401(k) · DOL Form 5500 · 2023

Dedham Institution for Savings 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
226
Participants Below avg headcount
85th
Percentile by assets National rank
$201,956
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Dedham Institution for Savings · Sponsored by Dedham Institution for Savings · Massachusetts · Finance & Insurance

$46M in assets, 226 participants

Dedham Institution for Savings's Sbera 401(k) Plan as Adopted by Dedham Institution for Savings reported $46M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,775 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings covers 226 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.

#6,775
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings's outsized position by total assets

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings vs every filed plan by assets

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

$45,642,084 Top 15% higher than 85% 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 Dedham Institution for Savings 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 Dedham Institution for Savings sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Dedham Institution for Savings reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Dedham Institution for Savings end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Dedham Institution for Savings reported participants rose from 219 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041238700 · Dedham Institution for Savings PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Dedham Institution for Savings · $46M · 226 · 85th

  • EOY $46M
  • EOY 226
  • EOY 85th
  • EOY 401(k)
  • EOY near Allegacy Retirement Savings Plan
  • EOY ind #6775

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 Dedham Institution for Savings in the asset neighbourhood

Park Lawn 401(k) Plan$46MThe White Oak 401(k) Plan$46MSbera 401(k) Plan as Adopted by Dedham Institution for SavingsSbera 401(k) Plan as Adopted…$46MAllegacy Retirement Savings PlanAllegacy Retirement Savings …$46MIndependent Project Analysis, Inc. 401(k) PlanIndependent Project Analysis…$46M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Dedham Institution for Savings and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN041238700
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dedham Institution for Savings)

Sponsor-wide plan assets over time

All Dedham Institution for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$52M 38.13265685195418% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $84.8M $52.5M ▼ -38.1%
Year Plans Participants Total Assets
2022 2 396 $85M
2023 1 226 $46M
2024 1 226 $52M

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 Dedham Institution for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Dedham Institution for Savings, Total assets ($B): 0.045642084 · Participants: 226Sbera 401(k) Plan as Adopted by Dedham Institution for SavingsFidelity 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 Dedham Institution for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Dedham Institution for Savings side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Allegacy Retirement Savings Plan in NC ($46M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Dedham Institution for Savings assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Dedham Institution for Savings grew sharply - up 15.2% during 2023, from $40M to $46M. Reported net income was $6M.
How have Dedham Institution for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dedham Institution for Savings's sponsor-wide assets declined 38.1%, from $85M to $52M.
Where does Sbera 401(k) Plan as Adopted by Dedham Institution for Savings rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Dedham Institution for Savings ranks in the 85th 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 Dedham Institution for Savings? ▼
Among 401(k) plans in other states, the closest by assets is Allegacy Retirement Savings Plan in NC ($46M, 400 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Dedham Institution for Savings? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 041238700.

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.