401(k) · DOL Form 5500 · 2024

Clinton Savings Bank 401(k) Plan

Data updated 2026-08-11

$17M
Total assets
108
Participants
67th
Percentile by assets
$159,764
Avg per participant
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Clinton Savings Bank · Sponsored by Clinton Savings Bank · Massachusetts · Finance & Insurance

$17M in assets, 108 participants

Clinton Savings Bank's Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported $17M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • 67th percentile by assets (of 123,622 plans)
  • #4,429 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by Clinton Savings Bank covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
108
covered participants
67th
percentile by assets (of 123,622 plans)
$159,764
avg assets per participant

Where Sbera 401(k) Plan as Adopted by Clinton Savings Bank sits by total assets

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

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

$17,254,553 Top 33% higher than 67% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Clinton Savings Bank reported participants rose from 104 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Sbera 401(k) Plan as Adopted by Clinton Savings Bank reports 108 participants - about 16% of that state average ($17M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN041185690
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clinton Savings Bank)

$16M$18M$20M$22M$24M 202220232024 $17.3M $23.3M ▲ +34.8%
Total plan assets by year, all Clinton Savings Bank plans on file
Year Plans Participants Total Assets
2022 2 127 $17M
2023 2 122 $21M
2024 2 124 $23M

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 Clinton Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as…, Total assets ($B): 0.017254553 · Participants: 108Sbera 401(k) Plan as…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Sbera 401(k) Plan as Adopted by Clinton Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Clinton … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sbera 401(k) Plan as Adopted by Clinton Savings Bank by total assets, not by location.

Frequently Asked Questions

How did Sbera 401(k) Plan as Adopted by Clinton Savings Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by Clinton Savings Bank grew at a solid clip - up 14.4% during 2024, from $15M to $17M. Reported net income was $2M.
How have Clinton Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clinton Savings Bank's sponsor-wide assets grew 34.9%, from $17M to $23M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Clinton Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Bill Pearce Motors, Inc. 401(k) Profit Sharing Plan in NV ($17M, 175 participants).

Next read for Sbera 401(k) Plan as Adopted by Clinton …

Filing takeaways

Ways to act on Sbera 401(k) Plan as Adopted by Clinton Savings Bank's numbers.

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 041185690.

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.