Defined Benefit (Pension) · DOL Form 5500 · 2022

Bristol County Savings Bank Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
298
Participants Below avg headcount
90th
Percentile by assets National rank
$208,813
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance

$62M in assets, 298 participants

Bristol County Savings Bank's Sbera Pension Plan as Adopted by Bristol County Savings Bank reported $62M in total assets and 298 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,722 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Sbera Pension Plan as Adopted by Bristol County Savings Bank covers 298 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $62M.

#7,722
in Finance & Insurance (9,261 peers)
+9.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$62,226,379 Top 10% higher than 90% 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 Bristol County 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 Bristol County Savings Bank sits mid-pack in the medium band (298 participants).

Form 5500 schedule snapshot

Filing strip 043317338 · Bristol County Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Bristol County Savings Bank · $62M · 298 · 90th

  • BOOK $62M
  • VS-ST 298
  • BOY 90th
  • SCH Defined Benefit (Pension)
  • EBSA near Indian River Memorial Hospital, Inc. Pension Plan
  • PART ind #7722

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 Bristol County Savings Bank in the asset neighbourhood

Aar Corp. Retirement Plan$62MRetirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and ORetirement Income Guarantee …$62MSbera Pension Plan as Adopted by Bristol County Savings BankSbera Pension Plan as Adopte…$62MIndian River Memorial Hospital, Inc. Pension PlanIndian River Memorial Hospit…$62MSchurz Communications, Inc. Retirement PlanSchurz Communications, Inc. …$62M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Bristol County Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$62M
Net Income$5M
Employer EIN043317338
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol County Savings Bank)

Sponsor-wide plan assets over time

All Bristol County Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$144M 36.44661827544983% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $144M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 611 $106M
2023 2 638 $126M
2024 2 653 $144M

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 Bristol County Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Bristol County Savings Bank, Total assets ($B): 0.062226379 · Participants: 298Sbera Pension Plan as Adopted by Bristol County 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 Bristol County Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Bristol County Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Indian River Memorial Hospital, Inc. Pension Plan in FL ($62M); by covered participants it is Hyster-Yale Group, Inc. Combined Pension Plan in OH (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Bristol County Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Bristol County Savings Bank grew at a solid clip - up 9.3% during 2022, from $57M to $62M. Reported net income was $5M.
How have Bristol County Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol County Savings Bank's sponsor-wide assets grew 36.4%, from $106M to $144M.
Where does Sbera Pension Plan as Adopted by Bristol County Savings Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Bristol County Savings Bank ranks in the 90th 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 Bristol County Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Indian River Memorial Hospital, Inc. Pension Plan in FL ($62M, 163 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Bristol County Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hyster-Yale Group, Inc. Combined Pension Plan in OH (298 participants, $49M 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 043317338.

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.