Defined Benefit (Pension) · DOL Form 5500 · 2023

Eagle Bank Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$385,564
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Eagle Bank · Sponsored by Eagle Bank · Massachusetts · Finance & Insurance

$24M in assets, 63 participants

Eagle Bank's Sbera Pension Plan as Adopted by Eagle Bank reported $24M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,648 in Finance & Insurance (8,869 peers)

Where Sbera Pension Plan as Adopted by Eagle Bank sits by assets

Sbera Pension Plan as Adopted by Eagle Bank sits in the top quartile of all filed plans by assets, $24M for 63 participants (~$385,564/participant), up 20.7% in 2023.

#5,648
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

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

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

$24,290,531 Top 24% higher than 76% 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 Eagle 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 Eagle Bank is a small filing (63 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 Eagle Bank reported net income rose from $777K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Eagle Bank end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Eagle Bank reported participants fell from 66 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041295190 · Eagle Bank PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Eagle Bank · $24M · 63 · 76th

  • IND $24M
  • IND 63
  • IND 76th
  • IND Defined Benefit (Pension)
  • IND near American Optical Corporation Retirement Plan
  • IND ind #5648

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 Eagle Bank in the asset neighbourhood

California Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$24MAmerican Optical Corporation Retirement PlanAmerican Optical Corporation…$24MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$24MSouthern Illinois Bricklayers Pension FundSouthern Illinois Bricklayer…$24MBunge Milling, Inc. Union Pension PlanBunge Milling, Inc. Union Pe…$24M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Eagle Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN041295190
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Bank)

Sponsor-wide plan assets over time

All Eagle Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.722638728321066% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $31.9M $15.4M ▼ -51.7%
Year Plans Participants Total Assets
2022 2 140 $32M
2023 2 137 $38M
2024 1 73 $15M

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 Eagle Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Eagle Bank, Total assets ($B): 0.024290531 · Participants: 63Sbera Pension Plan as Adopted by Eagle 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 Eagle Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Eagle Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is American Optical Corporation Retirement Plan in CT ($24M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Eagle Bank assets move in 2023? ▼
Sbera Pension Plan as Adopted by Eagle Bank grew sharply - up 20.7% during 2023, from $20M to $24M. Reported net income was $4M.
How have Eagle Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Bank's sponsor-wide assets declined 51.7%, from $32M to $15M.
Where does Sbera Pension Plan as Adopted by Eagle Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Eagle Bank ranks in the 76th 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 Eagle Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Optical Corporation Retirement Plan in CT ($24M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Eagle Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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 041295190.

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.