Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $51.6M assets / 537 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SBERA 401(K) PLAN AS ADOPTED BY FALL RIVER FIVE CENTS SAVINGS BANK | 401(k) | $32.1M | 298 | 2025 |
| #001 | SBERA PENSION PLAN AS ADOPTED BY FALL RIVER FIVE CENTS SAVINGS BANK | Cash balance | $19.5M | 239 | 2025 |