Defined Benefit (Pension) · DOL Form 5500 · 2023
North Brookfield Savings Bank Pension Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $339,720
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by North Brookfield Savings Bank · Sponsored by North Brookfield Savings Bank · Massachusetts · Finance & Insurance
$3M in assets, 10 participants
North Brookfield Savings Bank's Sbera Pension Plan as Adopted by North Brookfield Savings Bank reported $3M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,318 in Finance & Insurance (8,869 peers)
North Brookfield Savings Bank multi-year trail
North Brookfield Savings Bank's plans moved +18.8% in assets from 2022 to 2023; this filing shows Sbera Pension Plan as Adopted by North Brookfield Savings Bank at $3M / 10 participants.
- #2,318
- in Finance & Insurance (8,869 peers)
- +18.8%
- assets growth YoY
Sbera Pension Plan as Adopted by North Brookfield Savings Bank's mid-pack asset rank among Finance & Insurance and all filers
Sbera Pension Plan as Adopted by North Brookfield Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,397,204 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sbera Pension Plan as Adopted by North Brookfield Savings Bank among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera Pension Plan as Adopted by North Brookfield Savings Bank is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera Pension Plan as Adopted by North Brookfield Savings Bank reported net income rose from $41K in the plan year 2022 filing to $536K in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by North Brookfield Savings Bank end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 041677290 · North Brookfield Savings Bank PY 2023 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by North Brookfield Savings Bank · $3M · 10 · 38th
- VS-ST $3M
- BOY 10
- SCH 38th
- EBSA Defined Benefit (Pension)
- PART near Energy Systems Industries, Inc. Retirement Income Plan
- TYPE ind #2318
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 Pension Plan as Adopted by North Brookfield Savings Bank in the asset neighbourhood
North Brookfield Savings Bank multi-year asset trail
Sponsor-wide plan assets over time
All North Brookfield Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.75304555131033% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 10 | $3M |
North Brookfield Savings Bank filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $536K |
| Employer EIN | 041677290 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Sbera Pension Plan as Adopted by North Brookfield Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Energy Systems Industries, Inc. Retirement Income Plan in CT ($3M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.