Defined Benefit (Pension) · DOL Form 5500 · 2022

North Brookfield Savings Bank Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
40th
Percentile by assets National rank
$286,073
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by North Brookfield Savings Bank · Sponsored by North Brookfield Savings Bank · Massachusetts · Finance & Insurance

$3M in assets, 10 participants

North Brookfield Savings Bank's Sbera Pension Plan as Adopted by North Brookfield Savings Bank reported $3M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,476 in Finance & Insurance (9,261 peers)

North Brookfield Savings Bank multi-year trail

North Brookfield Savings Bank's plans moved +18.8% in assets from 2022 to 2023; this filing shows Sbera Pension Plan as Adopted by North Brookfield Savings Bank at $3M / 10 participants.

#2,476
in Finance & Insurance (9,261 peers)
+1.5%
assets growth YoY

Sbera Pension Plan as Adopted by North Brookfield Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera Pension Plan as Adopted by North Brookfield Savings Bank vs every filed plan by assets

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

$2,860,730 40th percentile higher than 40% 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 North Brookfield Savings Bank 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 North Brookfield Savings Bank is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 041677290 · North Brookfield Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by North Brookfield Savings Bank · $3M · 10 · 40th

  • EOY $3M
  • EOY 10
  • EOY 40th
  • EOY Defined Benefit (Pension)
  • EOY near Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan
  • EOY ind #2476

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 North Brookfield Savings Bank in the asset neighbourhood

Westcorp Capital, Inc. Retirement PlanWestcorp Capital, Inc. Retir…$3MOregon Oncology Specialists, LLP Cash Balance PlanOregon Oncology Specialists,…$3MSbera Pension Plan as Adopted by North Brookfield Savings BankSbera Pension Plan as Adopte…$3MGoldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension PlanGoldman & Knell, Certified P…$3MVeterinary Medical Center Cash Balance Pension PlanVeterinary Medical Center Ca…$3M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by North Brookfield Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Brookfield Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All North Brookfield Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.75304555131033% vs 2022
2023 filing year
$2.8M$3M$3.2M$3.4M$3.6M 20222023 $2.86M $3.4M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 10 $3M

North Brookfield Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$41K
Employer EIN041677290
Plan Effective Date1981-11-01
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 North Brookfield Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by North Brookfield Savings Bank, Total assets ($B): 0.00286073 · Participants: 10Sbera Pension Plan as Adopted by North Brookfield 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 North Brookfield Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by North Brookfield Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan in CA ($3M); by covered participants it is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 North Brookfield Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by North Brookfield Savings Bank edged up modestly - up 1.5% during 2022, from $3M to $3M. Reported net income was $41K.
How have North Brookfield Savings Bank plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), North Brookfield Savings Bank's sponsor-wide assets grew 18.8%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by North Brookfield Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Goldman & Knell, Certified Public Accountants, LLP Defined Benefit Pension Plan in CA ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by North Brookfield Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rebecca Lee Dds a Dental Corp Defined Benefit Pension Plan in CA (10 participants, $600K 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 041677290.

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.