Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Winchester Savings Bank
EIN 04-1978230bankingLatest filing 2025
Plans
3
Retirement
3
$37.8M assets
Health & Benefits
0
Participants
284
661 MAIN STREET - WINCHESTER, MA 01890781-729-2130winchestersavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $37.8M assets / 284 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 WINCHESTER SAVINGS BANK
Traditional DB
Assets$20.9M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY WINCHESTER SAVINGS BANK
401(k)
Assets$13.5M
Participants108
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WINCHESTER SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.5M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SBERA PENSION PLAN AS ADOPTED BY WINCHESTER SAVINGS BANK | Traditional DB | $20.9M | 111 | 2025 |
| #002 | SBERA 401(K) PLAN AS ADOPTED BY WINCHESTER SAVINGS BANK | 401(k) | $13.5M | 108 | 2025 |
| #003 | WINCHESTER SAVINGS BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.5M | 65 | 2025 |
- #001 · Traditional DB · 2025111
- #002 · 401(k) · 2025108
- #003 · ESOP · 202565
Retirement plans
Health & Benefits plans