401(k) · DOL Form 5500 · 2023

Massachusetts Bankers Association 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
12
Participants Small participant base
53rd
Percentile by assets National rank
$651,770
Avg per participant High balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association · Sponsored by Massachusetts Bankers Association · Massachusetts · Finance & Insurance

$8M in assets, 12 participants

Massachusetts Bankers Association's Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association reported $8M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,401 in Finance & Insurance (8,869 peers)

Massachusetts Bankers Association multi-year trail

Massachusetts Bankers Association's plans moved +22.7% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association at $8M / 12 participants.

#3,401
in Finance & Insurance (8,869 peers)
+8.8%
assets growth YoY

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs every filed plan by assets

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

$7,821,234 Top 47% higher than 53% 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 401(k) Plan as Adopted by Massachusetts Bankers Association 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 401(k) Plan as Adopted by Massachusetts Bankers Association is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association reported net income rose from -$3M in the plan year 2022 filing to $632K in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041589780 · Massachusetts Bankers Association PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association · $8M · 12 · 53rd

  • BOOK $8M
  • VS-ST 12
  • BOY 53rd
  • SCH 401(k)
  • EBSA near Conley Rose, P.C. Savings & Profit Sharing Plan for Associates
  • PART ind #3401

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 401(k) Plan as Adopted by Massachusetts Bankers Association in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationSbera 401(k) Plan as Adopted…$8MConley Rose, P.C. Savings & Profit Sharing Plan for AssociatesConley Rose, P.C. Savings & …$8MZimperium, Inc. 401(k) Plan & TrustZimperium, Inc. 401(k) Plan …$8MCox Manufacturing Co., Inc. 401(k) Profit Sharing PlanCox Manufacturing Co., Inc. …$8MRenew Financial Group LLC 401(k) Profit Sharing Plan and TrustRenew Financial Group LLC 40…$8M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts Bankers Association multi-year asset trail

Sponsor-wide plan assets over time

All Massachusetts Bankers Association plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.65249749489963% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $21.9M ▲ +22.6%
Year Plans Participants Total Assets
2022 2 26 $18M
2023 2 24 $20M
2024 2 31 $22M

Massachusetts Bankers Association filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$632K
Employer EIN041589780
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association, Total assets ($B): 0.007821234 · Participants: 12Sbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Conley Rose, P.C. Savings & Profit Sharing Plan for Associates in TX ($8M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 401(k) Plan as Adopted by Massachusetts Bankers Association assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association grew at a solid clip - up 8.8% during 2023, from $7M to $8M. Reported net income was $632K.
How have Massachusetts Bankers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Bankers Association's sponsor-wide assets grew 22.7%, from $18M to $22M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association? ▼
Among 401(k) plans in other states, the closest by assets is Conley Rose, P.C. Savings & Profit Sharing Plan for Associates in TX ($8M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Massachusetts Bankers Association? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 041589780.

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.