Defined Benefit (Pension) · DOL Form 5500 · 2023

Charlesbridge, Mhc Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
181
Participants Below avg headcount
86th
Percentile by assets National rank
$287,449
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Charlesbridge, Mhc · Sponsored by Charlesbridge, Mhc · Massachusetts · Finance & Insurance

$52M in assets, 181 participants

Charlesbridge, Mhc's Sbera Pension Plan as Adopted by Charlesbridge, Mhc reported $52M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,950 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Sbera Pension Plan as Adopted by Charlesbridge, Mhc covers 181 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.

#6,950
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sbera Pension Plan as Adopted by Charlesbridge, Mhc's outsized position by total assets

Sbera Pension Plan as Adopted by Charlesbridge, Mhc vs every filed plan by assets

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

$52,028,280 Top 14% higher than 86% 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

Sbera Pension Plan as Adopted by Charlesbridge, Mhc 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. Sbera Pension Plan as Adopted by Charlesbridge, Mhc sits mid-pack in the medium band (181 participants).

EBSA filing schedule strip

Filing strip 824559500 · Charlesbridge, Mhc PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Charlesbridge, Mhc · $52M · 181 · 86th

  • EBSA $52M
  • EBSA 181
  • EBSA 86th
  • EBSA Defined Benefit (Pension)
  • EBSA near Sheet Metal Workers Local No. 124 Pension Plan
  • EBSA ind #6950

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 Charlesbridge, Mhc in the asset neighbourhood

Chenango Memorial Hospital Employees' Pension PlanChenango Memorial Hospital E…$52MSbera Pension Plan as Adopted by Charlesbridge, MhcSbera Pension Plan as Adopte…$52MSheet Metal Workers Local No. 124 Pension PlanSheet Metal Workers Local No…$52MYp Holdings LLC Pension Plan$52MLee County Electric Cooperative, Inc. Retirement PlanLee County Electric Cooperat…$52M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Charlesbridge, Mhc and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$52M
Net Income$7M
Employer EIN824559500
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charlesbridge, Mhc)

Sponsor-wide plan assets over time

All Charlesbridge, Mhc plans reported in each filing year

Latest sponsor-wide plan assets
$53M 2.402766341689558% vs 2023
2024 filing year
$51.5M$52M$52.5M$53M$53.5M 20232024 $52M $53.3M ▲ +2.4%
Year Plans Participants Total Assets
2023 1 181 $52M
2024 1 327 $53M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Sbera Pension Plan as Adopted by Charlesbridge, Mhc vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Charlesbridge, Mhc, Total assets ($B): 0.05202828 · Participants: 181Sbera Pension Plan as Adopted by Charlesbridge, MhcConsolidated 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
Sbera Pension Plan as Adopted by Charlesbridge, Mhc vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Charlesbridge, Mhc side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Charlesbridge, Mhc's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local No. 124 Pension Plan in OK ($52M); by covered participants it is Retirement Plan for Employees of Piedmont Airlines, Inc. in MD (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Sbera Pension Plan as Adopted by Charlesbridge, Mhc assets move in 2023? ▼
Sbera Pension Plan as Adopted by Charlesbridge, Mhc grew sharply - up 15.2% during 2023, from $45M to $52M. Reported net income was $7M.
How have Charlesbridge, Mhc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Charlesbridge, Mhc's sponsor-wide assets grew 2.4%, from $52M to $53M.
Where does Sbera Pension Plan as Adopted by Charlesbridge, Mhc rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Charlesbridge, Mhc ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Charlesbridge, Mhc? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local No. 124 Pension Plan in OK ($52M, 321 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Charlesbridge, Mhc? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Piedmont Airlines, Inc. in MD (181 participants, $10M 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 824559500.

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.