Defined Benefit (Pension) · DOL Form 5500 · 2024

Rockland Trust Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
49th
Percentile by assets National rank
$339,850
Avg per participant High balance/head
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Official DOL plan name: Sbera Pension Plan as Adopted by Blue Hills Bank · Sponsored by Rockland Trust · Massachusetts · Finance & Insurance

$7M in assets, 21 participants

Rockland Trust's Sbera Pension Plan as Adopted by Blue Hills Bank reported $7M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,855 in Finance & Insurance (8,549 peers)

Rockland Trust multi-year trail

Rockland Trust's plans moved +29.3% in assets from 2022 to 2024; this filing shows Sbera Pension Plan as Adopted by Blue Hills Bank at $7M / 21 participants.

#2,855
in Finance & Insurance (8,549 peers)
-26.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbera Pension Plan as Adopted by Blue Hills Bank's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,136,843 49th percentile higher than 49% 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 Blue Hills 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 Blue Hills Bank is a small filing (21 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 Blue Hills Bank reported net income fell from $112K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Blue Hills Bank end-of-year assets fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 041782600 · Rockland Trust PY 2024 · Defined Benefit (Pension)

Sbera Pension Plan as Adopted by Blue Hills Bank · $7M · 21 · 49th

  • NET $7M
  • BOOK 21
  • VS-ST 49th
  • BOY Defined Benefit (Pension)
  • SCH near Shasta-Butte Electrical Workers Pension Plan
  • EBSA ind #2855

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 Blue Hills Bank in the asset neighbourhood

Advanced Filtration Concepts, Inc. Defined Benefit Pension PlanAdvanced Filtration Concepts…$7MMrb Law, LLC Cash Balance PlanMrb Law, LLC Cash Balance Pl…$7MYang Peter Ma Retirement Plan$7MSbera Pension Plan as Adopted by Blue Hills BankSbera Pension Plan as Adopte…$7MShasta-Butte Electrical Workers Pension PlanShasta-Butte Electrical Work…$7M
End-of-year total assets ($M) among Sbera Pension Plan as Adopted by Blue Hills Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Rockland Trust multi-year asset trail

Sponsor-wide plan assets over time

All Rockland Trust plans reported in each filing year

Latest sponsor-wide plan assets
$307M 29.297571402469313% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $238M $307M ▲ +29.3%
Year Plans Participants Total Assets
2022 3 1,970 $238M
2023 2 1,789 $280M
2024 2 1,880 $307M

Rockland Trust filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN041782600
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 Blue Hills Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sbera Pension Plan as Adopted by Blue Hills Bank, Total assets ($B): 0.007136843 · Participants: 21Sbera Pension Plan as Adopted by Blue Hills 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 Blue Hills Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Blue Hills Bank side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Shasta-Butte Electrical Workers Pension Plan in CA ($7M); by covered participants it is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Blue Hills Bank assets move in 2024? ▼
Sbera Pension Plan as Adopted by Blue Hills Bank declined sharply - down 26.6% during 2024, from $10M to $7M. Reported net income was -$3M.
How have Rockland Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockland Trust's sponsor-wide assets grew 29.3%, from $238M to $307M.
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Blue Hills Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Shasta-Butte Electrical Workers Pension Plan in CA ($7M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sbera Pension Plan as Adopted by Blue Hills Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scott Fetzer Pension Plan for Hourly Employees of Wayne in OH (21 participants, $2M 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 041782600.

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.