Assets by plan
Share of aggregate retirement assets
- ANN SAVINGS BANK (#001)$15.4M
- CAPE ANN SAVINGS (#002)$13.9M
Filings through .
Cape Ann Savings Bank
EIN 04-1148820bankingLatest filing 2025
Plans
2
Retirement
2
$29.3M assets
Health & Benefits
0
Participants
225
109 MAIN STREET - GLOUCESTER, MA 01930978-283-0246capeannsavingsbank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.3M assets / 225 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY CAPE ANN SAVINGS BANK
Traditional DB
Assets$15.4M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS
401(k)
Assets$13.9M
Participants104
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SBERA PENSION PLAN AS ADOPTED BY CAPE ANN SAVINGS BANK | Traditional DB | $15.4M | 121 | 2025 |
| #002 | SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS | 401(k) | $13.9M | 104 | 2025 |
- #001 · Traditional DB · 2025121
- #002 · 401(k) · 2025104
Retirement plans