401(k) · DOL Form 5500 · 2022

Pentucket Bank 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
71st
Percentile by assets National rank
$115,182
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Pentucket Bank · Sponsored by Pentucket Bank · Massachusetts · Finance & Insurance

$13M in assets, 117 participants

Pentucket Bank's Sbera 401(k) Plan as Adopted by Pentucket Bank reported $13M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,086 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Pentucket Bank covers 117 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#5,086
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY

The plan reported a net loss of $3M 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 Pentucket Bank's outsized position by total assets

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

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

$13,476,240 Top 29% higher than 71% 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 Pentucket 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 Pentucket Bank sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 812054111 · Pentucket Bank PY 2022 · 401(k)

Sbera 401(k) Plan as Adopted by Pentucket Bank · $13M · 117 · 71st

  • IND $13M
  • EOY 117
  • 5500 71st
  • ASSETS 401(k)
  • PCT near Hirsch/Bedner Associates 401(k) Plan
  • EIN ind #5086

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 Pentucket Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Pentucket BankSbera 401(k) Plan as Adopted…$13MHirsch/Bedner Associates 401(k) PlanHirsch/Bedner Associates 401…$13MSumida America Inc. 401(k) PlanSumida America Inc. 401(k) P…$13MNovamont Retirement Savings PlanNovamont Retirement Savings …$13MQ-Edge Corporation 401(k) PlanQ-Edge Corporation 401(k) Pl…$13M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Pentucket Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN812054111
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentucket Bank)

Sponsor-wide plan assets over time

All Pentucket Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 25.96504905702793% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.7M $23.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 210 $32M
2023 3 310 $37M
2024 1 69 $24M

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 Pentucket Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Pentucket Bank, Total assets ($B): 0.01347624 · Participants: 117Sbera 401(k) Plan as Adopted by Pentucket 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 Pentucket Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Pentucket Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hirsch/Bedner Associates 401(k) Plan in CA ($13M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Pentucket Bank assets move in 2022? ▼
Sbera 401(k) Plan as Adopted by Pentucket Bank declined sharply - down 20.3% during 2022, from $17M to $13M. Reported net income was -$3M.
How have Pentucket Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentucket Bank's sponsor-wide assets declined 26.0%, from $32M to $24M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Pentucket Bank? ▼
Among 401(k) plans in other states, the closest by assets is Hirsch/Bedner Associates 401(k) Plan in CA ($13M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Pentucket Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 812054111.

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.