Defined Benefit (Pension) · DOL Form 5500 · 2024

Sugar River Bank Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
22
Participants Small participant base
54th
Percentile by assets National rank
$413,187
Avg per participant High balance/head
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Official DOL plan name: Sugar River Bank Pension Plan · Sponsored by Sugar River Bank · New Hampshire · Finance & Insurance

$9M in assets, 22 participants

Sugar River Bank's Sugar River Bank Pension Plan reported $9M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,221 in Finance & Insurance (8,549 peers)

Sugar River Bank multi-year trail

Sugar River Bank's plans moved +16.3% in assets from 2022 to 2024; this filing shows Sugar River Bank Pension Plan at $9M / 22 participants.

#3,221
in Finance & Insurance (8,549 peers)
-5.3%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sugar River Bank Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Sugar River Bank Pension Plan vs every filed plan by assets

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

$9,090,108 Top 46% higher than 54% 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

Sugar River Bank Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugar River Bank Pension Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sugar River Bank Pension Plan reported net income fell from $185K in the plan year 2023 filing to -$507K in the plan year 2024 filing.
  • Sugar River Bank Pension Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sugar River Bank Pension Plan reported participants fell from 23 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020195180 · Sugar River Bank PY 2024 · Defined Benefit (Pension)

Sugar River Bank Pension Plan · $9M · 22 · 54th

  • PCT $9M
  • EIN 22
  • RANK 54th
  • PHOTO Defined Benefit (Pension)
  • IND near Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund
  • EOY ind #3221

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 New Hampshire →

Sugar River Bank Pension Plan in the asset neighbourhood

Pension Plan for Hourly Employees of Transdigm Inc. Wiggins Connectors DivisionPension Plan for Hourly Empl…$9MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$9MSugar River Bank Pension Plan$9MCumberland Md Teamsters Const. Ind. & Misc. Pension FundCumberland Md Teamsters Cons…$9MCobre Valley Community Hospital Retirement Plan for Salaried EmployeesCobre Valley Community Hospi…$9M
End-of-year total assets ($M) among Sugar River Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Sugar River Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sugar River Bank plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.28264926762569% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $18.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 101 $16M
2023 2 99 $18M
2024 2 98 $19M

Sugar River Bank filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$507K
Employer EIN020195180
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Sugar River Bank Pension Plan, Total assets ($M): 9.090108 · Participants: 22Sugar River Bank Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 609.093653 · Participants: 1373Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 413.104597 · Participants: 3416Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 266.934444 · Participants: 475Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 242.985045 · Participants: 352Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 210.333889 · Participants: 238Osram Sylvania Pension Plan
Sugar River Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Sugar River Bank Pension Plan side-by-side with 3 peers →

Sugar River Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD ($9M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Sugar River Bank Pension Plan assets move in 2024? ▼
Sugar River Bank Pension Plan pulled back noticeably - down 5.3% during 2024, from $10M to $9M. Reported net income was -$507K.
How have Sugar River Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugar River Bank's sponsor-wide assets grew 16.3%, from $16M to $19M.
Which Defined Benefit (Pension) plans are similar in size to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund in MD ($9M, 14 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sugar River Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $9M 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 020195180.

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.