401(k) · DOL Form 5500 · 2024

The Savings Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
102
Participants Small participant base
72nd
Percentile by assets National rank
$215,436
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by the Savings Bank · Sponsored by The Savings Bank · Massachusetts · Finance & Insurance

$22M in assets, 102 participants

The Savings Bank's Sbera 401(k) Plan as Adopted by the Savings Bank reported $22M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,924 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Sbera 401(k) Plan as Adopted by the Savings Bank covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.

#4,924
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY

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

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

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

$21,974,492 Top 28% higher than 72% 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 the 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 the Savings Bank sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera 401(k) Plan as Adopted by the Savings Bank reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by the Savings Bank end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by the Savings Bank reported participants rose from 97 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041939290 · The Savings Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by the Savings Bank · $22M · 102 · 72nd

  • 5500 $22M
  • 5500 102
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Unchained Labs Retirement Savings Plan
  • 5500 ind #4924

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 the Savings Bank in the asset neighbourhood

Unchained Labs Retirement Savings PlanUnchained Labs Retirement Sa…$22MSbera 401(k) Plan as Adopted by the Savings BankSbera 401(k) Plan as Adopted…$22MHunter Industries Holding Company, Ltd. 401(k) Savings PlanHunter Industries Holding Co…$22MBalsam Brands Inc. Retirement TrustBalsam Brands Inc. Retiremen…$22MWestern Partitions, Inc. 401(k) Profit Sharing PlanWestern Partitions, Inc. 401…$22M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by the Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN041939290
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Savings Bank)

Sponsor-wide plan assets over time

All The Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 35.60020568512145% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 90 $16M
2023 1 97 $19M
2024 1 102 $22M

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 the Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by the Savings Bank, Total assets ($B): 0.021974492 · Participants: 102Sbera 401(k) Plan as Adopted by the 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 the Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by the Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Unchained Labs Retirement Savings Plan in CA ($22M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 the Savings Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by the Savings Bank grew at a solid clip - up 13.6% during 2024, from $19M to $22M. Reported net income was $3M.
How have The Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Savings Bank's sponsor-wide assets grew 35.6%, from $16M to $22M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by the Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is Unchained Labs Retirement Savings Plan in CA ($22M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by the Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 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 041939290.

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.