401(k) · DOL Form 5500 · 2022

Sugar River Bank 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
74
Participants Small participant base
57th
Percentile by assets National rank
$90,546
Avg per participant Below avg balance/head
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Official DOL plan name: Sugar River Bank 401(k) Plan · Sponsored by Sugar River Bank · New Hampshire · Finance & Insurance

$7M in assets, 74 participants

Sugar River Bank's Sugar River Bank 401(k) Plan reported $7M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,727 in Finance & Insurance (9,261 peers)

Sugar River Bank multi-year trail

Sugar River Bank's plans moved +16.3% in assets from 2022 to 2024; this filing shows Sugar River Bank 401(k) Plan at $7M / 74 participants.

#3,727
in Finance & Insurance (9,261 peers)
-24.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sugar River Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sugar River Bank 401(k) Plan vs every filed plan by assets

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

$6,700,406 Top 43% higher than 57% 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

Sugar River Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugar River Bank 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 020195180 · Sugar River Bank PY 2022 · 401(k)

Sugar River Bank 401(k) Plan · $7M · 74 · 57th

  • VS-ST $7M
  • VS-ST 74
  • VS-ST 57th
  • VS-ST 401(k)
  • VS-ST near Munro & Company, Inc. Retirement Savings Plan
  • VS-ST ind #3727

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 New Hampshire →

Sugar River Bank 401(k) Plan in the asset neighbourhood

Sugar River Bank 401(k) Plan$7MMunro & Company, Inc. Retirement Savings PlanMunro & Company, Inc. Retire…$7MTrinova, Inc. 401(k) Plan$7MOxford Biomedica Solutions 401(k) PlanOxford Biomedica Solutions 4…$7MMann Lake Ltd 401(k) Plan$7M
End-of-year total assets ($M) among Sugar River Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sugar River Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sugar River Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.28264926762569% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $18.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 101 $16M
2023 2 99 $18M
2024 2 98 $19M

Sugar River Bank filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN020195180
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sugar River Bank 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Sugar River Bank 401(k) Plan, Total assets ($M): 6.700406 · Participants: 74Sugar River Bank 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Sugar River Bank 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Sugar River Bank 401(k) Plan side-by-side with 3 peers →

Sugar River Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Munro & Company, Inc. Retirement Savings Plan in AR ($7M); by covered participants it is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Sugar River Bank 401(k) Plan assets move in 2022? ▼
Sugar River Bank 401(k) Plan declined sharply - down 24.9% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Sugar River Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugar River Bank's sponsor-wide assets grew 16.3%, from $16M to $19M.
Which 401(k) plans are similar in size to Sugar River Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Munro & Company, Inc. Retirement Savings Plan in AR ($7M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Sugar River Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perkins Motor Plex LLC Safe Harbor 401(k) Plan in KY (74 participants, $3M 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 020195180.

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.