Assets by plan
Share of aggregate retirement assets
Filings through .
Clinton Savings Bank
EIN 04-1185690bankingLatest filing 2025
Plans
2
Retirement
2
$24.6M assets
Health & Benefits
0
Participants
237
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.6M assets / 237 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#002
SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS BANK
401(k)
Assets$18.5M
Participants190
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SBERA PENSION PLAN AS ADOPTED BY CLINTON SAVINGS BANK
Traditional DB
Assets$6.1M
Participants47
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 |
|---|---|---|---|---|---|
| #002 | SBERA 401(K) PLAN AS ADOPTED BY CLINTON SAVINGS BANK | 401(k) | $18.5M | 190 | 2025 |
| #001 | SBERA PENSION PLAN AS ADOPTED BY CLINTON SAVINGS BANK | Traditional DB | $6.1M | 47 | 2025 |
- #002 · 401(k) · 2025190
- #001 · Traditional DB · 202547
Retirement plans