Defined Benefit (Pension) · DOL Form 5500 · 2024

Winchester Savings Bank Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
50
Participants Small participant base
71st
Percentile by assets National rank
$417,299
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Winchester Savings Bank · Sponsored by Winchester Savings Bank · Massachusetts · Finance & Insurance

$21M in assets, 50 participants

Winchester Savings Bank's Sbera Pension Plan as Adopted by Winchester Savings Bank reported $21M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,814 in Finance & Insurance (8,549 peers)

Winchester Savings Bank multi-year trail

Winchester Savings Bank's plans moved +19.9% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Winchester Savings Bank at $21M / 50 participants.

#4,814
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

Sbera Pension Plan as Adopted by Winchester Savings Bank's outsized position by total assets

Sbera Pension Plan as Adopted by Winchester Savings Bank vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,864,926 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Winchester 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 Winchester Savings Bank is a small filing (50 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 Winchester Savings Bank reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Winchester Savings Bank reported participants fell from 63 in the plan year 2023 filing to 50 in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Winchester Savings Bank end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041978230 · Winchester Savings Bank PY 2024 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Winchester Savings Bank · $21M · 50 · 71st

  • PART $21M
  • TYPE 50
  • NET 71st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Pension Plan for Employees of California Labor Federation AFL-CIO
  • BOY ind #4814

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 Winchester Savings Bank in the asset neighbourhood

Sbera Pension Plan as Adopted by Winchester Savings BankSbera Pension Plan as Adopte…$21MPension Plan for Employees of California Labor Federation AFL-CIOPension Plan for Employees o…$21MRetirement Plan a for Employees of United Sugar Producers and Refiners CooperativeRetirement Plan a for Employ…$21MTarkett Retirement Plan$21MVirco Mfg. Corporation Employees Retirement PlanVirco Mfg. Corporation Emplo…$21M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Winchester Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Winchester Savings Bank multi-year asset trail

Sponsor-wide plan assets over time

All Winchester Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 19.900150236671305% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.9M $32.2M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 143 $27M
2023 2 133 $31M
2024 2 124 $32M

Winchester Savings Bank filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN041978230
Plan Effective Date1989-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Sbera Pension Plan as Adopted by Winchester Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Winchester Savings Bank, Total assets ($B): 0.020864926 · Participants: 50Sbera Pension Plan as Adopted by Winchester Savings BankConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Sbera Pension Plan as Adopted by Winchester Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Winchester Savings Bank side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Winchester Savings 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 Employees of California Labor Federation AFL-CIO in CA ($21M); by covered participants it is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbera Pension Plan as Adopted by Winchester Savings Bank assets move in 2024? ▼
Sbera Pension Plan as Adopted by Winchester Savings Bank grew at a solid clip - up 8.8% during 2024, from $19M to $21M. Reported net income was $2M.
How have Winchester Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchester Savings Bank's sponsor-wide assets grew 19.9%, from $27M to $32M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Winchester Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of California Labor Federation AFL-CIO in CA ($21M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Winchester Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Post Precision Castings, Inc. Production and Maintenance Employees' Pension Plan in PA (50 participants, $8M in assets).

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 041978230.

Read our methodology - how this data is sourced, computed, and verified.

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