Defined Benefit (Pension) · DOL Form 5500 · 2024
Cooperative Banks Employees Retirement Association Pension Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 453
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $287,052
- Avg per participant High balance/head
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.
- #7,501 in Finance & Insurance (8,549 peers)
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.
- #7,501
- in Finance & Insurance (8,549 peers)
- -56.5%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
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.
Cbera Plan C's outsized position by total assets
Cbera Plan C vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$130,034,395 Top 8% higher than 92% 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 C among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbera Plan C sits mid-pack in the medium band (453 participants).
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.
Form 5500 schedule snapshot
Filing strip 046035593 · Cooperative Banks Employees Retirement Association PY 2024 · Defined Benefit (Pension)
Cbera Plan C · $130M · 453 · 92nd
- EIN $130M
- EIN 453
- EIN 92nd
- EIN Defined Benefit (Pension)
- EIN near Industrial Carpenters and Precast Pension Plan
- EIN ind #7501
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 C in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | -$142M |
| Employer EIN | 046035593 |
| Plan Effective Date | 1976-11-01 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Cbera Plan C's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Industrial Carpenters and Precast Pension Plan in CA ($130M); by covered participants it is Local 805 Pension & Retirement Fund in NY (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Industrial Carpenters and Precast Pension Plan (CA) $130M · 916
- IBEW Local #952 Ventura Division of La County Chapter NECA Pension Trust Fund (CA) $130M · 349
- Local 153 Pension Fund (NY) $130M · 1,722
- Beebe Medical Center Pension Plan (DE) $130M · 639
Similar participant headcount
Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.
- Local 805 Pension & Retirement Fund (NY) 453 · 0 off
- Electricians Pension Plan, IBEW 995 (LA) 454 · 1 off
- Laborers Local 231 Pension Plan (IL) 455 · 2 off
- Defined Benefit Pension Plan for the Employees of Excela Health (PA) 451 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.