Defined Benefit (Pension) · DOL Form 5500 · 2024
Lee Bank Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $541,507
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Lee Bank · Sponsored by Lee Bank · Massachusetts · Finance & Insurance
$5M in assets, 9 participants
Lee Bank's Sbera Pension Plan as Adopted by Lee Bank reported $5M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,383 in Finance & Insurance (8,549 peers)
Lee Bank multi-year trail
Lee Bank's plans moved +41.4% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Lee Bank at $5M / 9 participants.
- #2,383
- in Finance & Insurance (8,549 peers)
- +6.6%
- assets growth YoY
Sbera Pension Plan as Adopted by Lee Bank's mid-pack asset rank among Finance & Insurance and all filers
Sbera Pension Plan as Adopted by Lee Bank vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,873,564 42nd percentile higher than 42% 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 Lee Bank among micro 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 Lee Bank is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbera Pension Plan as Adopted by Lee Bank reported net income fell from $559K in the plan year 2023 filing to $300K in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Lee Bank reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Lee Bank end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 043158399 · Lee Bank PY 2024 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Lee Bank · $5M · 9 · 42nd
- EBSA $5M
- PART 9
- TYPE 42nd
- NET Defined Benefit (Pension)
- BOOK near Pension Plan for Affiliates of Peerless Importers Inc.
- VS-ST ind #2383
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 Lee Bank in the asset neighbourhood
Lee Bank multi-year asset trail
Sponsor-wide plan assets over time
All Lee Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 41.43191245563748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 94 | $17M |
| 2023 | 2 | 89 | $21M |
| 2024 | 2 | 136 | $24M |
Lee Bank filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $300K |
| Employer EIN | 043158399 |
| 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 Lee Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pension Plan for Affiliates of Peerless Importers Inc. in NY ($5M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Jtm Perio Implants, Inc. Cash Balance Plan (CA) 9 · 0 off
- Gdmg Retirement Plan (CA) 9 · 0 off
- Hillenbrand, Inc. Pension Plan (IN) 9 · 0 off
- Viable Solutions, LLC Cash Balance Plan (ID) 9 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.