Defined Benefit (Pension) · DOL Form 5500 · 2024

Middlesex Savings Bank Pension Plan

Data updated 2026-08-11

$185M
Total assets
411
Participants
94th
Percentile by assets
$450,480
Avg per participant
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Official DOL plan name: Sbera Pension Plan as Adopted by Middlesex Savings Bank · Sponsored by Middlesex Savings Bank · Massachusetts · Finance & Insurance

$185M in assets, 411 participants

Middlesex Savings Bank's Sbera Pension Plan as Adopted by Middlesex Savings Bank reported $185M in total assets and 411 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #7,732 in Finance & Insurance (8,549 peers)

Where Sbera Pension Plan as Adopted by Middlesex Savings Bank sits by assets

Sbera Pension Plan as Adopted by Middlesex Savings Bank sits in the top 10% of all filed plans by assets, $185M for 411 participants (~$450,480/participant), up 9.2% in 2024.

$185M
total plan assets (2024 EOY)
411
covered participants
94th
percentile by assets (of 123,622 plans)
$450,480
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sbera Pension Plan as Adopted by Middlesex Savings Bank reported net income fell from $28M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Middlesex Savings Bank end-of-year assets rose from $170M in the plan year 2023 filing to $185M in the plan year 2024 filing.
  • Sbera Pension Plan as Adopted by Middlesex Savings Bank reported participants rose from 398 in the plan year 2023 filing to 411 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Sbera Pension Plan as Adopted by Middlesex Savings Bank vs the 2024 asset distribution

By assets, Sbera Pension Plan as Adopted by Middlesex Savings Bank outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$170M
Net Assets (End of Year)$185M
Net Income$16M
Employer EIN270402195
Plan Effective Date1981-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex Savings Bank)

$200M$220M$240M$260M$280M$300M 202220232024 $223M $289M ▲ +29.3%
Total plan assets by year, all Middlesex Savings Bank plans on file
Year Plans Participants Total Assets
2022 2 907 $223M
2023 2 884 $263M
2024 2 914 $289M

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 Middlesex Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Sbera Pension Plan as Adopted by Middlesex 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 a…Consolidated Cash Ba…New England Teamster…Liberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…
Sbera Pension Plan as Adopted by Middlesex Savings Bank vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Sbera Pension Plan as Adopted by Middles… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sbera Pension Plan as Adopted by Middlesex Savings Bank by total assets, not by location.

Frequently Asked Questions

How did Sbera Pension Plan as Adopted by Middlesex Savings Bank assets move in 2024? ▼
Sbera Pension Plan as Adopted by Middlesex Savings Bank grew at a solid clip - up 9.2% during 2024, from $170M to $185M. Reported net income was $16M.
How have Middlesex Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex Savings Bank's sponsor-wide assets grew 29.3%, from $223M to $289M.
Where does Sbera Pension Plan as Adopted by Middlesex Savings Bank rank by assets among Form 5500 filers? ▼
Sbera Pension Plan as Adopted by Middlesex Savings Bank ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sbera Pension Plan as Adopted by Middlesex Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swisher International, Inc. Retirement Income Plan for Salaried Employees in FL ($185M, 221 participants).

Next read for Sbera Pension Plan as Adopted by Middles…

Scale reading

Ways to act on Sbera Pension Plan as Adopted by Middlesex Savings Bank's numbers.

  • By total assets, Sbera Pension Plan as Adopted by Middlesex Savings Bank ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
  • Middlesex Savings Bank's sponsor-wide assets have grown 29.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 270402195.

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.