Defined Benefit (Pension) · DOL Form 5500 · 2023

Rockland Trust Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
21
Participants Small participant base
58th
Percentile by assets National rank
$463,163
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Blue Hills Bank · Sponsored by Rockland Trust · Massachusetts · Finance & Insurance

$10M in assets, 21 participants

Rockland Trust's Sbera Pension Plan as Adopted by Blue Hills Bank reported $10M in total assets and 21 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.

  • #3,784 in Finance & Insurance (8,869 peers)

Rockland Trust multi-year trail

Rockland Trust's plans moved +29.3% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Blue Hills Bank at $10M / 21 participants.

#3,784
in Finance & Insurance (8,869 peers)
+1.2%
assets growth YoY

Sbera Pension Plan as Adopted by Blue Hills Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera Pension Plan as Adopted by Blue Hills Bank vs every filed plan by assets

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

$9,726,413 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

Sbera Pension Plan as Adopted by Blue Hills 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 Blue Hills Bank is a small filing (21 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 Blue Hills Bank reported net income rose from $20K in the plan year 2022 filing to $112K in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Blue Hills Bank reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Blue Hills Bank end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041782600 · Rockland Trust PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Blue Hills Bank · $10M · 21 · 58th

  • PHOTO $10M
  • PHOTO 21
  • PHOTO 58th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near B. Braun of Puerto Rico, Inc. Pension Plan
  • PHOTO ind #3784

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 Blue Hills Bank in the asset neighbourhood

American Packaging Corporation Pension Retirement PlanAmerican Packaging Corporati…$10MBeachfleischman PLLC Employees' Cash Balance PlanBeachfleischman PLLC Employe…$10MSbera Pension Plan as Adopted by Blue Hills BankSbera Pension Plan as Adopte…$10MB. Braun of Puerto Rico, Inc. Pension PlanB. Braun of Puerto Rico, Inc…$10MToronto Raptors Players' Pension PlanToronto Raptors Players' Pen…$10M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Blue Hills Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rockland Trust multi-year asset trail

Sponsor-wide plan assets over time

All Rockland Trust plans reported in each filing year

Latest sponsor-wide plan assets
$307M 29.297571402469313% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $238M $307M ▲ +29.3%
Year Plans Participants Total Assets
2022 3 1,970 $238M
2023 2 1,789 $280M
2024 2 1,880 $307M

Rockland Trust filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$112K
Employer EIN041782600
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

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 Blue Hills Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Blue Hills Bank, Total assets ($B): 0.009726413 · Participants: 21Sbera Pension Plan as Adopted by Blue Hills BankConsolidated 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 Blue Hills Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Blue Hills Bank side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Blue Hills Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is B. Braun of Puerto Rico, Inc. Pension Plan in PA ($10M); by covered participants it is New York Water Service Corporation Pension Plan in NJ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Blue Hills Bank assets move in 2023? ▼
Sbera Pension Plan as Adopted by Blue Hills Bank edged up modestly - up 1.2% during 2023, from $10M to $10M. Reported net income was $112K.
How have Rockland Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockland Trust's sponsor-wide assets grew 29.3%, from $238M to $307M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Blue Hills Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is B. Braun of Puerto Rico, Inc. Pension Plan in PA ($10M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Blue Hills Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Water Service Corporation Pension Plan in NJ (21 participants, $24M 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 041782600.

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.