k)
  • PCT near Percheron, LLC 401(k) Profit Sharing Plan
  • EIN ind #5347

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 Rollstone Bank and Trust in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$15MPercheron, LLC 401(k) Profit Sharing PlanPercheron, LLC 401(k) Profit…$15MGreater Twin Cities United Way 401(k) PlanGreater Twin Cities United W…$15MClementina-Clemco Group 401(k) Profit Sharing Plan & TrustClementina-Clemco Group 401(…$15MMosaic Dental Collective 401(k) PlanMosaic Dental Collective 401…$15M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN041328870
Plan Effective Date1996-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Rollstone Bank and Trust)

Sponsor-wide plan assets over time

All Rollstone Bank and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.6511077462591% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 106 $15M
2023 1 108 $18M
2024 1 106 $19M

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 Rollstone Bank and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust, Total assets ($B): 0.015198291 · Participants: 106Sbera 401(k) Plan as Adopted by Rollstone Bank and TrustFidelity 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 Rollstone Bank and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Percheron, LLC 401(k) Profit Sharing Plan in TX ($15M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Rollstone Bank and Trust assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust declined sharply - down 20.4% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Rollstone Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rollstone Bank and Trust's sponsor-wide assets grew 25.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Percheron, LLC 401(k) Profit Sharing Plan in TX ($15M, 590 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 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 041328870.

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.