401(k) · DOL Form 5500 · 2023

The Savings Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
97
Participants Small participant base
72nd
Percentile by assets National rank
$199,391
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by the Savings Bank · Sponsored by The Savings Bank · Massachusetts · Finance & Insurance

$19M in assets, 97 participants

The Savings Bank's Sbera 401(k) Plan as Adopted by the Savings Bank reported $19M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,174 in Finance & Insurance (8,869 peers)

The Savings Bank multi-year trail

The Savings Bank's plans moved +35.6% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by the Savings Bank at $19M / 97 participants.

#5,174
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY

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

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

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

$19,340,953 Top 28% higher than 72% 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 the 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 the Savings Bank is a small filing (97 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 the Savings Bank reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by the Savings Bank end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by the Savings Bank reported participants rose from 90 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041939290 · The Savings Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by the Savings Bank · $19M · 97 · 72nd

  • EIN $19M
  • RANK 97
  • PHOTO 72nd
  • IND 401(k)
  • EOY near Amoskeag Beverages, LLC 401(k) Plan
  • 5500 ind #5174

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 the Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by the Savings BankSbera 401(k) Plan as Adopted…$19MAmoskeag Beverages, LLC 401(k) PlanAmoskeag Beverages, LLC 401(…$19MBloomreach, Inc. 401(k) Plan & TrustBloomreach, Inc. 401(k) Plan…$19MCallrail 401(k) Plan$19MHealthcare Therapy Services, Inc. Savings PlanHealthcare Therapy Services,…$19M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by the Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All The Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.60020568512145% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 90 $16M
2023 1 97 $19M
2024 1 102 $22M

The Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN041939290
Plan Effective Date1995-04-01
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 the Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by the Savings Bank, Total assets ($B): 0.019340953 · Participants: 97Sbera 401(k) Plan as Adopted by the 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 the Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by the Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Amoskeag Beverages, LLC 401(k) Plan in NH ($19M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 the Savings Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by the Savings Bank grew sharply - up 19.3% during 2023, from $16M to $19M. Reported net income was $3M.
How have The Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Savings Bank's sponsor-wide assets grew 35.6%, from $16M to $22M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by the Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Amoskeag Beverages, LLC 401(k) Plan in NH ($19M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by the Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A 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 041939290.

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.