401(k) · DOL Form 5500 · 2024
Cooperative Banks Employees Retirement Association 401(k) Plan
Data updated 2026-08-25
- $814M
- Total assets Above avg plan size
- 3,191
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $254,947
- Avg per participant Above avg balance/head
Official DOL plan name: Cbera Plan a · Sponsored by Cooperative Banks Employees Retirement Association · Massachusetts · Finance & Insurance
$814M in assets, 3,191 participants
Cooperative Banks Employees Retirement Association's Cbera Plan a reported $814M in total assets and 3,191 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,254 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Cbera Plan a covers 3,191 participants in Massachusetts, 4.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $814M.
- #8,254
- in Finance & Insurance (8,549 peers)
- +12.1%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Cbera Plan a's outsized position by total assets
Cbera Plan a vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$813,534,472 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cbera Plan a's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbera Plan a lands in the large band (3,191 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cbera Plan a end-of-year assets rose from $725M in the plan year 2023 filing to $814M in the plan year 2024 filing.
- Cbera Plan a reported net income fell from $107M in the plan year 2023 filing to $97M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 046035593 · Cooperative Banks Employees Retirement Association PY 2024 · 401(k)
Cbera Plan a · $814M · 3,191 · 98th
- PART $814M
- PART 3,191
- PART 98th
- PART 401(k)
- PART near W.R. Grace & Co. Savings & Investment Plan
- PART ind #8254
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 →
Cbera Plan a in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $725M |
|---|---|
| Net Assets (End of Year) | $813M |
| Net Income | $97M |
| Employer EIN | 046035593 |
| Plan Effective Date | 1946-01-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooperative Banks Employees Retirement Association)
Sponsor-wide plan assets over time
All Cooperative Banks Employees Retirement Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $944M 0.035842824759074035% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,708 | $944M |
| 2023 | 2 | 3,754 | $1.0B |
| 2024 | 2 | 3,644 | $944M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Cbera Plan a's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is W.R. Grace & Co. Savings & Investment Plan in MD ($813M); by covered participants it is Cogir Management USA, Inc. 401(k) Plan and Trust in AZ (3,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($814M here).
- W.R. Grace & Co. Savings & Investment Plan (MD) $813M · 2,494
- New York Hotel Trades Council & Hotel Association of New York City, Inc. 401(k) Savings Plan (NY) $813M · 26,383
- Protiviti Inc. 401(k) and Profit Sharing Plan (CA) $814M · 4,866
- Its USA Retirement Savings Plan (TX) $811M · 6,219
Similar participant headcount
Nearest other-state filings by covered participants (3,191 participants); asset peers above are excluded.
- Cogir Management USA, Inc. 401(k) Plan and Trust (AZ) 3,191 · 0 off
- Kalitta Companies 401(k) Savings Plan (MI) 3,192 · 1 off
- Velociti Services 401(k) Plan (GA) 3,194 · 3 off
- Overhead Door Corporation Retirement Savings Plan (TX) 3,195 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.