401(k) · DOL Form 5500 · 2023

Cooperative Banks Employees Retirement Association 401(k) Plan

Data updated 2026-08-25

$725M
Total assets Above avg plan size
3,187
Participants Above avg headcount
98th
Percentile by assets National rank
$227,630
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cbera Plan a · Sponsored by Cooperative Banks Employees Retirement Association · Massachusetts · Finance & Insurance

$725M in assets, 3,187 participants

Cooperative Banks Employees Retirement Association's Cbera Plan a reported $725M in total assets and 3,187 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,567 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Cbera Plan a covers 3,187 participants in Massachusetts, 4.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $725M.

#8,567
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY
7.3×
vs typical plan assets (national mean)

Cbera Plan a's outsized position by total assets

Cbera Plan a vs every filed plan by assets

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

$725,457,178 Top 2% higher than 98% 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

Cbera Plan a's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbera Plan a lands in the large band (3,187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbera Plan a reported net income rose from -$119M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Cbera Plan a end-of-year assets rose from $658M in the plan year 2022 filing to $725M in the plan year 2023 filing.
  • Cbera Plan a reported participants rose from 3,030 in the plan year 2022 filing to 3,187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 046035593 · Cooperative Banks Employees Retirement Association PY 2023 · 401(k)

Cbera Plan a · $725M · 3,187 · 98th

  • TYPE $725M
  • TYPE 3,187
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Childrens Hospital Los Angeles Employees' 401(k) Plan
  • TYPE ind #8567

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 →

Cbera Plan a in the asset neighbourhood

Black Hills Corporation 401(k) Retirement Savings PlanBlack Hills Corporation 401(…$727MHilltop Holdings Inc. 401(k) PlanHilltop Holdings Inc. 401(k)…$727MChildrens Hospital Los Angeles Employees' 401(k) PlanChildrens Hospital Los Angel…$726MCbera Plan a$725MLazard Freres & Co. LLC Employees' Savings PlanLazard Freres & Co. LLC Empl…$724M
End-of-year total assets ($M) among Cbera Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$658M
Net Assets (End of Year)$725M
Net Income$107M
Employer EIN046035593
Plan Effective Date1946-01-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperative Banks Employees Retirement Association)

Sponsor-wide plan assets over time

All Cooperative Banks Employees Retirement Association plans reported in each filing year

Latest sponsor-wide plan assets
$944M 0.035842824759074035% vs 2022
2024 filing year
$0.9B$0.95B$1B$1.05B 202220232024 $0.94B $0.94B ▲ +0.0%
Year Plans Participants Total Assets
2022 2 3,708 $944M
2023 2 3,754 $1.0B
2024 2 3,644 $944M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cbera Plan a vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Cbera Plan a, Total assets ($B): 0.725457178 · Participants: 3187Cbera Plan aFidelity 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
Cbera Plan a vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Cbera Plan a side-by-side with 3 peers →

Cbera Plan a's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Childrens Hospital Los Angeles Employees' 401(k) Plan in CA ($726M); by covered participants it is Voluntary Investment Pretax Plan for the Vgna Union Employees in NC (3,187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,187 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 Cbera Plan a assets move in 2023? ▼
Cbera Plan a grew at a solid clip - up 10.3% during 2023, from $658M to $725M. Reported net income was $107M.
How have Cooperative Banks Employees Retirement Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooperative Banks Employees Retirement Association's sponsor-wide assets declined 0.0%, from $944M to $944M.
Where does Cbera Plan a rank by assets among Form 5500 filers? ▼
Cbera Plan a ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cbera Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Childrens Hospital Los Angeles Employees' 401(k) Plan in CA ($726M, 4,923 participants).
Which 401(k) plans cover a similar participant headcount to Cbera Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Voluntary Investment Pretax Plan for the Vgna Union Employees in NC (3,187 participants, $130M 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 046035593.

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.