401(k) · DOL Form 5500 · 2023

Clinton Savings Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
104
Participants Small participant base
67th
Percentile by assets National rank
$145,020
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Clinton Savings Bank · Sponsored by Clinton Savings Bank · Massachusetts · Finance & Insurance

$15M in assets, 104 participants

Clinton Savings Bank's Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported $15M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,646 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Clinton Savings Bank covers 104 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#4,646
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY

Sbera 401(k) Plan as Adopted by Clinton Savings Bank's outsized position by total assets

Sbera 401(k) Plan as Adopted by Clinton Savings Bank vs every filed plan by assets

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

$15,082,093 Top 33% higher than 67% 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 Clinton Savings Bank among mid-size 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 Clinton Savings Bank sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported participants fell from 109 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041185690 · Clinton Savings Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Clinton Savings Bank · $15M · 104 · 67th

  • TYPE $15M
  • TYPE 104
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Thorp Controls Automation Solutions Profit Sharing Trust
  • TYPE ind #4646

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 Clinton Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Clinton Savings BankSbera 401(k) Plan as Adopted…$15MThorp Controls Automation Solutions Profit Sharing TrustThorp Controls Automation So…$15MCopiers Northwest, Inc. Profit Sharing & Savings PlanCopiers Northwest, Inc. Prof…$15MLifestyle Communities, Ltd. and Affiliates 401(k) PlanLifestyle Communities, Ltd. …$15MSmith Seed Services 401(k) Retirement PlanSmith Seed Services 401(k) R…$15M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Clinton Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN041185690
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinton Savings Bank)

Sponsor-wide plan assets over time

All Clinton Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 34.861254991912624% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $23.3M ▲ +34.8%
Year Plans Participants Total Assets
2022 2 127 $17M
2023 2 122 $21M
2024 2 124 $23M

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 Clinton Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Clinton Savings Bank, Total assets ($B): 0.015082093 · Participants: 104Sbera 401(k) Plan as Adopted by Clinton Savings BankFidelity 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 Clinton Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Clinton Savings Bank side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Clinton Savings Bank's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Thorp Controls Automation Solutions Profit Sharing Trust in KS ($15M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Clinton Savings Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Clinton Savings Bank grew sharply - up 24.5% during 2023, from $12M to $15M. Reported net income was $3M.
How have Clinton Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinton Savings Bank's sponsor-wide assets grew 34.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Clinton Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Thorp Controls Automation Solutions Profit Sharing Trust in KS ($15M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Clinton Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A 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 041185690.

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.