401(k) · DOL Form 5500 · 2023

Rollstone Bank and Trust 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
108
Participants Small participant base
70th
Percentile by assets National rank
$162,959
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust · Sponsored by Rollstone Bank and Trust · Massachusetts · Finance & Insurance

$18M in assets, 108 participants

Rollstone Bank and Trust's Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust reported $18M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,985 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,985
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY

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

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust vs every filed plan by assets

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

$17,599,590 Top 30% higher than 70% 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 Rollstone Bank and Trust 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 Rollstone Bank and Trust 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 Rollstone Bank and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust reported participants rose from 106 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 041328870 · Rollstone Bank and Trust PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust · $18M · 108 · 70th

  • RANK $18M
  • PHOTO 108
  • IND 70th
  • EOY 401(k)
  • 5500 near Flood & Peterson Insurance, Inc. Profit Sharing Plan
  • ASSETS ind #4985

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 Rollstone Bank and Trust in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Rollstone Bank and TrustSbera 401(k) Plan as Adopted…$18MFlood & Peterson Insurance, Inc. Profit Sharing PlanFlood & Peterson Insurance, …$18MOrville's Appliance, Inc. 401(k) PlanOrville's Appliance, Inc. 40…$18MStratix Corporation 401(k) PlanStratix Corporation 401(k) P…$18MClark Grave Vault Company Employees 401(k) Profit Sharing Plan and TrustClark Grave Vault Company Em…$18M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN041328870
Plan Effective Date1996-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Rollstone Bank and Trust)

Sponsor-wide plan assets over time

All Rollstone Bank and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$19M 25.6511077462591% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.2M $19.1M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 106 $15M
2023 1 108 $18M
2024 1 106 $19M

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 Rollstone Bank and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust, Total assets ($B): 0.01759959 · Participants: 108Sbera 401(k) Plan as Adopted by Rollstone Bank and TrustFidelity 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 Rollstone Bank and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Flood & Peterson Insurance, Inc. Profit Sharing Plan in CO ($18M); 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 Rollstone Bank and Trust assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust grew sharply - up 15.8% during 2023, from $15M to $18M. Reported net income was $2M.
How have Rollstone Bank and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rollstone Bank and Trust's sponsor-wide assets grew 25.7%, from $15M to $19M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Flood & Peterson Insurance, Inc. Profit Sharing Plan in CO ($18M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Rollstone Bank and Trust? ▼
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 041328870.

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.