Defined Benefit (Pension) · DOL Form 5500 · 2023
Main Street Bank Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $370,639
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by North Middlesex Savings Bank · Sponsored by Main Street Bank · Massachusetts · Finance & Insurance
$10M in assets, 28 participants
Main Street Bank's Sbera Pension Plan as Adopted by North Middlesex Savings Bank reported $10M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #3,922 in Finance & Insurance (8,869 peers)
Main Street Bank multi-year trail
Main Street Bank's plans moved +26.7% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by North Middlesex Savings Bank at $10M / 28 participants.
- #3,922
- in Finance & Insurance (8,869 peers)
- +18.0%
- assets growth YoY
Sbera Pension Plan as Adopted by North Middlesex Savings Bank's mid-pack asset rank among Finance & Insurance and all filers
Sbera Pension Plan as Adopted by North Middlesex Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,377,896 Top 41% higher than 59% 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 Middlesex Savings Bank among smaller 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 Middlesex Savings Bank is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera Pension Plan as Adopted by North Middlesex Savings Bank reported net income rose from -$88K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by North Middlesex Savings Bank end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by North Middlesex Savings Bank reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.
DOL schedule card
Filing strip 041584100 · Main Street Bank PY 2023 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by North Middlesex Savings Bank · $10M · 28 · 59th
- PART $10M
- PART 28
- PART 59th
- PART Defined Benefit (Pension)
- PART near IBEW Local Union No. 527 Pension Plan
- PART ind #3922
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 Middlesex Savings Bank in the asset neighbourhood
Main Street Bank multi-year asset trail
Sponsor-wide plan assets over time
All Main Street Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 26.698552197404435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $30M |
| 2023 | 2 | 206 | $36M |
| 2024 | 2 | 196 | $38M |
Main Street Bank filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 041584100 |
| 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 Middlesex Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is IBEW Local Union No. 527 Pension Plan in TX ($10M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 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.