Defined Benefit (Pension) · DOL Form 5500 · 2022

Sugar River Bank Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
27
Participants Small participant base
64th
Percentile by assets National rank
$348,617
Avg per participant High balance/head
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Official DOL plan name: Sugar River Bank Pension Plan · Sponsored by Sugar River Bank · New Hampshire · Finance & Insurance

$9M in assets, 27 participants

Sugar River Bank's Sugar River Bank Pension Plan reported $9M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,355 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 Pension Plan at $9M / 27 participants.

#4,355
in Finance & Insurance (9,261 peers)
-24.7%
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.

Sugar River Bank Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Sugar River Bank Pension Plan vs every filed plan by assets

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

$9,412,666 Top 36% higher than 64% 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 Pension 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 Pension Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 020195180 · Sugar River Bank PY 2022 · Defined Benefit (Pension)

Sugar River Bank Pension Plan · $9M · 27 · 64th

  • TYPE $9M
  • NET 27
  • BOOK 64th
  • VS-ST Defined Benefit (Pension)
  • BOY near Oregon Processors Seasonal Employees Pension Plan
  • SCH ind #4355

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 Pension Plan in the asset neighbourhood

Cancer Partners of Nebraska Cash Balance PlanCancer Partners of Nebraska …$9MPension Plan for Hourly Rate Employees of Performance Pipe at Bloomfield & Fairfield, IowaPension Plan for Hourly Rate…$9MAtkins & Pearce Retirement PlanAtkins & Pearce Retirement P…$9MSugar River Bank Pension Plan$9MOregon Processors Seasonal Employees Pension PlanOregon Processors Seasonal E…$9M
End-of-year total assets ($M) among Sugar River Bank Pension Plan and nearest nationwide Defined Benefit (Pension) 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)$12M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN020195180
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Sugar River Bank Pension Plan, Total assets ($M): 9.412666 · Participants: 27Sugar River Bank Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 621.458768 · Participants: 1798Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital - Laconia, Total assets ($M): 343.295002 · Participants: 721Retirement Plan for Employees of Concord Hospital - LaconiaElliot Health System Pension Plan, Total assets ($M): 285.729766 · Participants: 568Elliot Health System Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 209.216781 · Participants: 325Osram Sylvania Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 206.287725 · Participants: 438Catholic Medical Center Pension Plan
Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Sugar River Bank Pension Plan side-by-side with 3 peers →

Sugar River Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Oregon Processors Seasonal Employees Pension Plan in OR ($9M); by covered participants it is The Engineered Wood Association Employees' Pension Plan in WA (27 participants). Same-state nearby plans are listed separately above.

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 Pension Plan assets move in 2022? ▼
Sugar River Bank Pension Plan declined sharply - down 24.7% during 2022, from $12M to $9M. Reported net income was -$3M.
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 Defined Benefit (Pension) plans are similar in size to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oregon Processors Seasonal Employees Pension Plan in OR ($9M, 1,438 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Engineered Wood Association Employees' Pension Plan in WA (27 participants, $16M 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.