Defined Benefit (Pension) · DOL Form 5500 · 2022
Institution for Savings in Newburyport Pension Plan
Data updated 2026-08-11
- $50M
- Total assets
- 154
- Participants
- 88th
- Percentile by assets
- $321,810
- Avg per participant
Official DOL plan name: The Defined Benefit Plan of the Institution for Savings in Newburyport · Sponsored by Institution for Savings in Newburyport · Massachusetts · Finance & Insurance
$50M in assets, 154 participants
Institution for Savings in Newburyport's The Defined Benefit Plan of the Institution for Savings in Newburyport reported $50M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #7,472 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
The Defined Benefit Plan of the Institution for Savings in Newburyport covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.
- $50M
- total plan assets (2022 EOY)
- 154
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $321,810
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Defined Benefit Plan of the Institution for Savings in Newburyport reports 154 participants - about 23% of that state average ($50M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $3M |
| Employer EIN | 921546128 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Institution for Savings in Newburyport)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $50M |
| 2023 | 1 | 154 | $65M |
| 2024 | 1 | 162 | $72M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Defined Benefit Plan of the Institution for Savings in Newburyport vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Defined Benefit Plan of the Institution for Savings in Newburyport by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on The Defined Benefit Plan of the Institution for Savings in Newburyport's numbers.
- By total assets, The Defined Benefit Plan of the Institution for Savings in Newburyport ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Institution for Savings in Newburyport's sponsor-wide assets have grown 44.6% since 2022 across 3 plan years on file. More Finance & Insurance plans