401(k) · DOL Form 5500 · 2023

Country Bank for Savings 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
219
Participants Below avg headcount
83rd
Percentile by assets National rank
$188,283
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Country Bank for Savings · Sponsored by Country Bank for Savings · Massachusetts · Finance & Insurance

$41M in assets, 219 participants

Country Bank for Savings's Sbera 401(k) Plan as Adopted by Country Bank for Savings reported $41M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,616 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Country Bank for Savings covers 219 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.

#6,616
in Finance & Insurance (8,869 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$41,233,993 Top 17% higher than 83% 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 Country Bank for Savings 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 Country Bank for Savings sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera 401(k) Plan as Adopted by Country Bank for Savings reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Country Bank for Savings end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Sbera 401(k) Plan as Adopted by Country Bank for Savings reported participants rose from 215 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041946610 · Country Bank for Savings PY 2023 · 401(k)

Sbera 401(k) Plan as Adopted by Country Bank for Savings · $41M · 219 · 83rd

  • SCH $41M
  • SCH 219
  • SCH 83rd
  • SCH 401(k)
  • SCH near ERISA Partners, Inc. Pooled Employer Plan
  • SCH ind #6616

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 Country Bank for Savings in the asset neighbourhood

ERISA Partners, Inc. Pooled Employer PlanERISA Partners, Inc. Pooled …$41MClick Bond, Inc. 401(k) Plan$41MSbera 401(k) Plan as Adopted by Country Bank for SavingsSbera 401(k) Plan as Adopted…$41MGroup O 401(k) Retirement PlanGroup O 401(k) Retirement Pl…$41MInwood National Bank 401(k) PlanInwood National Bank 401(k) …$41M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Country Bank for Savings and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN041946610
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Country Bank for Savings)

Sponsor-wide plan assets over time

All Country Bank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$70M 22.80469604363451% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57M $70M ▲ +22.8%
Year Plans Participants Total Assets
2022 2 295 $57M
2023 2 290 $68M
2024 2 283 $70M

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 Country Bank for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Country Bank for Savings, Total assets ($B): 0.041233993 · Participants: 219Sbera 401(k) Plan as Adopted by Country Bank for SavingsFidelity 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 Country Bank for Savings vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Country Bank for Savings side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is ERISA Partners, Inc. Pooled Employer Plan in TN ($41M); by covered participants it is Raven Industries, Inc. 401(k) Plan in SD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Country Bank for Savings assets move in 2023? ▼
Sbera 401(k) Plan as Adopted by Country Bank for Savings grew sharply - up 20.5% during 2023, from $34M to $41M. Reported net income was $7M.
How have Country Bank for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Country Bank for Savings's sponsor-wide assets grew 22.8%, from $57M to $70M.
Where does Sbera 401(k) Plan as Adopted by Country Bank for Savings rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Country Bank for Savings ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Country Bank for Savings? ▼
Among 401(k) plans in other states, the closest by assets is ERISA Partners, Inc. Pooled Employer Plan in TN ($41M, 5,372 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Country Bank for Savings? ▼
Among 401(k) plans in other states, the closest by covered participants is Raven Industries, Inc. 401(k) Plan in SD (219 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 041946610.

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.