Defined Benefit (Pension) · DOL Form 5500 · 2022

Athol Savings Bank Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
58
Participants Small participant base
62nd
Percentile by assets National rank
$149,745
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Athol Savings Bank · Sponsored by Athol Savings Bank · Massachusetts · Finance & Insurance

$9M in assets, 58 participants

Athol Savings Bank's Sbera Pension Plan as Adopted by Athol Savings Bank reported $9M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,204 in Finance & Insurance (9,261 peers)

Athol Savings Bank multi-year trail

Athol Savings Bank's plans moved +37.5% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Athol Savings Bank at $9M / 58 participants.

#4,204
in Finance & Insurance (9,261 peers)
+4.5%
assets growth YoY

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

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

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

$8,685,227 Top 38% higher than 62% 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 Athol 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 Athol Savings Bank is a small filing (58 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 041046670 · Athol Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Athol Savings Bank · $9M · 58 · 62nd

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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 Athol Savings Bank in the asset neighbourhood

The Retirement Plan for Designated Bargaining Employees of Crane Carrier CompanyThe Retirement Plan for Desi…$9MAgraria Insurance Company Pension PlanAgraria Insurance Company Pe…$9MSbera Pension Plan as Adopted by Athol Savings BankSbera Pension Plan as Adopte…$9MTotes Isotoner Corporation Employees' Pension PlanTotes Isotoner Corporation E…$9MEast Bay Cardiovascular and Thoracic Associates Defined Benefit Plan & TrustEast Bay Cardiovascular and …$9M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Athol Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Athol Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Athol Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.47762198091426% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 140 $17M
2023 2 153 $21M
2024 2 151 $24M

Athol Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$375K
Employer EIN041046670
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 Athol Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Athol Savings Bank, Total assets ($B): 0.008685227 · Participants: 58Sbera Pension Plan as Adopted by Athol 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 Athol Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Athol Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Totes Isotoner Corporation Employees' Pension Plan in OH ($9M); by covered participants it is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 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 Sbera Pension Plan as Adopted by Athol Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Athol Savings Bank edged up modestly - up 4.5% during 2022, from $8M to $9M. Reported net income was $375K.
How have Athol Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athol Savings Bank's sponsor-wide assets grew 37.5%, from $17M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Athol Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Totes Isotoner Corporation Employees' Pension Plan in OH ($9M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Athol Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants, $9M 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 041046670.

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.