PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WATERTOWN SAVINGS BANK
Sponsor portfolio

WATERTOWN SAVINGS BANK

EIN 04-1950840-banking-Latest filing 2025
Plans
2
Retirement
2
$83.0M assets
Welfare
0
Participants
377
60 MAIN STREET - WATERTOWN, MA 02472617-928-9000watertownsavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$42.7M - 216 part#001TraditionalDB-$40.2M - 161 part

Retirement portfolio analytics

2 plans aggregated / $83.0M assets / 377 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • WATERTOWN SAVINGS BANK (#002)52%
  • WATERTOWN SAVINGS BANK (#001)48%
Total $83.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WATERTOWN SAVINGS BANK (#002)216
  • WATERTOWN SAVINGS BANK (#001)161
Total 377Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SBERA 401(K) PLAN AS ADOPTED BY WATERTOWN SAVINGS BANK

401k

Assets$42.7M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SBERA PENSION PLAN AS ADOPTED BY WATERTOWN SAVINGS BANK

TraditionalDB

Assets$40.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SBERA 401(K) PLAN AS ADOPTED BY WATERTOWN SAVINGS BANK401k$42.7M2162025
001SBERA PENSION PLAN AS ADOPTED BY WATERTOWN SAVINGS BANKTraditionalDB$40.2M1612025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica