401(k) · DOL Form 5500 · 2023

Monson Savings Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
90
Participants Small participant base
55th
Percentile by assets National rank
$93,196
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Monson Savings Bank · Sponsored by Monson Savings Bank · Massachusetts · Finance & Insurance

$8M in assets, 90 participants

Monson Savings Bank's Sbera 401(k) Plan as Adopted by Monson Savings Bank reported $8M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,521 in Finance & Insurance (8,869 peers)

Monson Savings Bank multi-year trail

Monson Savings Bank's plans moved +44.4% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Monson Savings Bank at $8M / 90 participants.

#3,521
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY

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

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

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

$8,387,659 Top 45% higher than 55% 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 Monson Savings Bank among smaller 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 Monson Savings Bank is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Monson Savings Bank reported net income rose from -$696K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Monson Savings Bank end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Monson Savings Bank reported participants rose from 87 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562545442 · Monson Savings Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Monson Savings Bank · $8M · 90 · 55th

  • BOOK $8M
  • VS-ST 90
  • BOY 55th
  • SCH 401(k)
  • EBSA near Valiant Artificial Lift Solutions 401(k) Plan
  • PART ind #3521

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 Monson Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Monson Savings BankSbera 401(k) Plan as Adopted…$8MValiant Artificial Lift Solutions 401(k) PlanValiant Artificial Lift Solu…$8MFarragut Systems 401(k) Plan$8M401(a) Thrift Plan of Southeastern Michigan Health Association401(a) Thrift Plan of Southe…$8MVredevoogd Heating & Cooling 401(k) PlanVredevoogd Heating & Cooling…$8M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Monson Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Monson Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Monson Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 44.37850468313684% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.85M $9.88M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 87 $7M
2023 1 90 $8M
2024 1 85 $10M

Monson Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN562545442
Plan Effective Date2000-04-01
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 Monson Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Monson Savings Bank, Total assets ($B): 0.008387659 · Participants: 90Sbera 401(k) Plan as Adopted by Monson 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 Monson Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Monson Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Valiant Artificial Lift Solutions 401(k) Plan in OK ($8M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Monson Savings Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Monson Savings Bank grew sharply - up 22.5% during 2023, from $7M to $8M. Reported net income was $2M.
How have Monson Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Monson Savings Bank's sponsor-wide assets grew 44.4%, from $7M to $10M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Monson Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Valiant Artificial Lift Solutions 401(k) Plan in OK ($8M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Monson Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 562545442.

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.