Defined Benefit (Pension) · DOL Form 5500 · 2024

Cooperative Banks Employees Retirement Association Pension Plan

Data updated 2026-07-24

$130M
Total assets
453
Participants
92nd
Percentile by assets
$287,052
Avg per participant
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Official DOL plan name: Cbera Plan C · Sponsored by Cooperative Banks Employees Retirement Association · Massachusetts · Finance & Insurance

$130M in assets, 453 participants

Cooperative Banks Employees Retirement Association's Cbera Plan C reported $130M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 116,472 plans)

Where Cbera Plan C sits by assets

Cbera Plan C sits in the top 10% of all filed plans by assets, $130M for 453 participants (~$287,052/participant), down 56.5% in 2024.

$130M
total plan assets (2024 EOY)
453
covered participants
92nd
percentile by assets (of 116,472 plans)
$287,052
avg assets per participant

The plan reported a net loss of $142M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cbera Plan C reported net income fell from $10M in the plan year 2023 filing to -$142M in the plan year 2024 filing.
  • Cbera Plan C end-of-year assets fell from $299M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Cbera Plan C reported participants fell from 567 in the plan year 2023 filing to 453 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Cbera Plan C vs the 2024 asset distribution

By assets, Cbera Plan C outranks 92% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$299M
Net Assets (End of Year)$130M
Net Income-$142M
Employer EIN046035593
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperative Banks Employees Retirement Association)

$0.9B$0.95B$1B$1.05B 202220232024 $0.94B $0.94B ▲ +0.0%
Total plan assets by year, all Cooperative Banks Employees Retirement Association plans on file
Year Plans Participants Total Assets
2022 2 3,708 $944M
2023 2 3,754 $1.0B
2024 2 3,644 $944M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Cbera Plan C vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Cbera Plan C vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cbera Plan CLiberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…N. Atlantic States C…Massachusetts Labore…
Cbera Plan C vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Cbera Plan C by total assets, not by location.

Frequently Asked Questions

How did Cbera Plan C assets move in 2024?
Cbera Plan C contracted severely - down 56.5% during 2024, from $299M to $130M. Reported net income was -$142M.
How have Cooperative Banks Employees Retirement Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Cooperative Banks Employees Retirement Association's sponsor-wide assets declined 0.0%, from $944M to $944M.
Where does Cbera Plan C rank by assets among Form 5500 filers?
Cbera Plan C ranks in the 92nd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cbera Plan C?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 153 Pension Fund in NY ($130M, 1,722 participants).

Scale reading

Ways to act on Cbera Plan C's numbers.

  • By total assets, Cbera Plan C ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
  • Cooperative Banks Employees Retirement Association's sponsor-wide assets have declined 0.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 046035593.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.