Civic Intelligence

Athol Savings Bank

Plan context: Sbera 401(K) Plan as Adopted by Athol Savings Ban

EIN 04-1046670 • 49 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$12,001,527

2024 Contributions

$742,182

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$22,611,610$11,305,805$0199920122024YearValue
$12,001,527Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

98490199920122024YearValue
78Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024178$12,001,527$742,182$9,515iApproximate average salary by contribution assumption: employee only about $237,879 at 4% or $158,586 at 6%; with 50% employer match about $158,586 at 4% or $105,724 at 6%; with 100% employer match about $118,939 at 4% or $79,293 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-78$12,001,527$742,182$9,515iApproximate average salary by contribution assumption: employee only about $237,879 at 4% or $158,586 at 6%; with 50% employer match about $158,586 at 4% or $105,724 at 6%; with 100% employer match about $118,939 at 4% or $79,293 at 6%.
2023284$20,836,314$905,572$10,781iApproximate average salary by contribution assumption: employee only about $269,515 at 4% or $179,677 at 6%; with 50% employer match about $179,677 at 4% or $119,785 at 6%; with 100% employer match about $134,758 at 4% or $89,838 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-84$10,443,347$905,572$10,781iApproximate average salary by contribution assumption: employee only about $269,515 at 4% or $179,677 at 6%; with 50% employer match about $179,677 at 4% or $119,785 at 6%; with 100% employer match about $134,758 at 4% or $89,838 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-67$10,392,967--
2022280$17,111,099$763,242$9,541iApproximate average salary by contribution assumption: employee only about $238,513 at 4% or $159,009 at 6%; with 50% employer match about $159,009 at 4% or $106,006 at 6%; with 100% employer match about $119,257 at 4% or $79,504 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-72$8,685,227$190,000$2,639iApproximate average salary by contribution assumption: employee only about $65,972 at 4% or $43,981 at 6%; with 50% employer match about $43,981 at 4% or $29,321 at 6%; with 100% employer match about $32,986 at 4% or $21,991 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-80$8,425,872$573,242$7,166iApproximate average salary by contribution assumption: employee only about $179,138 at 4% or $119,425 at 6%; with 50% employer match about $119,425 at 4% or $79,617 at 6%; with 100% employer match about $89,569 at 4% or $59,713 at 6%.
2021282$20,767,410$899,534$10,970iApproximate average salary by contribution assumption: employee only about $274,248 at 4% or $182,832 at 6%; with 50% employer match about $182,832 at 4% or $121,888 at 6%; with 100% employer match about $137,124 at 4% or $91,416 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-82$12,456,891$595,534$7,263iApproximate average salary by contribution assumption: employee only about $181,565 at 4% or $121,043 at 6%; with 50% employer match about $121,043 at 4% or $80,696 at 6%; with 100% employer match about $90,783 at 4% or $60,522 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-58$8,310,519$304,000$5,241iApproximate average salary by contribution assumption: employee only about $131,034 at 4% or $87,356 at 6%; with 50% employer match about $87,356 at 4% or $58,238 at 6%; with 100% employer match about $65,517 at 4% or $43,678 at 6%.
2020280$22,611,610$500,391$6,255iApproximate average salary by contribution assumption: employee only about $156,372 at 4% or $104,248 at 6%; with 50% employer match about $104,248 at 4% or $69,499 at 6%; with 100% employer match about $78,186 at 4% or $52,124 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-67$11,955,151--
Sbera 401(K) Plan as Adopted by Athol Savings Ban-80$10,656,459$500,391$6,255iApproximate average salary by contribution assumption: employee only about $156,372 at 4% or $104,248 at 6%; with 50% employer match about $104,248 at 4% or $69,499 at 6%; with 100% employer match about $78,186 at 4% or $52,124 at 6%.
2019294$19,982,720$2,437,786$25,934iApproximate average salary by contribution assumption: employee only about $648,347 at 4% or $432,232 at 6%; with 50% employer match about $432,232 at 4% or $288,154 at 6%; with 100% employer match about $324,174 at 4% or $216,116 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-94$10,089,961$937,786$9,976iApproximate average salary by contribution assumption: employee only about $249,411 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,706 at 4% or $83,137 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-73$9,892,759$1,500,000$20,548iApproximate average salary by contribution assumption: employee only about $513,699 at 4% or $342,466 at 6%; with 50% employer match about $342,466 at 4% or $228,311 at 6%; with 100% employer match about $256,849 at 4% or $171,233 at 6%.
2018298$16,675,073$1,130,234$11,533iApproximate average salary by contribution assumption: employee only about $288,325 at 4% or $192,217 at 6%; with 50% employer match about $192,217 at 4% or $128,144 at 6%; with 100% employer match about $144,163 at 4% or $96,108 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-81$8,825,103$425,000$5,247iApproximate average salary by contribution assumption: employee only about $131,173 at 4% or $87,449 at 6%; with 50% employer match about $87,449 at 4% or $58,299 at 6%; with 100% employer match about $65,586 at 4% or $43,724 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-98$7,849,970$705,234$7,196iApproximate average salary by contribution assumption: employee only about $179,907 at 4% or $119,938 at 6%; with 50% employer match about $119,938 at 4% or $79,959 at 6%; with 100% employer match about $89,953 at 4% or $59,969 at 6%.
2017295$15,707,476$1,058,321$11,140iApproximate average salary by contribution assumption: employee only about $278,506 at 4% or $185,670 at 6%; with 50% employer match about $185,670 at 4% or $123,780 at 6%; with 100% employer match about $139,253 at 4% or $92,835 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-79$8,034,632$602,000$7,620iApproximate average salary by contribution assumption: employee only about $190,506 at 4% or $127,004 at 6%; with 50% employer match about $127,004 at 4% or $84,669 at 6%; with 100% employer match about $95,253 at 4% or $63,502 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-95$7,672,844$456,321$4,803iApproximate average salary by contribution assumption: employee only about $120,084 at 4% or $80,056 at 6%; with 50% employer match about $80,056 at 4% or $53,371 at 6%; with 100% employer match about $60,042 at 4% or $40,028 at 6%.
2016295$14,524,008$423,733$4,460iApproximate average salary by contribution assumption: employee only about $111,509 at 4% or $74,339 at 6%; with 50% employer match about $74,339 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,170 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-76$7,842,851--
Sbera 401(K) Plan as Adopted by Athol Savings Ban-95$6,681,157$423,733$4,460iApproximate average salary by contribution assumption: employee only about $111,509 at 4% or $74,339 at 6%; with 50% employer match about $74,339 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,170 at 6%.
2015294$13,391,147$428,150$4,555iApproximate average salary by contribution assumption: employee only about $113,870 at 4% or $75,913 at 6%; with 50% employer match about $75,913 at 4% or $50,609 at 6%; with 100% employer match about $56,935 at 4% or $37,957 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-75$6,937,047--
Sbera 401(K) Plan as Adopted by Athol Savings Ban-94$6,454,100$428,150$4,555iApproximate average salary by contribution assumption: employee only about $113,870 at 4% or $75,913 at 6%; with 50% employer match about $75,913 at 4% or $50,609 at 6%; with 100% employer match about $56,935 at 4% or $37,957 at 6%.
2014294$13,111,093$876,013$9,319iApproximate average salary by contribution assumption: employee only about $232,982 at 4% or $155,321 at 6%; with 50% employer match about $155,321 at 4% or $103,548 at 6%; with 100% employer match about $116,491 at 4% or $77,661 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-81$7,008,909$500,000$6,173iApproximate average salary by contribution assumption: employee only about $154,321 at 4% or $102,881 at 6%; with 50% employer match about $102,881 at 4% or $68,587 at 6%; with 100% employer match about $77,160 at 4% or $51,440 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-94$6,102,184$376,013$4,000iApproximate average salary by contribution assumption: employee only about $100,003 at 4% or $66,669 at 6%; with 50% employer match about $66,669 at 4% or $44,446 at 6%; with 100% employer match about $50,002 at 4% or $33,334 at 6%.
2013283$12,962,530$552,139$6,652iApproximate average salary by contribution assumption: employee only about $166,307 at 4% or $110,871 at 6%; with 50% employer match about $110,871 at 4% or $73,914 at 6%; with 100% employer match about $83,153 at 4% or $55,436 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-81$7,121,472$200,000$2,469iApproximate average salary by contribution assumption: employee only about $61,728 at 4% or $41,152 at 6%; with 50% employer match about $41,152 at 4% or $27,435 at 6%; with 100% employer match about $30,864 at 4% or $20,576 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-83$5,841,058$352,139$4,243iApproximate average salary by contribution assumption: employee only about $106,066 at 4% or $70,711 at 6%; with 50% employer match about $70,711 at 4% or $47,140 at 6%; with 100% employer match about $53,033 at 4% or $35,355 at 6%.
2012283$11,493,780$555,423$6,692iApproximate average salary by contribution assumption: employee only about $167,296 at 4% or $111,531 at 6%; with 50% employer match about $111,531 at 4% or $74,354 at 6%; with 100% employer match about $83,648 at 4% or $55,765 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-77$6,629,804$200,000$2,597iApproximate average salary by contribution assumption: employee only about $64,935 at 4% or $43,290 at 6%; with 50% employer match about $43,290 at 4% or $28,860 at 6%; with 100% employer match about $32,468 at 4% or $21,645 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-83$4,863,976$355,423$4,282iApproximate average salary by contribution assumption: employee only about $107,055 at 4% or $71,370 at 6%; with 50% employer match about $71,370 at 4% or $47,580 at 6%; with 100% employer match about $53,528 at 4% or $35,685 at 6%.
2011279$10,136,824$752,746$9,528iApproximate average salary by contribution assumption: employee only about $238,211 at 4% or $158,807 at 6%; with 50% employer match about $158,807 at 4% or $105,871 at 6%; with 100% employer match about $119,105 at 4% or $79,404 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-72$6,093,537$400,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-79$4,043,287$352,746$4,465iApproximate average salary by contribution assumption: employee only about $111,628 at 4% or $74,419 at 6%; with 50% employer match about $74,419 at 4% or $49,613 at 6%; with 100% employer match about $55,814 at 4% or $37,209 at 6%.
2010287$9,453,354$729,500$8,385iApproximate average salary by contribution assumption: employee only about $209,626 at 4% or $139,751 at 6%; with 50% employer match about $139,751 at 4% or $93,167 at 6%; with 100% employer match about $104,813 at 4% or $69,875 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-74$5,341,102$400,000$5,405iApproximate average salary by contribution assumption: employee only about $135,135 at 4% or $90,090 at 6%; with 50% employer match about $90,090 at 4% or $60,060 at 6%; with 100% employer match about $67,568 at 4% or $45,045 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-87$4,112,252$329,500$3,787iApproximate average salary by contribution assumption: employee only about $94,684 at 4% or $63,123 at 6%; with 50% employer match about $63,123 at 4% or $42,082 at 6%; with 100% employer match about $47,342 at 4% or $31,561 at 6%.
2009280$8,362,031$698,140$8,727iApproximate average salary by contribution assumption: employee only about $218,169 at 4% or $145,446 at 6%; with 50% employer match about $145,446 at 4% or $96,964 at 6%; with 100% employer match about $109,084 at 4% or $72,723 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-80$4,926,261$400,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-80$3,435,770$298,140$3,727iApproximate average salary by contribution assumption: employee only about $93,169 at 4% or $62,113 at 6%; with 50% employer match about $62,113 at 4% or $41,408 at 6%; with 100% employer match about $46,584 at 4% or $31,056 at 6%.
2008176$2,612,712$306,697$4,035iApproximate average salary by contribution assumption: employee only about $100,887 at 4% or $67,258 at 6%; with 50% employer match about $67,258 at 4% or $44,839 at 6%; with 100% employer match about $50,444 at 4% or $33,629 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-76$2,612,712$306,697$4,035iApproximate average salary by contribution assumption: employee only about $100,887 at 4% or $67,258 at 6%; with 50% employer match about $67,258 at 4% or $44,839 at 6%; with 100% employer match about $50,444 at 4% or $33,629 at 6%.
2007270$0$0-
Sbera Pension Plan as Adopted by Athol Savings Bank-63---
Sbera 401(K) Plan as Adopted by Athol Savings Ban-70---
2006280$2,998,267$377,944$4,724iApproximate average salary by contribution assumption: employee only about $118,108 at 4% or $78,738 at 6%; with 50% employer match about $78,738 at 4% or $52,492 at 6%; with 100% employer match about $59,054 at 4% or $39,369 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-80$2,998,267$377,944$4,724iApproximate average salary by contribution assumption: employee only about $118,108 at 4% or $78,738 at 6%; with 50% employer match about $78,738 at 4% or $52,492 at 6%; with 100% employer match about $59,054 at 4% or $39,369 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-66---
2005283$2,339,179$301,982$3,638iApproximate average salary by contribution assumption: employee only about $90,958 at 4% or $60,639 at 6%; with 50% employer match about $60,639 at 4% or $40,426 at 6%; with 100% employer match about $45,479 at 4% or $30,319 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-83$2,339,179$301,982$3,638iApproximate average salary by contribution assumption: employee only about $90,958 at 4% or $60,639 at 6%; with 50% employer match about $60,639 at 4% or $40,426 at 6%; with 100% employer match about $45,479 at 4% or $30,319 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-74---
2004276$5,081,559$597,006$7,855iApproximate average salary by contribution assumption: employee only about $196,384 at 4% or $130,922 at 6%; with 50% employer match about $130,922 at 4% or $87,282 at 6%; with 100% employer match about $98,192 at 4% or $65,461 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-76$3,027,560$281,717$3,707iApproximate average salary by contribution assumption: employee only about $92,670 at 4% or $61,780 at 6%; with 50% employer match about $61,780 at 4% or $41,187 at 6%; with 100% employer match about $46,335 at 4% or $30,890 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-76$2,053,999$315,289$4,149iApproximate average salary by contribution assumption: employee only about $103,713 at 4% or $69,142 at 6%; with 50% employer match about $69,142 at 4% or $46,095 at 6%; with 100% employer match about $51,857 at 4% or $34,571 at 6%.
2003272$4,153,798$507,173$7,044iApproximate average salary by contribution assumption: employee only about $176,102 at 4% or $117,401 at 6%; with 50% employer match about $117,401 at 4% or $78,267 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-72$2,548,014$247,552$3,438iApproximate average salary by contribution assumption: employee only about $85,956 at 4% or $57,304 at 6%; with 50% employer match about $57,304 at 4% or $38,202 at 6%; with 100% employer match about $42,978 at 4% or $28,652 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-72$1,605,784$259,621$3,606iApproximate average salary by contribution assumption: employee only about $90,146 at 4% or $60,097 at 6%; with 50% employer match about $60,097 at 4% or $40,065 at 6%; with 100% employer match about $45,073 at 4% or $30,049 at 6%.
2002271$1,067,559$208,302$2,934iApproximate average salary by contribution assumption: employee only about $73,346 at 4% or $48,897 at 6%; with 50% employer match about $48,897 at 4% or $32,598 at 6%; with 100% employer match about $36,673 at 4% or $24,449 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-66$1,067,559$208,302$3,156iApproximate average salary by contribution assumption: employee only about $78,902 at 4% or $52,602 at 6%; with 50% employer match about $52,602 at 4% or $35,068 at 6%; with 100% employer match about $39,451 at 4% or $26,301 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-71---
2001269$1,081,890$196,840$2,853iApproximate average salary by contribution assumption: employee only about $71,319 at 4% or $47,546 at 6%; with 50% employer match about $47,546 at 4% or $31,697 at 6%; with 100% employer match about $35,659 at 4% or $23,773 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-63$1,081,890$196,840$3,124iApproximate average salary by contribution assumption: employee only about $78,111 at 4% or $52,074 at 6%; with 50% employer match about $52,074 at 4% or $34,716 at 6%; with 100% employer match about $39,056 at 4% or $26,037 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-69---
2000264$1,019,094$182,806$2,856iApproximate average salary by contribution assumption: employee only about $71,409 at 4% or $47,606 at 6%; with 50% employer match about $47,606 at 4% or $31,737 at 6%; with 100% employer match about $35,704 at 4% or $23,803 at 6%.
Sbera 401(K) Plan as Adopted by Athol Savings Ban-64$1,019,094$182,806$2,856iApproximate average salary by contribution assumption: employee only about $71,409 at 4% or $47,606 at 6%; with 50% employer match about $47,606 at 4% or $31,737 at 6%; with 100% employer match about $35,704 at 4% or $23,803 at 6%.
Sbera Pension Plan as Adopted by Athol Savings Bank-57---
1999157$1,378,987$0-
Sbera Pension Plan as Adopted by Athol Savings Bank-57$1,378,987--