401(k) · DOL Form 5500 · 2024

Athol Savings Bank 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
84
Participants Small participant base
60th
Percentile by assets National rank
$142,875
Avg per participant Near avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Athol Savings Bank · Sponsored by Athol Savings Bank · Massachusetts · Finance & Insurance

$12M in assets, 84 participants

Athol Savings Bank's Sbera 401(k) Plan as Adopted by Athol Savings Bank reported $12M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,730 in Finance & Insurance (8,549 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 401(k) Plan as Adopted by Athol Savings Bank at $12M / 84 participants.

#3,730
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY

Sbera 401(k) Plan as Adopted by Athol Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by Athol Savings Bank vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,001,527 Top 40% higher than 60% of 123,620 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 2024

Sbera 401(k) Plan as Adopted by Athol Savings Bank among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Athol Savings Bank is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera 401(k) Plan as Adopted by Athol Savings Bank reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Athol Savings Bank end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Athol Savings Bank reported participants rose from 80 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 041046670 · Athol Savings Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by Athol Savings Bank · $12M · 84 · 60th

  • ASSETS $12M
  • ASSETS 84
  • ASSETS 60th
  • ASSETS 401(k)
  • ASSETS near Summit Ridge Energy 401(k) Plan
  • ASSETS ind #3730

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 401(k) Plan as Adopted by Athol Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Athol Savings BankSbera 401(k) Plan as Adopted…$12MSummit Ridge Energy 401(k) PlanSummit Ridge Energy 401(k) P…$12MCeribell, Inc. 401(k) Plan$12MWhite-Spunner Construction, LLC.401(k) PlanWhite-Spunner Construction, …$12MChemtrusion, Inc. 401(k) Savings and Profit Sharing PlanChemtrusion, Inc. 401(k) Sav…$12M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Athol Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN041046670
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sbera 401(k) Plan as Adopted by Athol Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Athol Savings Bank, Total assets ($B): 0.012001527 · Participants: 84Sbera 401(k) Plan as Adopted by Athol Savings BankFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sbera 401(k) Plan as Adopted by Athol Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Athol Savings Bank side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by Athol Savings Bank's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Summit Ridge Energy 401(k) Plan in VA ($12M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera 401(k) Plan as Adopted by Athol Savings Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by Athol Savings Bank grew at a solid clip - up 14.9% during 2024, from $10M to $12M. 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 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Athol Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Summit Ridge Energy 401(k) Plan in VA ($12M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Athol Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.