Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
CAPE ANN SAVINGS BANK
EIN 04-1148820bankingLatest filing 2025
Plans
2
Retirement
2
$29.3M assets
Welfare
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 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 CAPE ANN SAVINGS BANK
TraditionalDB
Assets$15.4M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS
401k
Assets$13.9M
Participants104
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 CAPE ANN SAVINGS BANK | TraditionalDB | $15.4M | 121 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY CAPE ANN SAVINGS | 401k | $13.9M | 104 | 2025 |
Retirement plans