Defined Benefit (Pension) · DOL Form 5500 · 2024
Clinton Savings Bank Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $380,283
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Clinton Savings Bank · Sponsored by Clinton Savings Bank · Massachusetts · Finance & Insurance
$6M in assets, 16 participants
Clinton Savings Bank's Sbera Pension Plan as Adopted by Clinton Savings Bank reported $6M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #2,663 in Finance & Insurance (8,549 peers)
Clinton Savings Bank multi-year trail
Clinton Savings Bank's plans moved +34.9% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Clinton Savings Bank at $6M / 16 participants.
- #2,663
- in Finance & Insurance (8,549 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sbera Pension Plan as Adopted by Clinton Savings Bank's mid-pack asset rank among Finance & Insurance and all filers
Sbera Pension Plan as Adopted by Clinton Savings Bank vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,084,525 46th percentile higher than 46% 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
Sbera Pension Plan as Adopted by Clinton Savings Bank among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera Pension Plan as Adopted by Clinton Savings Bank is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbera Pension Plan as Adopted by Clinton Savings Bank reported net income fell from $1M in the plan year 2023 filing to -$135K in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Clinton Savings Bank reported participants fell from 18 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Clinton Savings Bank end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041185690 · Clinton Savings Bank PY 2024 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Clinton Savings Bank · $6M · 16 · 46th
- EBSA $6M
- PART 16
- TYPE 46th
- NET Defined Benefit (Pension)
- BOOK near Pamrapo Savings Bank, Sla Pension Plan
- VS-ST ind #2663
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 Clinton Savings Bank in the asset neighbourhood
Clinton Savings Bank multi-year asset trail
Sponsor-wide plan assets over time
All Clinton Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 34.861254991912624% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 127 | $17M |
| 2023 | 2 | 122 | $21M |
| 2024 | 2 | 124 | $23M |
Clinton Savings Bank filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$135K |
| Employer EIN | 041185690 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
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
Sbera Pension Plan as Adopted by Clinton Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pamrapo Savings Bank, Sla Pension Plan in NJ ($6M); by covered participants it is Pension Plan of the Genesee Valley Presbyterian Nursing Center in NY (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- Pension Plan of the Genesee Valley Presbyterian Nursing Center (NY) 16 · 0 off
- Brown-Service Funeral Home Company Inc. Pension Plan (AL) 16 · 0 off
- City Club Retirement Plan (TX) 16 · 0 off
- Pension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate Division (HI) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.