Defined Benefit (Pension) · DOL Form 5500 · 2023

Walpole Co-Operative Bank Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
30
Participants Small participant base
61st
Percentile by assets National rank
$370,547
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Walpole Co-Operative Bank · Sponsored by Walpole Co-Operative Bank · Massachusetts · Finance & Insurance

$11M in assets, 30 participants

Walpole Co-Operative Bank's Sbera Pension Plan as Adopted by Walpole Co-Operative Bank reported $11M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,049 in Finance & Insurance (8,869 peers)

Walpole Co-Operative Bank multi-year trail

Walpole Co-Operative Bank's plans moved +37.9% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Walpole Co-Operative Bank at $11M / 30 participants.

#4,049
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY

Sbera Pension Plan as Adopted by Walpole Co-Operative Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera Pension Plan as Adopted by Walpole Co-Operative Bank vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,116,400 Top 39% higher than 61% of 127,068 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 2023

Sbera Pension Plan as Adopted by Walpole Co-Operative Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera Pension Plan as Adopted by Walpole Co-Operative Bank is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera Pension Plan as Adopted by Walpole Co-Operative Bank reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Walpole Co-Operative Bank end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041943030 · Walpole Co-Operative Bank PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Walpole Co-Operative Bank · $11M · 30 · 61st

  • ASSETS $11M
  • PCT 30
  • EIN 61st
  • RANK Defined Benefit (Pension)
  • PHOTO near Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars
  • IND ind #4049

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 Walpole Co-Operative Bank in the asset neighbourhood

San Antonio Winery, Inc. Defined Benefit Pension PlanSan Antonio Winery, Inc. Def…$11MSbera Pension Plan as Adopted by Walpole Co-Operative BankSbera Pension Plan as Adopte…$11MRetirement Plan of Doncasters Inc. Applicable to Employees Paid in United States DollarsRetirement Plan of Doncaster…$11MJones Dairy Farm Union Employees Pension PlanJones Dairy Farm Union Emplo…$11MRetirement Plan for Employees of Huntington Medical Research InstitutesRetirement Plan for Employee…$11M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Walpole Co-Operative Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Walpole Co-Operative Bank multi-year asset trail

Sponsor-wide plan assets over time

All Walpole Co-Operative Bank plans reported in each filing year

Latest sponsor-wide plan assets
$13M 37.851547000200355% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.2M $12.7M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 30 $9M
2023 1 30 $11M
2024 1 31 $13M

Walpole Co-Operative Bank filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN041943030
Plan Effective Date2019-07-01
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 Walpole Co-Operative Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Walpole Co-Operative Bank, Total assets ($B): 0.0111164 · Participants: 30Sbera Pension Plan as Adopted by Walpole Co-Operative BankConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Sbera Pension Plan as Adopted by Walpole Co-Operative Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Walpole Co-Operative Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars in CT ($11M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 Walpole Co-Operative Bank assets move in 2023? ▼
Sbera Pension Plan as Adopted by Walpole Co-Operative Bank grew sharply - up 20.8% during 2023, from $9M to $11M. Reported net income was $2M.
How have Walpole Co-Operative Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walpole Co-Operative Bank's sponsor-wide assets grew 37.9%, from $9M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Walpole Co-Operative Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars in CT ($11M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Walpole Co-Operative Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (30 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041943030.

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.