401(k) · DOL Form 5500 · 2024
Depositors Insurance Fund 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $942,488
- Avg per participant High balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Depositors Insurance Fund · Sponsored by Depositors Insurance Fund · Massachusetts · Finance & Insurance
$6M in assets, 6 participants
Depositors Insurance Fund's Sbera 401(k) Plan as Adopted by Depositors Insurance Fund reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,568 in Finance & Insurance (8,549 peers)
Depositors Insurance Fund multi-year trail
Depositors Insurance Fund's plans moved +15.5% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Depositors Insurance Fund at $6M / 6 participants.
- #2,568
- in Finance & Insurance (8,549 peers)
- +13.0%
- assets growth YoY
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund's mid-pack asset rank among Finance & Insurance and all filers
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,654,926 44th percentile higher than 44% of 123,620 filed plans
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 Depositors Insurance Fund among micro 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 Depositors Insurance Fund is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbera 401(k) Plan as Adopted by Depositors Insurance Fund reported net income rose from -$684K in the plan year 2023 filing to $652K in the plan year 2024 filing.
- Sbera 401(k) Plan as Adopted by Depositors Insurance Fund end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 041647690 · Depositors Insurance Fund PY 2024 · 401(k)
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund · $6M · 6 · 44th
- PCT $6M
- EIN 6
- RANK 44th
- PHOTO 401(k)
- IND near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Girl Scouts of North East Ohio
- EOY ind #2568
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 Depositors Insurance Fund in the asset neighbourhood
Depositors Insurance Fund multi-year asset trail
Sponsor-wide plan assets over time
All Depositors Insurance Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 15.480281202092419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 14 | $13M |
| 2023 | 2 | 12 | $14M |
| 2024 | 2 | 12 | $15M |
Depositors Insurance Fund filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $652K |
| Employer EIN | 041647690 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Girl Scouts of North East Ohio in OH ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.