Defined Benefit (Pension) · DOL Form 5500 · 2022

Middlesex Savings Bank Pension Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
407
Participants Below avg headcount
94th
Percentile by assets National rank
$348,906
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Middlesex Savings Bank · Sponsored by Middlesex Savings Bank · Massachusetts · Finance & Insurance

$142M in assets, 407 participants

Middlesex Savings Bank's Sbera Pension Plan as Adopted by Middlesex Savings Bank reported $142M in total assets and 407 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,407 in Finance & Insurance (9,261 peers)

Where Sbera Pension Plan as Adopted by Middlesex Savings Bank sits by assets

Sbera Pension Plan as Adopted by Middlesex Savings Bank sits in the top 10% of all filed plans by assets, $142M for 407 participants (~$348,906/participant), up 2.5% in 2022.

#8,407
in Finance & Insurance (9,261 peers)
+2.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sbera Pension Plan as Adopted by Middlesex Savings Bank's outsized position by total assets

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

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

$142,004,616 Top 6% higher than 94% 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 Middlesex Savings Bank among mid-size 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 Middlesex Savings Bank sits mid-pack in the medium band (407 participants).

EBSA filing schedule strip

Filing strip 270402195 · Middlesex Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Middlesex Savings Bank · $142M · 407 · 94th

  • NET $142M
  • NET 407
  • NET 94th
  • NET Defined Benefit (Pension)
  • NET near Acco Brands Corporation Pension Plan
  • NET ind #8407

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 Middlesex Savings Bank in the asset neighbourhood

Cablevision Cash Balance Pension PlanCablevision Cash Balance Pen…$142MOshkosh Corporation Hourly Employees' Retirement PlanOshkosh Corporation Hourly E…$142MAcco Brands Corporation Pension PlanAcco Brands Corporation Pens…$142MSbera Pension Plan as Adopted by Middlesex Savings BankSbera Pension Plan as Adopte…$142MRoofers Union Local 30 Combined Pension FundRoofers Union Local 30 Combi…$142M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Middlesex Savings 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)$139M
Net Assets (End of Year)$142M
Net Income$3M
Employer EIN270402195
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex Savings Bank)

Sponsor-wide plan assets over time

All Middlesex Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$289M 29.270016811716026% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $223M $289M ▲ +29.3%
Year Plans Participants Total Assets
2022 2 907 $223M
2023 2 884 $263M
2024 2 914 $289M

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 Middlesex Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Middlesex Savings Bank, Total assets ($B): 0.142004616 · Participants: 407Sbera Pension Plan as Adopted by Middlesex 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 Middlesex Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Middlesex Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Acco Brands Corporation Pension Plan in IL ($142M); by covered participants it is Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company in OR (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($142M here).

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 Middlesex Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Middlesex Savings Bank edged up modestly - up 2.5% during 2022, from $139M to $142M. Reported net income was $3M.
How have Middlesex Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex Savings Bank's sponsor-wide assets grew 29.3%, from $223M to $289M.
Where does Sbera Pension Plan as Adopted by Middlesex Savings Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Middlesex Savings Bank ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Middlesex Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Acco Brands Corporation Pension Plan in IL ($142M, 574 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Middlesex Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company in OR (407 participants, $280M 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 270402195.

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.