Defined Benefit (Pension) · DOL Form 5500 · 2022

Pentucket Bank Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
93
Participants Small participant base
76th
Percentile by assets National rank
$196,422
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Pentucket Bank · Sponsored by Pentucket Bank · Massachusetts · Finance & Insurance

$18M in assets, 93 participants

Pentucket Bank's Sbera Pension Plan as Adopted by Pentucket Bank reported $18M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,736 in Finance & Insurance (9,261 peers)

Where Sbera Pension Plan as Adopted by Pentucket Bank sits by assets

Sbera Pension Plan as Adopted by Pentucket Bank sits in the top quartile of all filed plans by assets, $18M for 93 participants (~$196,422/participant), down 0.8% in 2022.

#5,736
in Finance & Insurance (9,261 peers)
-0.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$18,267,224 Top 24% higher than 76% 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 Pentucket 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 Pentucket Bank is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 812054111 · Pentucket Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Pentucket Bank · $18M · 93 · 76th

  • SCH $18M
  • SCH 93
  • SCH 76th
  • SCH Defined Benefit (Pension)
  • SCH near Rotork Controls, Inc. Pension Plan
  • SCH ind #5736

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 Pentucket Bank in the asset neighbourhood

Detrex Corporation Employees' Retirement PlanDetrex Corporation Employees…$18MTrivium Defined Benefit Plan$18MSbera Pension Plan as Adopted by Pentucket BankSbera Pension Plan as Adopte…$18MRotork Controls, Inc. Pension PlanRotork Controls, Inc. Pensio…$18MThe Gradall Company Employees' Retirement PlanThe Gradall Company Employee…$18M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Pentucket 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)$18M
Net Assets (End of Year)$18M
Net Income-$139K
Employer EIN812054111
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentucket Bank)

Sponsor-wide plan assets over time

All Pentucket Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 25.96504905702793% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.7M $23.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 210 $32M
2023 3 310 $37M
2024 1 69 $24M

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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Pentucket Bank, Total assets ($B): 0.018267224 · Participants: 93Sbera Pension Plan as Adopted by Pentucket 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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Pentucket Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Rotork Controls, Inc. Pension Plan in NY ($18M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Pentucket Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Pentucket Bank held essentially flat - down 0.8% during 2022, from $18M to $18M. Reported net income was -$139K.
How have Pentucket Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentucket Bank's sponsor-wide assets declined 26.0%, from $32M to $24M.
Where does Sbera Pension Plan as Adopted by Pentucket Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Pentucket Bank ranks in the 76th 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 Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rotork Controls, Inc. Pension Plan in NY ($18M, 60 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (93 participants, $16M 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 812054111.

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.