Defined Benefit (Pension) · DOL Form 5500 · 2024
Charlesbridge, Mhc Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 327
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $162,931
- Avg per participant Above avg balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Charlesbridge, Mhc · Sponsored by Charlesbridge, Mhc · Massachusetts · Finance & Insurance
$53M in assets, 327 participants
Charlesbridge, Mhc's Sbera Pension Plan as Adopted by Charlesbridge, Mhc reported $53M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,548 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Sbera Pension Plan as Adopted by Charlesbridge, Mhc covers 327 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $53M.
- #6,548
- in Finance & Insurance (8,549 peers)
- +2.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Sbera Pension Plan as Adopted by Charlesbridge, Mhc's outsized position by total assets
Sbera Pension Plan as Adopted by Charlesbridge, Mhc vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,278,398 Top 15% higher than 85% 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 Charlesbridge, Mhc 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 Charlesbridge, Mhc sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sbera Pension Plan as Adopted by Charlesbridge, Mhc reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Charlesbridge, Mhc reported participants rose from 181 in the plan year 2023 filing to 327 in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Charlesbridge, Mhc end-of-year assets rose from $52M in the plan year 2023 filing to $53M in the plan year 2024 filing.
DOL schedule card
Filing strip 824559500 · Charlesbridge, Mhc PY 2024 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Charlesbridge, Mhc · $53M · 327 · 85th
- NET $53M
- BOOK 327
- VS-ST 85th
- BOY Defined Benefit (Pension)
- SCH near Service Benefit Plan Administrative Services Corp. Retirement Plan
- EBSA ind #6548
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 Charlesbridge, Mhc in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $1M |
| Employer EIN | 824559500 |
| Plan Effective Date | 1981-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charlesbridge, Mhc)
Sponsor-wide plan assets over time
All Charlesbridge, Mhc plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 2.402766341689558% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 181 | $52M |
| 2024 | 1 | 327 | $53M |
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 Charlesbridge, Mhc's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Service Benefit Plan Administrative Services Corp. Retirement Plan in MD ($53M); by covered participants it is Iubac - Local Union Officers & Employees Pension Plan in DC (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Service Benefit Plan Administrative Services Corp. Retirement Plan (MD) $53M · 135
- Bic Consumer Products Manufacturing Co., Inc. Local Union 134l Pension Plan (CT) $53M · 90
- Senior Service America, Inc. Staff Pension Plan (MD) $53M · 91
- Amended and Restated Blethen Maine Newspapers, Inc. Pension Plan (WA) $53M · 17
Similar participant headcount
Nearest other-state filings by covered participants (327 participants); asset peers above are excluded.
- Iubac - Local Union Officers & Employees Pension Plan (DC) 327 · 0 off
- Samford University Pension Plan (AL) 327 · 0 off
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund (OH) 327 · 0 off
- Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies (GA) 327 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.