Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EAGLE BANK

This Defined Benefit (Pension) plan holds $20M in total assets and serves 66 participants as of 2022. It is sponsored by EAGLE BANK in Massachusetts. The plan reported positive net income of $777K for the year.

Total Assets (2023)
$20M
Participants
66
Industry
Finance & Insurance

What the Filing Says About SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK

SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK is a Defined Benefit (Pension) retirement plan sponsored by EAGLE BANK, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 66 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 041295190, and the plan has been effective since 1981-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $20M at year-end — a gain of 4.0%. Net assets (after liabilities) closed the year at $20M, with reported net income of $777K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$777K
Plan TypeDefined Benefit (Pension)
Employer EIN041295190
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EAGLE BANK)

Year Plans Participants Total Assets
2022 2 140 $32M
2023 2 137 $38M
2024 1 73 $15M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK?
As of the 2022 Form 5500 filing, SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK holds $20M in total assets with 66 participants. It is sponsored by EAGLE BANK.
What type of plan is SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK?
SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK is a Defined Benefit (Pension) plan. It has been effective since 1981-11-01. The plan is filed with the U.S. Department of Labor under EIN 041295190.
Who sponsors the SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK?
SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK is sponsored by EAGLE BANK, located in Massachusetts. The sponsor's EIN is 041295190 and the plan operates in the Finance & Insurance industry.
How did SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK perform in 2022?
SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK grew by 4.0% during 2022, moving from $19M to $20M in total assets. Net income was $777K.
Where can I find official filings for SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK?
Official Form 5500 filings for SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041295190 or plan name at efast.dol.gov.
How does SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK compare to other plans?
You can compare SBERA PENSION PLAN AS ADOPTED BY EAGLE BANK against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 041295190.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.