Defined Benefit (Pension) · DOL Form 5500 · 2022

Martha's Vineyard Bank Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
90
Participants Small participant base
80th
Percentile by assets National rank
$276,579
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Martha's Vineyard Bank · Sponsored by Martha's Vineyard Bank · Massachusetts · Finance & Insurance

$25M in assets, 90 participants

Martha's Vineyard Bank's Sbera Pension Plan as Adopted by Martha's Vineyard Bank reported $25M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,355 in Finance & Insurance (9,261 peers)

Where Sbera Pension Plan as Adopted by Martha's Vineyard Bank sits by assets

Sbera Pension Plan as Adopted by Martha's Vineyard Bank sits in the top quartile of all filed plans by assets, $25M for 90 participants (~$276,579/participant), up 10.4% in 2022.

#6,355
in Finance & Insurance (9,261 peers)
+10.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sbera Pension Plan as Adopted by Martha's Vineyard Bank's outsized position by total assets

Sbera Pension Plan as Adopted by Martha's Vineyard Bank vs every filed plan by assets

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

$24,892,077 Top 20% higher than 80% 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 Martha's Vineyard 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 Martha's Vineyard Bank is a small filing (90 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 862942879 · Martha's Vineyard Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Martha's Vineyard Bank · $25M · 90 · 80th

  • IND $25M
  • EOY 90
  • 5500 80th
  • ASSETS Defined Benefit (Pension)
  • PCT near Santee Print Works Retirement Plan
  • EIN ind #6355

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 Martha's Vineyard Bank in the asset neighbourhood

Retirement Plan for Union and Non-Union Employees of Schlegel Systems, Inc.Retirement Plan for Union an…$25MRetirement Plan for Employees of International Brotherhood of Electrical Workers Local 134Retirement Plan for Employee…$25MSbera Pension Plan as Adopted by Martha's Vineyard BankSbera Pension Plan as Adopte…$25MSantee Print Works Retirement PlanSantee Print Works Retiremen…$25MEntergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$25M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Martha's Vineyard Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN862942879
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martha's Vineyard Bank)

Sponsor-wide plan assets over time

All Martha's Vineyard Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 28.317645008088316% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.9M $31.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 90 $25M
2023 1 90 $30M
2024 1 96 $32M

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 Martha's Vineyard Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Martha's Vineyard Bank, Total assets ($B): 0.024892077 · Participants: 90Sbera Pension Plan as Adopted by Martha's Vineyard 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 Martha's Vineyard Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Martha's Vineyard Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Santee Print Works Retirement Plan in SC ($25M); by covered participants it is Brandenburg Telephone Company Retirement Plan in KY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Martha's Vineyard Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Martha's Vineyard Bank grew at a solid clip - up 10.4% during 2022, from $23M to $25M. Reported net income was $2M.
How have Martha's Vineyard Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martha's Vineyard Bank's sponsor-wide assets grew 28.3%, from $25M to $32M.
Where does Sbera Pension Plan as Adopted by Martha's Vineyard Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Martha's Vineyard Bank ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Martha's Vineyard Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Santee Print Works Retirement Plan in SC ($25M, 122 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Martha's Vineyard Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brandenburg Telephone Company Retirement Plan in KY (90 participants, $45M 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 862942879.

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.