Defined Benefit (Pension) · DOL Form 5500 · 2023
Bristol County Savings Bank Pension Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 330
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $220,689
- Avg per participant Above avg balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance
$73M in assets, 330 participants
Bristol County Savings Bank's Sbera Pension Plan as Adopted by Bristol County Savings Bank reported $73M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,352 in Finance & Insurance (8,869 peers)
Where Sbera Pension Plan as Adopted by Bristol County Savings Bank sits by assets
Sbera Pension Plan as Adopted by Bristol County Savings Bank sits in the top quartile of all filed plans by assets, $73M for 330 participants (~$220,689/participant), up 17.0% in 2023.
- #7,352
- in Finance & Insurance (8,869 peers)
- +17.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Sbera Pension Plan as Adopted by Bristol County Savings Bank's outsized position by total assets
Sbera Pension Plan as Adopted by Bristol County Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,827,287 Top 11% higher than 89% 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 Bristol County 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 Bristol County Savings Bank sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera Pension Plan as Adopted by Bristol County Savings Bank reported net income rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by Bristol County Savings Bank end-of-year assets rose from $62M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Sbera Pension Plan as Adopted by Bristol County Savings Bank reported participants rose from 298 in the plan year 2022 filing to 330 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 043317338 · Bristol County Savings Bank PY 2023 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Bristol County Savings Bank · $73M · 330 · 89th
- EBSA $73M
- EBSA 330
- EBSA 89th
- EBSA Defined Benefit (Pension)
- EBSA near Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan
- EBSA ind #7352
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 Bristol County Savings Bank in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $11M |
| Employer EIN | 043317338 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bristol County Savings Bank)
Sponsor-wide plan assets over time
All Bristol County Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 36.44661827544983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 611 | $106M |
| 2023 | 2 | 638 | $126M |
| 2024 | 2 | 653 | $144M |
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 Bristol County Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan in MD ($73M); by covered participants it is Eastern Shore Teamsters Pension Fund in MD (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Eastern Shore Teamsters Pension Fund (MD) 330 · 0 off
- Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies (PA) 330 · 0 off
- Iuoe Local 295-295b,C Pension Fund (NY) 330 · 0 off
- Allina Health Pension Plan for Collectively Bargained Employees (MN) 329 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.