Defined Benefit (Pension) · DOL Form 5500 · 2023

Country Bank for Savings Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
71
Participants Small participant base
77th
Percentile by assets National rank
$373,017
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Country Bank for Savings · Sponsored by Country Bank for Savings · Massachusetts · Finance & Insurance

$26M in assets, 71 participants

Country Bank for Savings's Sbera Pension Plan as Adopted by Country Bank for Savings reported $26M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,815 in Finance & Insurance (8,869 peers)

Where Sbera Pension Plan as Adopted by Country Bank for Savings sits by assets

Sbera Pension Plan as Adopted by Country Bank for Savings sits in the top quartile of all filed plans by assets, $26M for 71 participants (~$373,017/participant), up 16.3% in 2023.

#5,815
in Finance & Insurance (8,869 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sbera Pension Plan as Adopted by Country Bank for Savings's outsized position by total assets

Sbera Pension Plan as Adopted by Country Bank for Savings vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,484,226 Top 23% higher than 77% of 127,068 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 2023

Sbera Pension Plan as Adopted by Country Bank for Savings among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera Pension Plan as Adopted by Country Bank for Savings is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbera Pension Plan as Adopted by Country Bank for Savings reported net income rose from $598K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Country Bank for Savings end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Sbera Pension Plan as Adopted by Country Bank for Savings reported participants fell from 80 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041946610 · Country Bank for Savings PY 2023 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Country Bank for Savings · $26M · 71 · 77th

  • SCH $26M
  • EBSA 71
  • PART 77th
  • TYPE Defined Benefit (Pension)
  • NET near Urs Professional Solutions Pension Plan
  • BOOK ind #5815

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 Pension Plan as Adopted by Country Bank for Savings in the asset neighbourhood

United Ohio Insurance Company Pension PlanUnited Ohio Insurance Compan…$27MUrs Professional Solutions Pension PlanUrs Professional Solutions P…$26MSbera Pension Plan as Adopted by Country Bank for SavingsSbera Pension Plan as Adopte…$26MClifford Chance US LLP Partner Pension Plan IIClifford Chance US LLP Partn…$26MClifford Chance US LLP Partner Pension Plan IClifford Chance US LLP Partn…$26M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Country Bank for Savings and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN041946610
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Country Bank for Savings)

Sponsor-wide plan assets over time

All Country Bank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$70M 22.80469604363451% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57M $70M ▲ +22.8%
Year Plans Participants Total Assets
2022 2 295 $57M
2023 2 290 $68M
2024 2 283 $70M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Sbera Pension Plan as Adopted by Country Bank for Savings vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Country Bank for Savings, Total assets ($B): 0.026484226 · Participants: 71Sbera Pension Plan as Adopted by Country Bank for SavingsConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Sbera Pension Plan as Adopted by Country Bank for Savings vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Country Bank for Savings side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Country Bank for Savings's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Urs Professional Solutions Pension Plan in VA ($26M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera Pension Plan as Adopted by Country Bank for Savings assets move in 2023? ▼
Sbera Pension Plan as Adopted by Country Bank for Savings grew sharply - up 16.3% during 2023, from $23M to $26M. Reported net income was $4M.
How have Country Bank for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Country Bank for Savings's sponsor-wide assets grew 22.8%, from $57M to $70M.
Where does Sbera Pension Plan as Adopted by Country Bank for Savings rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Country Bank for Savings ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Country Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Urs Professional Solutions Pension Plan in VA ($26M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Country Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041946610.

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.