Defined Benefit (Pension) · DOL Form 5500 · 2024
Country Bank for Savings Pension Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 66
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $404,867
- Avg per participant High balance/head
Official DOL plan name: Sbera Pension Plan as Adopted by Country Bank for Savings · Sponsored by Country Bank for Savings · Massachusetts · Finance & Insurance
$27M in assets, 66 participants
Country Bank for Savings's Sbera Pension Plan as Adopted by Country Bank for Savings reported $27M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,317 in Finance & Insurance (8,549 peers)
Where Sbera Pension Plan as Adopted by Country Bank for Savings sits by assets
Sbera Pension Plan as Adopted by Country Bank for Savings sits in the top quartile of all filed plans by assets, $27M for 66 participants (~$404,867/participant), up 0.9% in 2024.
- #5,317
- in Finance & Insurance (8,549 peers)
- +0.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sbera Pension Plan as Adopted by Country Bank for Savings's outsized position by total assets
Sbera Pension Plan as Adopted by Country Bank for Savings vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,721,251 Top 25% higher than 75% 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 Country Bank for Savings 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 Country Bank for Savings is a small filing (66 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 Country Bank for Savings reported net income fell from $4M in the plan year 2023 filing to $237K in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Country Bank for Savings reported participants fell from 71 in the plan year 2023 filing to 66 in the plan year 2024 filing.
- Sbera Pension Plan as Adopted by Country Bank for Savings end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041946610 · Country Bank for Savings PY 2024 · Defined Benefit (Pension)
Sbera Pension Plan as Adopted by Country Bank for Savings · $27M · 66 · 75th
- RANK $27M
- RANK 66
- RANK 75th
- RANK Defined Benefit (Pension)
- RANK near Grow America Defined Benefit Pension Plan
- RANK ind #5317
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 Country Bank for Savings in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $237K |
| Employer EIN | 041946610 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Country Bank for Savings)
Sponsor-wide plan assets over time
All Country Bank for Savings plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 22.80469604363451% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 295 | $57M |
| 2023 | 2 | 290 | $68M |
| 2024 | 2 | 283 | $70M |
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 Country Bank for Savings's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Grow America Defined Benefit Pension Plan in NY ($27M); by covered participants it is Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas in VA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Newmarket Corporation Retirement Income Plan for Union Employees Located in Houston, Texas (VA) 66 · 0 off
- The North Ward Center, Inc. Retirement Plan (NJ) 66 · 0 off
- The Monarch Cement Company Retirement Plan for Production Employees - Humboldt Plant (KS) 66 · 0 off
- Retirement Plan for Montana Refining Employees of Calumet Gp, LLC (IN) 66 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.