401(k) · DOL Form 5500 · 2024

Bristol County Savings Bank 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
322
Participants Below avg headcount
86th
Percentile by assets National rank
$193,128
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance

$62M in assets, 322 participants

Bristol County Savings Bank's Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported $62M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,755 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Bristol County Savings Bank covers 322 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $62M.

#6,755
in Finance & Insurance (8,549 peers)
+16.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sbera 401(k) Plan as Adopted by Bristol County Savings Bank's outsized position by total assets

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

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

$62,187,260 Top 14% higher than 86% 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 Bristol County Savings Bank among mid-size 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 Bristol County Savings Bank sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera 401(k) Plan as Adopted by Bristol County Savings Bank end-of-year assets rose from $54M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Bristol County Savings Bank reported participants rose from 308 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043317338 · Bristol County Savings Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by Bristol County Savings Bank · $62M · 322 · 86th

  • BOOK $62M
  • VS-ST 322
  • BOY 86th
  • SCH 401(k)
  • EBSA near Hoffer Plastics Corporation Profit Sharing and 401(k) Plan
  • PART ind #6755

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 Bristol County Savings Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Bristol County Savings BankSbera 401(k) Plan as Adopted…$62MHoffer Plastics Corporation Profit Sharing and 401(k) PlanHoffer Plastics Corporation …$62MAlpla 401(k) Retirement Plan$62MMotive Technologies 401(k) PlanMotive Technologies 401(k) P…$62MGreat Wolf Resorts 401(k) PlanGreat Wolf Resorts 401(k) Pl…$62M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Bristol County Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$62M
Net Income$9M
Employer EIN043317338
Plan Effective Date1994-10-01
Filing StatusFILING 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
$100M$120M$140M$160M 202220232024 $106M $144M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 611 $106M
2023 2 638 $126M
2024 2 653 $144M

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 Bristol County Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Bristol County Savings Bank, Total assets ($B): 0.06218726 · Participants: 322Sbera 401(k) Plan as Adopted by Bristol County 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 Bristol County Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Bristol County Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hoffer Plastics Corporation Profit Sharing and 401(k) Plan in IL ($62M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Bristol County Savings Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank grew sharply - up 16.2% during 2024, from $54M to $62M. Reported net income was $9M.
How have Bristol County Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol County Savings Bank's sponsor-wide assets grew 36.4%, from $106M to $144M.
Where does Sbera 401(k) Plan as Adopted by Bristol County Savings Bank rank by assets among Form 5500 filers? ▼
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Bristol County Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Hoffer Plastics Corporation Profit Sharing and 401(k) Plan in IL ($62M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Bristol County Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 043317338.

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.