Defined Benefit (Pension) · DOL Form 5500 · 2023

Pentucket Bank Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
92
Participants Small participant base
74th
Percentile by assets National rank
$234,756
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Pentucket Bank · Sponsored by Pentucket Bank · Massachusetts · Finance & Insurance

$22M in assets, 92 participants

Pentucket Bank's Sbera Pension Plan as Adopted by Pentucket Bank reported $22M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,414 in Finance & Insurance (8,869 peers)

Pentucket Bank multi-year trail

Pentucket Bank's plans moved -26.0% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Pentucket Bank at $22M / 92 participants.

#5,414
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Sbera Pension Plan as Adopted by Pentucket Bank's outsized position by total assets

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

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

$21,597,567 Top 26% higher than 74% 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 Pentucket 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 Pentucket Bank is a small filing (92 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 Pentucket Bank reported net income rose from -$139K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Pentucket Bank end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Pentucket Bank reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 812054111 · Pentucket Bank PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Pentucket Bank · $22M · 92 · 74th

  • TYPE $22M
  • NET 92
  • BOOK 74th
  • VS-ST Defined Benefit (Pension)
  • BOY near Mdwest One, P.C. Cash Balance Pension Plan
  • SCH ind #5414

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 Pentucket Bank in the asset neighbourhood

Irving Tissue Pension Plan$22MSbera Pension Plan as Adopted by Pentucket BankSbera Pension Plan as Adopte…$22MMdwest One, P.C. Cash Balance Pension PlanMdwest One, P.C. Cash Balanc…$22MAxia Inc. Retirement Plan$22MState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and TrustState Employees Credit Union…$22M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Pentucket Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pentucket Bank multi-year asset trail

Sponsor-wide plan assets over time

All Pentucket Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 25.96504905702793% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.7M $23.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 210 $32M
2023 3 310 $37M
2024 1 69 $24M

Pentucket Bank filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN812054111
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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Pentucket Bank, Total assets ($B): 0.021597567 · Participants: 92Sbera Pension Plan as Adopted by Pentucket 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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Pentucket Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Mdwest One, P.C. Cash Balance Pension Plan in NE ($22M); by covered participants it is Agm Container Controls, Inc. Defined Benefit Pension Plan in AZ (92 participants). Same-state nearby plans are listed separately above.

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 Pentucket Bank assets move in 2023? ▼
Sbera Pension Plan as Adopted by Pentucket Bank grew sharply - up 18.2% during 2023, from $18M to $22M. Reported net income was $3M.
How have Pentucket Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentucket Bank's sponsor-wide assets declined 26.0%, from $32M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mdwest One, P.C. Cash Balance Pension Plan in NE ($22M, 158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Agm Container Controls, Inc. Defined Benefit Pension Plan in AZ (92 participants, $6M 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 812054111.

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.