Defined Benefit (Pension) · DOL Form 5500 · 2022

Cape Ann Savings Bank Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
69
Participants Small participant base
68th
Percentile by assets National rank
$172,021
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Cape Ann Savings Bank · Sponsored by Cape Ann Savings Bank · Massachusetts · Finance & Insurance

$12M in assets, 69 participants

Cape Ann Savings Bank's Sbera Pension Plan as Adopted by Cape Ann Savings Bank reported $12M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,813 in Finance & Insurance (9,261 peers)

Cape Ann Savings Bank multi-year trail

Cape Ann Savings Bank's plans moved +35.0% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Cape Ann Savings Bank at $12M / 69 participants.

#4,813
in Finance & Insurance (9,261 peers)
+2.1%
assets growth YoY

Sbera Pension Plan as Adopted by Cape Ann Savings Bank's outsized position by total assets

Sbera Pension Plan as Adopted by Cape Ann Savings Bank vs every filed plan by assets

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

$11,869,482 Top 32% higher than 68% 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 Pension Plan as Adopted by Cape Ann Savings Bank among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera Pension Plan as Adopted by Cape Ann Savings Bank is a small filing (69 participants) on this national headcount ladder.

DOL schedule card

Filing strip 041148820 · Cape Ann Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Cape Ann Savings Bank · $12M · 69 · 68th

  • VS-ST $12M
  • BOY 69
  • SCH 68th
  • EBSA Defined Benefit (Pension)
  • PART near Jacuzzi Brands Corp. Pension Plan
  • TYPE ind #4813

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 Pension Plan as Adopted by Cape Ann Savings Bank in the asset neighbourhood

Sba Master Defined Benefit Pension Plan for First National BankSba Master Defined Benefit P…$12MJacuzzi Brands Corp. Pension PlanJacuzzi Brands Corp. Pension…$12MNextier Bank Pension Plan$12MSbera Pension Plan as Adopted by Cape Ann Savings BankSbera Pension Plan as Adopte…$12MPribanic & Pribanic, LLC Defined Benefit Pension Plan and TrustPribanic & Pribanic, LLC Def…$12M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Cape Ann Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Cape Ann Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Cape Ann Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 34.98199337595391% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.7M $28M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 148 $21M
2023 2 154 $26M
2024 2 153 $28M

Cape Ann Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$243K
Employer EIN041148820
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Sbera Pension Plan as Adopted by Cape Ann Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Cape Ann Savings Bank, Total assets ($B): 0.011869482 · Participants: 69Sbera Pension Plan as Adopted by Cape Ann Savings BankConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Sbera Pension Plan as Adopted by Cape Ann Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Cape Ann Savings Bank side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Cape Ann Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Jacuzzi Brands Corp. Pension Plan in CA ($12M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Pension Plan as Adopted by Cape Ann Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Cape Ann Savings Bank edged up modestly - up 2.1% during 2022, from $12M to $12M. Reported net income was $243K.
How have Cape Ann Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cape Ann Savings Bank's sponsor-wide assets grew 35.0%, from $21M to $28M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Cape Ann Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jacuzzi Brands Corp. Pension Plan in CA ($12M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Cape Ann Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 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 041148820.

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.