Plan5500

Clinton Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Clinton Savings Bank (EIN 04-1185690) is a plan sponsor located in Clinton, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-1185690
Location
Clinton, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clinton Savings Bank

  • 2 loaded plans hold $21.3M in reported assets.
  • The largest, Sbera 401(K) Plan As Adopted By Clinton Savings Bank, holds 71% of this company's reported plan assets.
  • Plans cover 250 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.3MSummed across loaded plans$21,301,258
Total reported assets$21.3M$21,301,258
Total reported participants250
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.3M total assets
Net assets$21.3MLiabilities$0
Contributions & income
Employer contributions$489K
Participant contributions$573K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$456.6K
Total expenses$457.2K
Net increase / (decrease)$4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%Sbera 401(K) Plan As Adopted By Clinton Savings Bank
Participants per plan125Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sbera 401(K) Plan As Adopted By Clinton Savings Bank$15.1M
    Plan #002 · 197 participants · 2023
  2. 2
    Sbera Pension Plan As Adopted By Clinton Savings Bank$6.2M
    Plan #001 · 53 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clinton Savings Bank. Open one for its full reported snapshot.

  1. 2023
    Sbera 401(K) Plan As Adopted By Clinton Savings Bank197 participants · 2Sch H
    View filing →
  2. 2023
    Sbera Pension Plan As Adopted By Clinton Savings Bank53 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clinton Savings Bank report on Form 5500?
Clinton Savings Bank (EIN 04-1185690) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clinton Savings Bank?
The Employer Identification Number (EIN) reported for Clinton Savings Bank is 04-1185690.
What is the latest Form 5500 filing year for Clinton Savings Bank?
The latest loaded Form 5500 filing year for Clinton Savings Bank is 2023.

Related Form 5500 pages