Defined Benefit (Pension) · DOL Form 5500 · 2023

Sugar River Bank Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
23
Participants Small participant base
58th
Percentile by assets National rank
$417,273
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sugar River Bank Pension Plan · Sponsored by Sugar River Bank · New Hampshire · Finance & Insurance

$10M in assets, 23 participants

Sugar River Bank's Sugar River Bank Pension Plan reported $10M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,756 in Finance & Insurance (8,869 peers)

Sugar River Bank multi-year trail

Sugar River Bank's plans moved +16.3% in assets from 2022 to 2024; this filing shows Sugar River Bank Pension Plan at $10M / 23 participants.

#3,756
in Finance & Insurance (8,869 peers)
+2.0%
assets growth YoY

Sugar River Bank Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Sugar River Bank Pension Plan vs every filed plan by assets

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

$9,597,274 Top 42% higher than 58% 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

Sugar River Bank Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugar River Bank Pension Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugar River Bank Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $185K in the plan year 2023 filing.
  • Sugar River Bank Pension Plan reported participants fell from 27 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Sugar River Bank Pension Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020195180 · Sugar River Bank PY 2023 · Defined Benefit (Pension)

Sugar River Bank Pension Plan · $10M · 23 · 58th

  • TYPE $10M
  • TYPE 23
  • TYPE 58th
  • TYPE Defined Benefit (Pension)
  • TYPE near H.C. Duke & Son, LLC Defined Benefit Plan & Trust
  • TYPE ind #3756

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 New Hampshire →

Sugar River Bank Pension Plan in the asset neighbourhood

Local 464a Finast Full Time Employees Pension PlanLocal 464a Finast Full Time …$10MSugar River Bank Pension Plan$10MTile Finishers Local Union No. 18 St. Louis, Mo Pension PlanTile Finishers Local Union N…$10MH.C. Duke & Son, LLC Defined Benefit Plan & TrustH.C. Duke & Son, LLC Defined…$10MStrippit, Inc. Pension Plan for Hourly EmployeesStrippit, Inc. Pension Plan …$10M
End-of-year total assets ($M) among Sugar River Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sugar River Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sugar River Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.28264926762569% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $18.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 101 $16M
2023 2 99 $18M
2024 2 98 $19M

Sugar River Bank filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$185K
Employer EIN020195180
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Sugar River Bank Pension Plan, Total assets ($M): 9.597274 · Participants: 23Sugar River Bank Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 625.683263 · Participants: 1514Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 379.810141 · Participants: 3425Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 277.808703 · Participants: 520Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 221.250544 · Participants: 397Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 220.988013 · Participants: 275Osram Sylvania Pension Plan
Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Sugar River Bank Pension Plan side-by-side with 3 peers →

Sugar River Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is H.C. Duke & Son, LLC Defined Benefit Plan & Trust in IL ($10M); by covered participants it is Management Employees' Retirement Plan of Besser Company in MI (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Sugar River Bank Pension Plan assets move in 2023? ▼
Sugar River Bank Pension Plan edged up modestly - up 2.0% during 2023, from $9M to $10M. Reported net income was $185K.
How have Sugar River Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugar River Bank's sponsor-wide assets grew 16.3%, from $16M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H.C. Duke & Son, LLC Defined Benefit Plan & Trust in IL ($10M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management Employees' Retirement Plan of Besser Company in MI (23 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 020195180.

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.