Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WALPOLE CO-OPERATIVE BANK

This Defined Benefit (Pension) plan holds N/A in total assets and serves 30 participants as of 2023. It is sponsored by WALPOLE CO-OPERATIVE BANK in Massachusetts.

Total Assets (2023)
N/A
Participants
30
Industry
Finance & Insurance

What the Filing Says About SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK

SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK is a Defined Benefit (Pension) retirement plan sponsored by WALPOLE CO-OPERATIVE BANK, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 30 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 041943030, and the plan has been effective since 2019-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeDefined Benefit (Pension)
Employer EIN041943030
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WALPOLE CO-OPERATIVE BANK)

Year Plans Participants Total Assets
2022 1 30 N/A
2023 1 30 N/A
2024 1 31 N/A

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK?
As of the 2023 Form 5500 filing, SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK holds N/A in total assets with 30 participants. It is sponsored by WALPOLE CO-OPERATIVE BANK.
What type of plan is SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK?
SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK is a Defined Benefit (Pension) plan. It has been effective since 2019-07-01. The plan is filed with the U.S. Department of Labor under EIN 041943030.
Who sponsors the SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK?
SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK is sponsored by WALPOLE CO-OPERATIVE BANK, located in Massachusetts. The sponsor's EIN is 041943030 and the plan operates in the Finance & Insurance industry.
How did SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK perform in 2023?
SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK held N/A in total assets at the end of 2023.
Where can I find official filings for SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK?
Official Form 5500 filings for SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041943030 or plan name at efast.dol.gov.
How does SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK compare to other plans?
You can compare SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.