Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WINCHESTER SAVINGS BANK
EIN 04-1978230bankingLatest filing 2025
Plans
2
Retirement
2
$34.3M assets
Welfare
0
Participants
219
661 MAIN STREET - WINCHESTER, MA 01890781-729-2130winchestersavings.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.3M assets / 219 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 WINCHESTER SAVINGS BANK
TraditionalDB
Assets$20.9M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SBERA 401(K) PLAN AS ADOPTED BY WINCHESTER SAVINGS BANK
401k
Assets$13.5M
Participants108
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 WINCHESTER SAVINGS BANK | TraditionalDB | $20.9M | 111 | 2025 | |
| 002 | SBERA 401(K) PLAN AS ADOPTED BY WINCHESTER SAVINGS BANK | 401k | $13.5M | 108 | 2025 |
Retirement plans
Welfare plans