Defined Benefit (Pension) · DOL Form 5500 · 2023

Cooperative Banks Employees Retirement Association Pension Plan

Data updated 2026-08-25

$299M
Total assets Near avg plan size
567
Participants Below avg headcount
96th
Percentile by assets National rank
$526,871
Avg per participant High balance/head
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Official DOL plan name: Cbera Plan C · Sponsored by Cooperative Banks Employees Retirement Association · Massachusetts · Finance & Insurance

$299M in assets, 567 participants

Cooperative Banks Employees Retirement Association's Cbera Plan C reported $299M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,301 in Finance & Insurance (8,869 peers)

Where Cbera Plan C sits by assets

Cbera Plan C sits in the top 5% of all filed plans by assets, $299M for 567 participants (~$526,871/participant), up 4.3% in 2023.

#8,301
in Finance & Insurance (8,869 peers)
+4.3%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Cbera Plan C's outsized position by total assets

Cbera Plan C vs every filed plan by assets

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

$298,736,077 Top 4% higher than 96% 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 C 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. Cbera Plan C sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbera Plan C reported net income rose from -$120M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cbera Plan C reported participants fell from 678 in the plan year 2022 filing to 567 in the plan year 2023 filing.
  • Cbera Plan C end-of-year assets rose from $286M in the plan year 2022 filing to $299M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 046035593 · Cooperative Banks Employees Retirement Association PY 2023 · Defined Benefit (Pension)

Cbera Plan C · $299M · 567 · 96th

  • EBSA $299M
  • PART 567
  • TYPE 96th
  • NET Defined Benefit (Pension)
  • BOOK near I. B. E. W. Local 25 Pension Fund
  • VS-ST ind #8301

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 C in the asset neighbourhood

Intelsat Staff Retirement PlanIntelsat Staff Retirement Pl…$300MI. B. E. W. Local 25 Pension FundI. B. E. W. Local 25 Pension…$299MCbera Plan C$299MRetirement Plan for Pilots of Hawaiian Airlines, Inc.Retirement Plan for Pilots o…$298MEmployers & Operating Engineers Local 520 Pension FundEmployers & Operating Engine…$298M
End-of-year total assets ($M) among Cbera Plan C and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$286M
Net Assets (End of Year)$297M
Net Income$10M
Employer EIN046035593
Plan Effective Date1976-11-01
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 Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cbera Plan C vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cbera Plan C, Total assets ($B): 0.298736077 · Participants: 567Cbera Plan CConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Cbera Plan C vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Cbera Plan C side-by-side with 3 peers →

Cbera Plan C's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is I. B. E. W. Local 25 Pension Fund in NY ($299M); by covered participants it is Saker Shoprites, Inc. - Local 360 Ee's Ret Plan in NJ (566 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($299M here).

Similar participant headcount

Nearest other-state filings by covered participants (567 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 C assets move in 2023? ▼
Cbera Plan C edged up modestly - up 4.3% during 2023, from $286M to $299M. Reported net income was $10M.
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 C rank by assets among Form 5500 filers? ▼
Cbera Plan C ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Cbera Plan C? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I. B. E. W. Local 25 Pension Fund in NY ($299M, 1,656 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cbera Plan C? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Saker Shoprites, Inc. - Local 360 Ee's Ret Plan in NJ (566 participants, $26M 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.