401(k) · DOL Form 5500 · 2023
Bristol County Savings Bank 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $173,751
- Avg per participant Above avg balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance
$54M in assets, 308 participants
Bristol County Savings Bank's Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported $54M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,985 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank covers 308 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $54M.
- #6,985
- in Finance & Insurance (8,869 peers)
- +23.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank's outsized position by total assets
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,515,202 Top 14% higher than 86% of 127,068 filed plans
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 Bristol County 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 Bristol County Savings Bank sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Bristol County Savings Bank end-of-year assets rose from $43M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported participants fell from 313 in the plan year 2022 filing to 308 in the plan year 2023 filing.
DOL schedule card
Filing strip 043317338 · Bristol County Savings Bank PY 2023 · 401(k)
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · $54M · 308 · 86th
- PHOTO $54M
- IND 308
- EOY 86th
- 5500 401(k)
- ASSETS near Raymond Martin Profit Sharing 401(k) Plan
- PCT ind #6985
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 Bristol County Savings Bank in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 043317338 |
| Plan Effective Date | 1994-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol County Savings Bank)
Sponsor-wide plan assets over time
All Bristol County Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 36.44661827544983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 611 | $106M |
| 2023 | 2 | 638 | $126M |
| 2024 | 2 | 653 | $144M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Raymond Martin Profit Sharing 401(k) Plan in LA ($54M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Raymond Martin Profit Sharing 401(k) Plan (LA) $54M · 791
- Headwater Companies, LLC 401(k) Plan (IN) $54M · 904
- Employees' Profit Sharing 401 (K) Plan (CA) $54M · 130
- Sealaska Corporation 401(k) Plan (AK) $54M · 304
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Kemberton Healthcare Services 401(k) Plan (TN) 308 · 0 off
- Hentzen Coatings, Inc. 401(k) and Profit Sharing Plan (WI) 308 · 0 off
- Onsolve, LLC 401(k) Plan (FL) 308 · 0 off
- Long Island Fqhc Inc. 401(k) Profit Sharing Plan and Trust (NY) 308 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.