Defined Benefit (Pension) · DOL Form 5500 · 2022

Depositors Insurance Fund Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
6
Participants Small participant base
58th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbera Pension Plan as Adopted by Depositors Insurance Fund · Sponsored by Depositors Insurance Fund · Massachusetts · Finance & Insurance

$7M in assets, 6 participants

Depositors Insurance Fund's Sbera Pension Plan as Adopted by Depositors Insurance Fund reported $7M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,874 in Finance & Insurance (9,261 peers)

Depositors Insurance Fund multi-year trail

Depositors Insurance Fund's plans moved +15.5% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Depositors Insurance Fund at $7M / 6 participants.

#3,874
in Finance & Insurance (9,261 peers)
+5.8%
assets growth YoY

Sbera Pension Plan as Adopted by Depositors Insurance Fund's mid-pack asset rank among Finance & Insurance and all filers

Sbera Pension Plan as Adopted by Depositors Insurance Fund vs every filed plan by assets

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

$7,274,069 Top 42% higher than 58% 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 Depositors Insurance Fund among micro 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 Depositors Insurance Fund is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 041647690 · Depositors Insurance Fund PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Depositors Insurance Fund · $7M · 6 · 58th

  • PCT $7M
  • PCT 6
  • PCT 58th
  • PCT Defined Benefit (Pension)
  • PCT near Hughes Hubbard & Reed Cash Balance Plan
  • PCT ind #3874

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 Depositors Insurance Fund in the asset neighbourhood

Sbera Pension Plan as Adopted by Depositors Insurance FundSbera Pension Plan as Adopte…$7MHughes Hubbard & Reed Cash Balance PlanHughes Hubbard & Reed Cash B…$7MPension Fund of Moving Picture Machine Operators Union of Greater New York, Local 306Pension Fund of Moving Pictu…$7MSouthern Oregon Orthopedics, Inc. Cash Balance PlanSouthern Oregon Orthopedics,…$7MSdi Technologies Inc. Pension PlanSdi Technologies Inc. Pensio…$7M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Depositors Insurance Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Depositors Insurance Fund multi-year asset trail

Sponsor-wide plan assets over time

All Depositors Insurance Fund plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.480281202092419% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13M $15M ▲ +15.5%
Year Plans Participants Total Assets
2022 2 14 $13M
2023 2 12 $14M
2024 2 12 $15M

Depositors Insurance Fund filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$396K
Employer EIN041647690
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 Depositors Insurance Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Depositors Insurance Fund, Total assets ($B): 0.007274069 · Participants: 6Sbera Pension Plan as Adopted by Depositors Insurance FundConsolidated 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 Depositors Insurance Fund vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Depositors Insurance Fund side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Depositors Insurance Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Hughes Hubbard & Reed Cash Balance Plan in NY ($7M); by covered participants it is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Depositors Insurance Fund assets move in 2022? ▼
Sbera Pension Plan as Adopted by Depositors Insurance Fund grew at a solid clip - up 5.8% during 2022, from $7M to $7M. Reported net income was $396K.
How have Depositors Insurance Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Depositors Insurance Fund's sponsor-wide assets grew 15.5%, from $13M to $15M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Depositors Insurance Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hughes Hubbard & Reed Cash Balance Plan in NY ($7M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Depositors Insurance Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wuiteng Koh, Dds, Ms, Ps Defined Benefit Plan in WA (6 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 041647690.

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.