401(k) · DOL Form 5500 · 2024

North Brookfield Savings Bank 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
56
Participants Small participant base
42nd
Percentile by assets National rank
$87,763
Avg per participant Below avg balance/head
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Official DOL plan name: Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank · Sponsored by North Brookfield Savings Bank · Massachusetts · Finance & Insurance

$5M in assets, 56 participants

North Brookfield Savings Bank's Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank reported $5M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,394 in Finance & Insurance (8,549 peers)

North Brookfield Savings Bank multi-year trail

North Brookfield Savings Bank's plans moved +162.1% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank at $5M / 56 participants.

#2,394
in Finance & Insurance (8,549 peers)
+19.8%
assets growth YoY

Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank's mid-pack asset rank among Finance & Insurance and all filers

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

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

$4,914,748 42nd percentile higher than 42% 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 North Brookfield Savings 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 North Brookfield Savings Bank is a small filing (56 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 North Brookfield Savings Bank end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank reported participants fell from 62 in the plan year 2023 filing to 56 in the plan year 2024 filing.
  • Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank reported net income fell from $885K in the plan year 2023 filing to $811K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 874195885 · North Brookfield Savings Bank PY 2024 · 401(k)

Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank · $5M · 56 · 42nd

  • BOOK $5M
  • BOOK 56
  • BOOK 42nd
  • BOOK 401(k)
  • BOOK near First Tek 401(k) Plan
  • BOOK ind #2394

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 North Brookfield Savings Bank in the asset neighbourhood

Drawbridge 401(k) Plan$5MH & H Insurance Services, Inc. Profit Sharing PlanH & H Insurance Services, In…$5MSdii Global, LLC 401(k) Savings PlanSdii Global, LLC 401(k) Savi…$5MSbera 401(k) Plan as Adopted by North Brookfield Savings BankSbera 401(k) Plan as Adopted…$5MFirst Tek 401(k) Plan$5M
End-of-year total assets ($M) among Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Brookfield Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All North Brookfield Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$8M 162.11500699344597% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.22M $8.43M ▲ +161.8%
Year Plans Participants Total Assets
2022 1 73 $3M
2023 2 72 $8M
2024 2 65 $8M

North Brookfield Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$811K
Employer EIN874195885
Plan Effective Date1998-04-01
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 North Brookfield Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank, Total assets ($B): 0.004914748 · Participants: 56Sbera 401(k) Plan as Adopted by North Brookfield 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 North Brookfield Savings Bank vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is First Tek 401(k) Plan in NJ ($5M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 North Brookfield Savings Bank assets move in 2024? ▼
Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank grew sharply - up 19.8% during 2024, from $4M to $5M. Reported net income was $811K.
How have North Brookfield Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Brookfield Savings Bank's sponsor-wide assets grew 162.1%, from $3M to $8M.
Which 401(k) plans are similar in size to Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank? ▼
Among 401(k) plans in other states, the closest by assets is First Tek 401(k) Plan in NJ ($5M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Sbera 401(k) Plan as Adopted by North Brookfield Savings Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M 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 874195885.

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.