401(k) · DOL Form 5500 · 2024

New England Automated Clearinghouse 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
40th
Percentile by assets National rank
$321,047
Avg per participant High balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse · Sponsored by New England Automated Clearinghouse · Massachusetts · Finance & Insurance

$4M in assets, 14 participants

New England Automated Clearinghouse's Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse reported $4M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,293 in Finance & Insurance (8,549 peers)

New England Automated Clearinghouse multi-year trail

New England Automated Clearinghouse's plans moved +35.3% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse at $4M / 14 participants.

#2,293
in Finance & Insurance (8,549 peers)
+7.1%
assets growth YoY

Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse's mid-pack asset rank among Finance & Insurance and all filers

Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse vs every filed plan by assets

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

$4,494,657 40th percentile higher than 40% 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 New England Automated Clearinghouse 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 New England Automated Clearinghouse is a small filing (14 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 New England Automated Clearinghouse reported net income fell from $875K in the plan year 2023 filing to $296K in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042514013 · New England Automated Clearinghouse PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse · $4M · 14 · 40th

  • 5500 $4M
  • ASSETS 14
  • PCT 40th
  • EIN 401(k)
  • RANK near Hold'em Properties, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2293

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 New England Automated Clearinghouse in the asset neighbourhood

Powers Farley, PC Profit Sharing & 401(k) PlanPowers Farley, PC Profit Sha…$4MProfex, Inc. 401(k) Plan$4MSbera 401(k) Plan as Adopted by New England Automated ClearinghouseSbera 401(k) Plan as Adopted…$4MHold'em Properties, Inc. 401(k) Profit Sharing PlanHold'em Properties, Inc. 401…$4MThe Wise Company, LLC Profit Sharing Plan and TrustThe Wise Company, LLC Profit…$4M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New England Automated Clearinghouse multi-year asset trail

Sponsor-wide plan assets over time

All New England Automated Clearinghouse plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.25168663749782% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.32M $4.49M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 15 $4M
2024 1 14 $4M

New England Automated Clearinghouse filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$296K
Employer EIN042514013
Plan Effective Date1997-11-01
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 New England Automated Clearinghouse vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse, Total assets ($B): 0.004494657 · Participants: 14Sbera 401(k) Plan as Adopted by New England Automated ClearinghouseFidelity 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 New England Automated Clearinghouse vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse side-by-side with 3 peers →

Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hold'em Properties, Inc. 401(k) Profit Sharing Plan in AZ ($4M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 New England Automated Clearinghouse assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse grew at a solid clip - up 7.1% during 2024, from $4M to $4M. Reported net income was $296K.
How have New England Automated Clearinghouse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New England Automated Clearinghouse's sponsor-wide assets grew 35.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse? ▼
Among 401(k) plans in other states, the closest by assets is Hold'em Properties, Inc. 401(k) Profit Sharing Plan in AZ ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by New England Automated Clearinghouse? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 042514013.

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.