Defined Benefit (Pension) · DOL Form 5500 · 2024
Massachusetts Bankers Association Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $911,633
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Massachusetts Bankers Association · Sponsored by Massachusetts Bankers Association · Massachusetts · Finance & Insurance
$14M in assets, 15 participants
Massachusetts Bankers Association's Sbera Pension Plan as Adopted by Massachusetts Bankers Association reported $14M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,965 in Finance & Insurance (8,549 peers)
Massachusetts Bankers Association multi-year trail
Massachusetts Bankers Association's plans moved +22.7% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Massachusetts Bankers Association at $14M / 15 participants.
- #3,965
- in Finance & Insurance (8,549 peers)
- +8.1%
- assets growth YoY
Sbera Pension Plan as Adopted by Massachusetts Bankers Association's mid-pack asset rank among Finance & Insurance and all filers
Sbera Pension Plan as Adopted by Massachusetts Bankers Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,674,497 Top 38% higher than 62% 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 Massachusetts Bankers Association 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 Massachusetts Bankers Association is a small filing (15 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 Massachusetts Bankers Association reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Massachusetts Bankers Association reported participants rose from 12 in the plan year 2023 filing to 15 in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Massachusetts Bankers Association end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041589780 · Massachusetts Bankers Association PY 2024 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Massachusetts Bankers Association · $14M · 15 · 62nd
- SCH $14M
- SCH 15
- SCH 62nd
- SCH Defined Benefit (Pension)
- SCH near Sheet Metal Workers Local 441 Supplemental Pension Plan
- SCH ind #3965
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 Massachusetts Bankers Association in the asset neighbourhood
Massachusetts Bankers Association multi-year asset trail
Sponsor-wide plan assets over time
All Massachusetts Bankers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 22.65249749489963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 26 | $18M |
| 2023 | 2 | 24 | $20M |
| 2024 | 2 | 31 | $22M |
Massachusetts Bankers Association filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 041589780 |
| Plan Effective Date | 1989-11-01 |
| 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 Massachusetts Bankers Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local 441 Supplemental Pension Plan in TN ($14M); by covered participants it is American Ingredients Company Retirement Plan in KS (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Sheet Metal Workers Local 441 Supplemental Pension Plan (TN) $14M · 199
- Carr Allison Cash Balance Plan (AL) $14M · 139
- Retirement Plan for Salaried Employees of New York City Ballet, Inc. (NY) $14M · 49
- Retirement Plan for Employees of Auxiliary Services, State University College at Oswego, Inc. (NY) $14M · 49
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- American Ingredients Company Retirement Plan (KS) 15 · 0 off
- Jayjeffers Cash Balance Plan (CA) 15 · 0 off
- Nnn Properties LLC Pension Plan (NY) 15 · 0 off
- Aloha Infectious Diseases, LLC Pension Plan (HI) 15 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.