Defined Benefit (Pension) · DOL Form 5500 · 2022

Winchester Savings Bank Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
58
Participants Small participant base
74th
Percentile by assets National rank
$285,844
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbera Pension Plan as Adopted by Winchester Savings Bank · Sponsored by Winchester Savings Bank · Massachusetts · Finance & Insurance

$17M in assets, 58 participants

Winchester Savings Bank's Sbera Pension Plan as Adopted by Winchester Savings Bank reported $17M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,543 in Finance & Insurance (9,261 peers)

Winchester Savings Bank multi-year trail

Winchester Savings Bank's plans moved +19.9% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Winchester Savings Bank at $17M / 58 participants.

#5,543
in Finance & Insurance (9,261 peers)
+2.0%
assets growth YoY

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

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

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

$16,578,959 Top 26% higher than 74% 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 Winchester Savings 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 Winchester Savings Bank is a small filing (58 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 041978230 · Winchester Savings Bank PY 2022 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Winchester Savings Bank · $17M · 58 · 74th

  • TYPE $17M
  • TYPE 58
  • TYPE 74th
  • TYPE Defined Benefit (Pension)
  • TYPE near Midwestern Teamsters Pension Trust Fund
  • TYPE ind #5543

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 Winchester Savings Bank in the asset neighbourhood

Midwestern Teamsters Pension Trust FundMidwestern Teamsters Pension…$17MSbera Pension Plan as Adopted by Winchester Savings BankSbera Pension Plan as Adopte…$17MDrivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension TrustDrivers Union Local 753 Ib o…$17MThe Duke Endowment Employees' Retirement PlanThe Duke Endowment Employees…$17MMutual of Enumclaw Insurance Company Retirement PlanMutual of Enumclaw Insurance…$17M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Winchester Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Winchester Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winchester Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.900150236671305% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 143 $27M
2023 2 133 $31M
2024 2 124 $32M

Winchester Savings Bank filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$321K
Employer EIN041978230
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

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 Winchester Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sbera Pension Plan as Adopted by Winchester Savings Bank, Total assets ($B): 0.016578959 · Participants: 58Sbera Pension Plan as Adopted by Winchester 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 Winchester Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Winchester Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Midwestern Teamsters Pension Trust Fund in IL ($17M); by covered participants it is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants). Same-state nearby plans are listed separately above.

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 Winchester Savings Bank assets move in 2022? ▼
Sbera Pension Plan as Adopted by Winchester Savings Bank edged up modestly - up 2.0% during 2022, from $16M to $17M. Reported net income was $321K.
How have Winchester Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchester Savings Bank's sponsor-wide assets grew 19.9%, from $27M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Winchester Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Midwestern Teamsters Pension Trust Fund in IL ($17M, 75 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Winchester Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants, $9M 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 041978230.

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.