Defined Benefit (Pension) · DOL Form 5500 · 2023
Greenfield Savings Bank Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $133,594
- Avg per participant Near avg balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Greenfield Savings Bank · Sponsored by Greenfield Savings Bank · Massachusetts · Finance & Insurance
$21M in assets, 154 participants
Greenfield Savings Bank's Sbera Pension Plan as Adopted by Greenfield Savings Bank reported $21M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,300 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Sbera Pension Plan as Adopted by Greenfield Savings Bank covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #5,300
- in Finance & Insurance (8,869 peers)
- +27.6%
- assets growth YoY
Sbera Pension Plan as Adopted by Greenfield Savings Bank's outsized position by total assets
Sbera Pension Plan as Adopted by Greenfield Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,573,517 Top 27% higher than 73% 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 Greenfield Savings Bank 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 Greenfield Savings Bank sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera Pension Plan as Adopted by Greenfield Savings Bank reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by Greenfield Savings Bank end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by Greenfield Savings Bank reported participants rose from 136 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810669576 · Greenfield Savings Bank PY 2023 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Greenfield Savings Bank · $21M · 154 · 73rd
- EBSA $21M
- PART 154
- TYPE 73rd
- NET Defined Benefit (Pension)
- BOOK near The Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension Plan
- VS-ST ind #5300
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 Greenfield Savings Bank in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 810669576 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greenfield Savings Bank)
Sponsor-wide plan assets over time
All Greenfield Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 31.323454390347504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 299 | $35M |
| 2023 | 2 | 351 | $42M |
| 2024 | 2 | 362 | $46M |
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 Greenfield Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Fairfield Homes Title Holding Co., Inc. Defined Benefit Pension Plan in CA ($21M); by covered participants it is Clariant Corporation Combined Retirement Plan in NC (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Clariant Corporation Combined Retirement Plan (NC) 154 · 0 off
- Local 99 Pension Plan (IL) 154 · 0 off
- Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan (MN) 154 · 0 off
- IBEW Local Union No. 527 Pension Plan (TX) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.