401(k) · DOL Form 5500 · 2024

Eagle Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
73
Participants Small participant base
65th
Percentile by assets National rank
$210,735
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by Eagle Bank · Sponsored by Eagle Bank · Massachusetts · Finance & Insurance

$15M in assets, 73 participants

Eagle Bank's Sbera 401(k) Plan as Adopted by Eagle Bank reported $15M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,184 in Finance & Insurance (8,549 peers)

Eagle Bank multi-year trail

Eagle Bank's plans moved -51.7% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Eagle Bank at $15M / 73 participants.

#4,184
in Finance & Insurance (8,549 peers)
+12.2%
assets growth YoY

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

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

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

$15,383,684 Top 35% higher than 65% 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 Eagle 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 Eagle Bank is a small filing (73 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 Eagle 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 Eagle Bank end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by Eagle Bank reported participants fell from 74 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041295190 · Eagle Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by Eagle Bank · $15M · 73 · 65th

  • VS-ST $15M
  • VS-ST 73
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #4184

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 Eagle Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Eagle BankSbera 401(k) Plan as Adopted…$15MTitle 9 Sports, Inc. 401(k) Profit Sharing Plan & TrustTitle 9 Sports, Inc. 401(k) …$15MPorter Automotive Group 401(k) PlanPorter Automotive Group 401(…$15MGoodwill Industries of the Southern Piedmont, Inc. Retirement PlanGoodwill Industries of the S…$15MPearlman Group 401(k) Plan$15M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Eagle Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Eagle Bank multi-year asset trail

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

Eagle Bank filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN041295190
Plan Effective Date1995-11-01
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 Eagle Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Eagle Bank, Total assets ($B): 0.015383684 · Participants: 73Sbera 401(k) Plan as Adopted by Eagle 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 Eagle Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by Eagle Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust in CA ($15M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Eagle Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by Eagle Bank grew at a solid clip - up 12.2% during 2024, from $14M to $15M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Eagle Bank? ▼
Among 401(k) plans in other states, the closest by assets is Title 9 Sports, Inc. 401(k) Profit Sharing Plan & Trust in CA ($15M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Eagle Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 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.