How many benefit plans does North Brookfield Savings Bank report on Form 5500?

North Brookfield Savings Bank (EIN 04-1677290) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for North Brookfield Savings Bank?

The Employer Identification Number (EIN) reported for North Brookfield Savings Bank is 04-1677290.

What is the latest Form 5500 filing year for North Brookfield Savings Bank?

The latest loaded Form 5500 filing year for North Brookfield Savings Bank is 2023.

North Brookfield Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, North Brookfield Savings Bank (EIN 04-1677290) is a plan sponsor located in North Brookfield, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-1677290
Location: North Brookfield, MA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for North Brookfield Savings Bank

1 loaded plans hold $3.4M in reported assets.
The largest, Sbera Pension Plan As Adopted By North Brookfield Savings Bank, holds 100% of this company's reported plan assets.
Plans cover 45 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.4MSummed across loaded plans$3,397,204

Total reported assets$3.4M$3,397,204

Total reported participants45

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.4M total assets

Net assets$3.4MLiabilities—

Contributions & income

Total income / additions$639.4K

Expenses & distributions

Benefits paid / distributions$103K

Total expenses$103K

Net increase / (decrease)$536.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sbera Pension Plan As Adopted By North Brookfield Savings Bank

Participants per plan45Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Sbera Pension Plan As Adopted By North Brookfield Savings Bank$3.4M
Plan #001 · 45 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for North Brookfield Savings Bank. Open one for its full reported snapshot.

2023
Sbera Pension Plan As Adopted By North Brookfield Savings Bank45 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does North Brookfield Savings Bank report on Form 5500?: North Brookfield Savings Bank (EIN 04-1677290) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for North Brookfield Savings Bank?: The Employer Identification Number (EIN) reported for North Brookfield Savings Bank is 04-1677290.
What is the latest Form 5500 filing year for North Brookfield Savings Bank?: The latest loaded Form 5500 filing year for North Brookfield Savings Bank is 2023.