Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ATHOL SAVINGS BANK
EIN 04-1046670Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$22.7M assets
Welfare
0
Participants
243
388 MAIN STREET - ATHOL, MA 01331978-249-3200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.7M assets / 243 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBERA PENSION PLAN AS ADOPTED BY ATHOL SAVINGS BANK
TraditionalDB
Assets$11.5M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY ATHOL SAVINGS BANK
401k
Assets$11.2M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBERA PENSION PLAN AS ADOPTED BY ATHOL SAVINGS BANK | TraditionalDB | $11.5M | 118 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY ATHOL SAVINGS BANK | 401k | $11.2M | 125 | 2025 |
Retirement plans