Defined Benefit (Pension) · DOL Form 5500 · 2024

Pentucket Bank Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
69
Participants Small participant base
73rd
Percentile by assets National rank
$340,598
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Pentucket Bank · Sponsored by Pentucket Bank · Massachusetts · Finance & Insurance

$24M in assets, 69 participants

Pentucket Bank's Sbera Pension Plan as Adopted by Pentucket Bank reported $24M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,081 in Finance & Insurance (8,549 peers)

Pentucket Bank multi-year trail

Pentucket Bank's plans moved -26.0% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Pentucket Bank at $24M / 69 participants.

#5,081
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

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

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

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

$23,501,258 Top 27% higher than 73% 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 Pentucket 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 Pentucket Bank is a small filing (69 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 Pentucket 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 Pentucket Bank reported participants fell from 92 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Pentucket Bank end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 812054111 · Pentucket Bank PY 2024 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Pentucket Bank · $24M · 69 · 73rd

  • NET $24M
  • NET 69
  • NET 73rd
  • NET Defined Benefit (Pension)
  • NET near Kph Healthcare Services, Inc. Pension Plan
  • NET ind #5081

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 Pentucket Bank in the asset neighbourhood

Paper Handlers'-Publishers' Pension FundPaper Handlers'-Publishers' …$24MKph Healthcare Services, Inc. Pension PlanKph Healthcare Services, Inc…$24MSbera Pension Plan as Adopted by Pentucket BankSbera Pension Plan as Adopte…$24MNovelis Fairmont Hourly Pension PlanNovelis Fairmont Hourly Pens…$23MRavenswood Represented Employee Defined Benefit PlanRavenswood Represented Emplo…$23M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Pentucket Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pentucket Bank multi-year asset trail

Sponsor-wide plan assets over time

All Pentucket Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 25.96504905702793% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $31.7M $23.5M ▼ -26.0%
Year Plans Participants Total Assets
2022 2 210 $32M
2023 3 310 $37M
2024 1 69 $24M

Pentucket Bank filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN812054111
Plan Effective Date1981-11-01
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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Pentucket Bank, Total assets ($B): 0.023501258 · Participants: 69Sbera Pension Plan as Adopted by Pentucket 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 Pentucket Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Pentucket Bank side-by-side with 3 peers →

Sbera Pension Plan as Adopted by Pentucket Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Kph Healthcare Services, Inc. Pension Plan in NY ($24M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

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 Pentucket Bank assets move in 2024? ▼
Sbera Pension Plan as Adopted by Pentucket Bank grew at a solid clip - up 8.8% during 2024, from $22M to $24M. Reported net income was $2M.
How have Pentucket Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentucket Bank's sponsor-wide assets declined 26.0%, from $32M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kph Healthcare Services, Inc. Pension Plan in NY ($24M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Pentucket Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (69 participants, $4M 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 812054111.

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.