401(k) · DOL Form 5500 · 2023

Fall River Five Cents Savings Bank 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
210
Participants Below avg headcount
76th
Percentile by assets National rank
$114,735
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank · Sponsored by Fall River Five Cents Savings Bank · Massachusetts · Finance & Insurance

$24M in assets, 210 participants

Fall River Five Cents Savings Bank's Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank reported $24M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,636 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank covers 210 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.

#5,636
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank's outsized position by total assets

Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank vs every filed plan by assets

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

$24,094,383 Top 24% higher than 76% 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 Fall River Five Cents 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 Fall River Five Cents Savings Bank sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank reported participants fell from 214 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 412178171 · Fall River Five Cents Savings Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank · $24M · 210 · 76th

  • 5500 $24M
  • 5500 210
  • 5500 76th
  • 5500 401(k)
  • 5500 near Savings Plan for Employees of Pennichuck Corporation
  • 5500 ind #5636

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 Fall River Five Cents Savings Bank in the asset neighbourhood

Holtec Security International 401(k) PlanHoltec Security Internationa…$24MSbera 401(k) Plan as Adopted by Fall River Five Cents Savings BankSbera 401(k) Plan as Adopted…$24MSavings Plan for Employees of Pennichuck CorporationSavings Plan for Employees o…$24MKarmak, Inc. 401(k) Profit Sharing Plan and TrustKarmak, Inc. 401(k) Profit S…$24MStrategic Pharmaceutical Solutions 401(k) Profit Sharing Plan and TrustStrategic Pharmaceutical Sol…$24M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN412178171
Plan Effective Date1994-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fall River Five Cents Savings Bank)

Sponsor-wide plan assets over time

All Fall River Five Cents Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.01552061005315% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.9M $47.1M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 392 $35M
2023 2 402 $42M
2024 2 389 $47M

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 Fall River Five Cents Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank, Total assets ($B): 0.024094383 · Participants: 210Sbera 401(k) Plan as Adopted by Fall River Five Cents 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 Fall River Five Cents Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Savings Plan for Employees of Pennichuck Corporation in NH ($24M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Fall River Five Cents Savings Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank grew sharply - up 21.6% during 2023, from $20M to $24M. Reported net income was $4M.
How have Fall River Five Cents Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fall River Five Cents Savings Bank's sponsor-wide assets grew 35.0%, from $35M to $47M.
Where does Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Savings Plan for Employees of Pennichuck Corporation in NH ($24M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Fall River Five Cents Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 412178171.

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.