401(k) · DOL Form 5500 · 2023

Depositors Insurance Fund 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$833,775
Avg per participant High balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Depositors Insurance Fund · Sponsored by Depositors Insurance Fund · Massachusetts · Finance & Insurance

$5M in assets, 6 participants

Depositors Insurance Fund's Sbera 401(k) Plan as Adopted by Depositors Insurance Fund reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,794 in Finance & Insurance (8,869 peers)

Depositors Insurance Fund multi-year trail

Depositors Insurance Fund's plans moved +15.5% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Depositors Insurance Fund at $5M / 6 participants.

#2,794
in Finance & Insurance (8,869 peers)
-12.0%
assets change YoY

The plan reported a net loss of $684K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Sbera 401(k) Plan as Adopted by Depositors Insurance Fund vs every filed plan by assets

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

$5,002,648 44th percentile higher than 44% 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 Depositors Insurance Fund among micro 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 Depositors Insurance Fund is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Depositors Insurance Fund reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Depositors Insurance Fund end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Depositors Insurance Fund reported net income rose from -$752K in the plan year 2022 filing to -$684K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041647690 · Depositors Insurance Fund PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Depositors Insurance Fund · $5M · 6 · 44th

  • EOY $5M
  • 5500 6
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Hathaway & Kunz, LLP 401(k) Profit Sharing Plan
  • RANK ind #2794

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 Depositors Insurance Fund in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Depositors Insurance FundSbera 401(k) Plan as Adopted…$5MHathaway & Kunz, LLP 401(k) Profit Sharing PlanHathaway & Kunz, LLP 401(k) …$5MZincfive 401(k) Plan$5MTulsa Women's Health Care, PLLC 401(k) PlanTulsa Women's Health Care, P…$5MPlateau Software Inc. 401(k)$5M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Depositors Insurance Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Depositors Insurance Fund multi-year asset trail

Sponsor-wide plan assets over time

All Depositors Insurance Fund plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.480281202092419% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13M $15M ▲ +15.5%
Year Plans Participants Total Assets
2022 2 14 $13M
2023 2 12 $14M
2024 2 12 $15M

Depositors Insurance Fund filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$684K
Employer EIN041647690
Plan Effective Date1995-01-01
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 Depositors Insurance Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Depositors Insurance Fund, Total assets ($B): 0.005002648 · Participants: 6Sbera 401(k) Plan as Adopted by Depositors Insurance FundFidelity 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 Depositors Insurance Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Depositors Insurance Fund side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Depositors Insurance Fund's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hathaway & Kunz, LLP 401(k) Profit Sharing Plan in WY ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Depositors Insurance Fund assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund pulled back noticeably - down 12.0% during 2023, from $6M to $5M. Reported net income was -$684K.
How have Depositors Insurance Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Depositors Insurance Fund's sponsor-wide assets grew 15.5%, from $13M to $15M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Depositors Insurance Fund? ▼
Among 401(k) plans in other states, the closest by assets is Hathaway & Kunz, LLP 401(k) Profit Sharing Plan in WY ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Depositors Insurance Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 041647690.

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.