Defined Benefit (Pension) · DOL Form 5500 · 2024

Bristol County Savings Bank Pension Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
331
Participants Below avg headcount
89th
Percentile by assets National rank
$247,618
Avg per participant Above avg balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Bristol County Savings Bank · Sponsored by Bristol County Savings Bank · Massachusetts · Finance & Insurance

$82M in assets, 331 participants

Bristol County Savings Bank's Sbera Pension Plan as Adopted by Bristol County Savings Bank reported $82M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,082 in Finance & Insurance (8,549 peers)

Where Sbera Pension Plan as Adopted by Bristol County Savings Bank sits by assets

Sbera Pension Plan as Adopted by Bristol County Savings Bank sits in the top quartile of all filed plans by assets, $82M for 331 participants (~$247,618/participant), up 12.5% in 2024.

#7,082
in Finance & Insurance (8,549 peers)
+12.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$81,961,673 Top 11% higher than 89% 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 Bristol County Savings Bank among mid-size 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 Bristol County Savings Bank sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera Pension Plan as Adopted by Bristol County Savings Bank reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Bristol County Savings Bank end-of-year assets rose from $73M in the plan year 2023 filing to $82M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043317338 · Bristol County Savings Bank PY 2024 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Bristol County Savings Bank · $82M · 331 · 89th

  • EIN $82M
  • EIN 331
  • EIN 89th
  • EIN Defined Benefit (Pension)
  • EIN near Semco Energy, Inc. Union Employees' Retirement Plan
  • EIN ind #7082

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 Bristol County Savings Bank in the asset neighbourhood

The Retirement Plan for Employees of Pentagon Federal Credit UnionThe Retirement Plan for Empl…$82MSemco Energy, Inc. Union Employees' Retirement PlanSemco Energy, Inc. Union Emp…$82MSbera Pension Plan as Adopted by Bristol County Savings BankSbera Pension Plan as Adopte…$82MPlumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$82MBaptist Health Care, Inc. Pension PlanBaptist Health Care, Inc. Pe…$82M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Bristol County Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$82M
Net Income$9M
Employer EIN043317338
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bristol County Savings Bank)

Sponsor-wide plan assets over time

All Bristol County Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$144M 36.44661827544983% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $144M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 611 $106M
2023 2 638 $126M
2024 2 653 $144M

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 Bristol County Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Bristol County Savings Bank, Total assets ($B): 0.081961673 · Participants: 331Sbera Pension Plan as Adopted by Bristol County 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 Bristol County Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Bristol County Savings Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Semco Energy, Inc. Union Employees' Retirement Plan in MI ($82M); by covered participants it is Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan in MD (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Bristol County Savings Bank assets move in 2024? ▼
Sbera Pension Plan as Adopted by Bristol County Savings Bank grew at a solid clip - up 12.5% during 2024, from $73M to $82M. Reported net income was $9M.
How have Bristol County Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bristol County Savings Bank's sponsor-wide assets grew 36.4%, from $106M to $144M.
Where does Sbera Pension Plan as Adopted by Bristol County Savings Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Bristol County Savings Bank ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Bristol County Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Semco Energy, Inc. Union Employees' Retirement Plan in MI ($82M, 70 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Bristol County Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan in MD (331 participants, $31M 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 043317338.

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.