Defined Benefit (Pension) · DOL Form 5500 · 2023

Athol Savings Bank Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
73
Participants Small participant base
59th
Percentile by assets National rank
$142,369
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Athol Savings Bank · Sponsored by Athol Savings Bank · Massachusetts · Finance & Insurance

$10M in assets, 73 participants

Athol Savings Bank's Sbera Pension Plan as Adopted by Athol Savings Bank reported $10M in total assets and 73 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.

  • #3,925 in Finance & Insurance (8,869 peers)

Athol Savings Bank multi-year trail

Athol Savings Bank's plans moved +37.5% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Athol Savings Bank at $10M / 73 participants.

#3,925
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY

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

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

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

$10,392,967 Top 41% higher than 59% 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 Athol 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 Athol Savings Bank is a small filing (73 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 Athol Savings Bank reported net income rose from $375K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Athol Savings Bank reported participants rose from 58 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Athol Savings Bank end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041046670 · Athol Savings Bank PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Athol Savings Bank · $10M · 73 · 59th

  • ASSETS $10M
  • PCT 73
  • EIN 59th
  • RANK Defined Benefit (Pension)
  • PHOTO near The Indak Employees' Combined Pension Plan and Trust
  • IND ind #3925

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 Athol Savings Bank in the asset neighbourhood

The Indak Employees' Combined Pension Plan and TrustThe Indak Employees' Combine…$10MLiberty Lines Transit, Inc. Pension PlanLiberty Lines Transit, Inc. …$10MSbera Pension Plan as Adopted by Athol Savings BankSbera Pension Plan as Adopte…$10MIBEW Local Union No. 527 Pension PlanIBEW Local Union No. 527 Pen…$10MMvb Bank, Inc. Defined Benefit Pension PlanMvb Bank, Inc. Defined Benef…$10M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Athol Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Athol Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Athol Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 37.47762198091426% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.5M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 140 $17M
2023 2 153 $21M
2024 2 151 $24M

Athol Savings Bank filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN041046670
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 Athol Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Athol Savings Bank, Total assets ($B): 0.010392967 · Participants: 73Sbera Pension Plan as Adopted by Athol Savings 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 Athol Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Athol Savings Bank side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Athol 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 Indak Employees' Combined Pension Plan and Trust in IL ($10M); by covered participants it is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Athol Savings Bank assets move in 2023? ▼
Sbera Pension Plan as Adopted by Athol Savings Bank grew sharply - up 19.7% during 2023, from $9M to $10M. Reported net income was $2M.
How have Athol Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athol Savings Bank's sponsor-wide assets grew 37.5%, from $17M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Athol Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Indak Employees' Combined Pension Plan and Trust in IL ($10M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Athol Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mosaic Combined U.S. Defined Benefit Pension Plan in FL (73 participants, $19M 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 041046670.

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.