401(k) · DOL Form 5500 · 2023

Pentucket Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
108
Participants Small participant base
68th
Percentile by assets National rank
$142,381
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Pentucket Bank · Sponsored by Pentucket Bank · Massachusetts · Finance & Insurance

$15M in assets, 108 participants

Pentucket Bank's Sbera 401(k) Plan as Adopted by Pentucket Bank reported $15M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,690 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Pentucket Bank covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#4,690
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

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

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

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

$15,377,137 Top 32% higher than 68% 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 Pentucket 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 Pentucket Bank sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Pentucket Bank reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Pentucket Bank end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Pentucket Bank reported participants fell from 117 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812054111 · Pentucket Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Pentucket Bank · $15M · 108 · 68th

  • BOOK $15M
  • VS-ST 108
  • BOY 68th
  • SCH 401(k)
  • EBSA near Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan
  • PART ind #4690

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 Pentucket Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Pentucket BankSbera 401(k) Plan as Adopted…$15MKnowledge Systems & Research, Inc. 401(k) Profit Sharing PlanKnowledge Systems & Research…$15MGeneral Services Corporation 401(k) PlanGeneral Services Corporation…$15MSuperior Tank Company, Inc. 401(k) Profit Sharing PlanSuperior Tank Company, Inc. …$15MEmployees Retirement Savings Plan of the Indianapolis Museum of ArtEmployees Retirement Savings…$15M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Pentucket Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN812054111
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentucket Bank)

Sponsor-wide plan assets over time

All Pentucket Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 25.96504905702793% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.7M $23.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 210 $32M
2023 3 310 $37M
2024 1 69 $24M

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 Pentucket Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Pentucket Bank, Total assets ($B): 0.015377137 · Participants: 108Sbera 401(k) Plan as Adopted by Pentucket 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 Pentucket Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Pentucket Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan in NY ($15M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Pentucket Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Pentucket Bank grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Pentucket Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentucket Bank's sponsor-wide assets declined 26.0%, from $32M to $24M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Pentucket Bank? ▼
Among 401(k) plans in other states, the closest by assets is Knowledge Systems & Research, Inc. 401(k) Profit Sharing Plan in NY ($15M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Pentucket Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 812054111.

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.