Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WASHINGTON SAVINGS BANK
EIN 04-1949430bankingLatest filing 2025
Plans
2
Retirement
2
$19.3M assets
Welfare
0
Participants
111
30 MIDDLESEX STREET - LOWELL, MA 01852978-458-7999washingtonsavings.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.3M assets / 111 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 WASHINGTON SAVINGS BANK
TraditionalDB
Assets$14.6M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY WASHINGTON SAVINGS BANK
401k
Assets$4.7M
Participants50
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 WASHINGTON SAVINGS BANK | TraditionalDB | $14.6M | 61 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY WASHINGTON SAVINGS BANK | 401k | $4.7M | 50 | 2025 |
Retirement plans