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
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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

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 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.

See the national 2023→2024 release diff →

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

Sbera 401(k) Plan as Adopted by Depositors Insurance FundSbera 401(k) Plan as Adopted…$6MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Girl Scouts of North East OhioSafe-Harbor 401(k) Profit Sh…$6MGridhawk 401(k) Plan$6MMdr Construction, Inc. 401(k) PlanMdr Construction, Inc. 401(k…$6MVytex Corporation 401(k) Plan$6M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by Depositors Insurance Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$12M$13M$14M$15M$16M 202220232024 $13M $15M ▲ +15.5%
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 EIN041647690
Plan Effective Date1995-01-01
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 Depositors Insurance Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by Depositors Insurance Fund, Total assets ($B): 0.005654926 · Participants: 6Sbera 401(k) Plan as Adopted by Depositors Insurance FundFidelity 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 Depositors Insurance Fund vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Depositors Insurance Fund assets move in 2024?
Sbera 401(k) Plan as Adopted by Depositors Insurance Fund grew at a solid clip - up 13.0% during 2024, from $5M to $6M. Reported net income was $652K.
How have Depositors Insurance Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Depositors Insurance Fund's sponsor-wide assets grew 15.5%, from $13M to $15M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by Depositors Insurance Fund?
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Girl Scouts of North East Ohio in OH ($6M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by Depositors Insurance Fund?
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).