401(k) · DOL Form 5500 · 2023

Winchester Savings Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
70
Participants Small participant base
63rd
Percentile by assets National rank
$172,806
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Winchester Savings Bank · Sponsored by Winchester Savings Bank · Massachusetts · Finance & Insurance

$12M in assets, 70 participants

Winchester Savings Bank's Sbera 401(k) Plan as Adopted by Winchester Savings Bank reported $12M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,222 in Finance & Insurance (8,869 peers)

Winchester Savings Bank multi-year trail

Winchester Savings Bank's plans moved +19.9% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Winchester Savings Bank at $12M / 70 participants.

#4,222
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY

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

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

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

$12,096,433 Top 37% higher than 63% 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 Winchester 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 Winchester Savings Bank is a small filing (70 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 Winchester Savings 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 Winchester Savings Bank reported participants fell from 85 in the plan year 2022 filing to 70 in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Winchester Savings Bank end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041978230 · Winchester Savings Bank PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Winchester Savings Bank · $12M · 70 · 63rd

  • ASSETS $12M
  • PCT 70
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Anb Bancshares, Inc. Employee Stock Ownership Plan and 401(k) Plan
  • IND ind #4222

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 Winchester Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Winchester Savings BankSbera 401(k) Plan as Adopted…$12MAnb Bancshares, Inc. Employee Stock Ownership Plan and 401(k) PlanAnb Bancshares, Inc. Employe…$12MOlympia Tile (USA), Inc. 401(k) Profit Sharing PlanOlympia Tile (USA), Inc. 401…$12MVintners Distributors, Inc. Profit Sharing PlanVintners Distributors, Inc. …$12MOakley Transportation Group 401(k) PlanOakley Transportation Group …$12M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Winchester Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Winchester Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winchester Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.900150236671305% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 143 $27M
2023 2 133 $31M
2024 2 124 $32M

Winchester Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN041978230
Plan Effective Date1995-01-01
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 Winchester Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Winchester Savings Bank, Total assets ($B): 0.012096433 · Participants: 70Sbera 401(k) Plan as Adopted by Winchester 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 Winchester Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Winchester Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Anb Bancshares, Inc. Employee Stock Ownership Plan and 401(k) Plan in TX ($12M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Winchester Savings Bank assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Winchester Savings Bank grew sharply - up 17.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Winchester Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchester Savings Bank's sponsor-wide assets grew 19.9%, from $27M to $32M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Winchester Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Anb Bancshares, Inc. Employee Stock Ownership Plan and 401(k) Plan in TX ($12M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Winchester Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 041978230.

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.