401(k) · DOL Form 5500 · 2024

New Haven Bank 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
30th
Percentile by assets National rank
$104,669
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by New Haven Bank · Sponsored by New Haven Bank · Connecticut · Finance & Insurance

$2M in assets, 20 participants

New Haven Bank's Sbera 401(k) Plan as Adopted by New Haven Bank reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,614 in Finance & Insurance (8,549 peers)

New Haven Bank multi-year trail

New Haven Bank's plans moved +94.3% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by New Haven Bank at $2M / 20 participants.

#1,614
in Finance & Insurance (8,549 peers)
+11.1%
assets growth YoY

Sbera 401(k) Plan as Adopted by New Haven Bank among the smaller filed plans by assets

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

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

$2,093,389 30th percentile higher than 30% 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 Haven 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 New Haven Bank is a small filing (20 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 Haven Bank reported net income fell from $808K in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by New Haven Bank end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by New Haven Bank reported participants rose from 19 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 272158408 · New Haven Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by New Haven Bank · $2M · 20 · 30th

  • EBSA $2M
  • EBSA 20
  • EBSA 30th
  • EBSA 401(k)
  • EBSA near Federal Way Women's Health Care Profit-Sharing Plan
  • EBSA ind #1614

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 Connecticut →

Sbera 401(k) Plan as Adopted by New Haven Bank in the asset neighbourhood

Sbera 401(k) Plan as Adopted by New Haven BankSbera 401(k) Plan as Adopted…$2MFederal Way Women's Health Care Profit-Sharing PlanFederal Way Women's Health C…$2MSw Electronics and Manufacturing Corporation 401(k) Profit Sharing PlanSw Electronics and Manufactu…$2MVander Pol Excavating, LLC 401(k) Profit Sharing PlanVander Pol Excavating, LLC 4…$2MEmployee Benefit Plan of the League for People with Disabilities, IncorporatedEmployee Benefit Plan of the…$2M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by New Haven Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Haven Bank multi-year asset trail

Sponsor-wide plan assets over time

All New Haven Bank plans reported in each filing year

Latest sponsor-wide plan assets
$2M 94.3015169965992% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.09M ▲ +93.5%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 19 $2M
2024 1 20 $2M

New Haven Bank filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$208K
Employer EIN272158408
Plan Effective Date2012-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sbera 401(k) Plan as Adopted by New Haven Bank vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by New Haven Bank, Total assets ($B): 0.002093389 · Participants: 20Sbera 401(k) Plan as Adopted by New Haven BankRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Sbera 401(k) Plan as Adopted by New Haven Bank vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by New Haven Bank side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Federal Way Women's Health Care Profit-Sharing Plan in WA ($2M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Haven Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by New Haven Bank grew at a solid clip - up 11.1% during 2024, from $2M to $2M. Reported net income was $208K.
How have New Haven Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Haven Bank's sponsor-wide assets grew 94.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by New Haven Bank? ▼
Among 401(k) plans in other states, the closest by assets is Federal Way Women's Health Care Profit-Sharing Plan in WA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by New Haven Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 272158408.

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.