Civic Intelligence

Marblehead Savings Bank

Plan context: Sbera 401 K Plan as Adopted by Marblehead Savings Bank

EIN 04-1580550 • Marblehead, MA • 30 filings • 6 plans

21 Atlantic AvenueMarblehead, MA 01945-3230
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$9,833,080

2024 Contributions

$407,627

Historical Graphs

Total Assets Over Time

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

$9,833,080$4,916,540$0199920122024YearValue
$9,833,080Latest year 2024

Participants Over Time

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

71360199920122024YearValue
64Latest 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
2024164$9,833,080$407,627$6,369iApproximate average salary by contribution assumption: employee only about $159,229 at 4% or $106,153 at 6%; with 50% employer match about $106,153 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,076 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-64$9,833,080$407,627$6,369iApproximate average salary by contribution assumption: employee only about $159,229 at 4% or $106,153 at 6%; with 50% employer match about $106,153 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,076 at 6%.
2023159$9,547,379$365,822$6,200iApproximate average salary by contribution assumption: employee only about $155,009 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-59$9,547,379$365,822$6,200iApproximate average salary by contribution assumption: employee only about $155,009 at 4% or $103,340 at 6%; with 50% employer match about $103,340 at 4% or $68,893 at 6%; with 100% employer match about $77,505 at 4% or $51,670 at 6%.
2022161$8,417,672$351,902$5,769iApproximate average salary by contribution assumption: employee only about $144,222 at 4% or $96,148 at 6%; with 50% employer match about $96,148 at 4% or $64,099 at 6%; with 100% employer match about $72,111 at 4% or $48,074 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-61$8,417,672$351,902$5,769iApproximate average salary by contribution assumption: employee only about $144,222 at 4% or $96,148 at 6%; with 50% employer match about $96,148 at 4% or $64,099 at 6%; with 100% employer match about $72,111 at 4% or $48,074 at 6%.
2021162$9,623,268$364,691$5,882iApproximate average salary by contribution assumption: employee only about $147,053 at 4% or $98,035 at 6%; with 50% employer match about $98,035 at 4% or $65,357 at 6%; with 100% employer match about $73,526 at 4% or $49,018 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-62$9,623,268$364,691$5,882iApproximate average salary by contribution assumption: employee only about $147,053 at 4% or $98,035 at 6%; with 50% employer match about $98,035 at 4% or $65,357 at 6%; with 100% employer match about $73,526 at 4% or $49,018 at 6%.
2020160$8,400,052$371,590$6,193iApproximate average salary by contribution assumption: employee only about $154,829 at 4% or $103,219 at 6%; with 50% employer match about $103,219 at 4% or $68,813 at 6%; with 100% employer match about $77,415 at 4% or $51,610 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-60$8,400,052$371,590$6,193iApproximate average salary by contribution assumption: employee only about $154,829 at 4% or $103,219 at 6%; with 50% employer match about $103,219 at 4% or $68,813 at 6%; with 100% employer match about $77,415 at 4% or $51,610 at 6%.
2019153$7,325,579$303,918$5,734iApproximate average salary by contribution assumption: employee only about $143,358 at 4% or $95,572 at 6%; with 50% employer match about $95,572 at 4% or $63,714 at 6%; with 100% employer match about $71,679 at 4% or $47,786 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-53$7,325,579$303,918$5,734iApproximate average salary by contribution assumption: employee only about $143,358 at 4% or $95,572 at 6%; with 50% employer match about $95,572 at 4% or $63,714 at 6%; with 100% employer match about $71,679 at 4% or $47,786 at 6%.
2018162$6,329,090$277,712$4,479iApproximate average salary by contribution assumption: employee only about $111,981 at 4% or $74,654 at 6%; with 50% employer match about $74,654 at 4% or $49,769 at 6%; with 100% employer match about $55,990 at 4% or $37,327 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-62$6,329,090$277,712$4,479iApproximate average salary by contribution assumption: employee only about $111,981 at 4% or $74,654 at 6%; with 50% employer match about $74,654 at 4% or $49,769 at 6%; with 100% employer match about $55,990 at 4% or $37,327 at 6%.
2017158$7,078,479$251,568$4,337iApproximate average salary by contribution assumption: employee only about $108,434 at 4% or $72,290 at 6%; with 50% employer match about $72,290 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,145 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-58$7,078,479$251,568$4,337iApproximate average salary by contribution assumption: employee only about $108,434 at 4% or $72,290 at 6%; with 50% employer match about $72,290 at 4% or $48,193 at 6%; with 100% employer match about $54,217 at 4% or $36,145 at 6%.
2016154$6,117,061$245,856$4,553iApproximate average salary by contribution assumption: employee only about $113,822 at 4% or $75,881 at 6%; with 50% employer match about $75,881 at 4% or $50,588 at 6%; with 100% employer match about $56,911 at 4% or $37,941 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-54$6,117,061$245,856$4,553iApproximate average salary by contribution assumption: employee only about $113,822 at 4% or $75,881 at 6%; with 50% employer match about $75,881 at 4% or $50,588 at 6%; with 100% employer match about $56,911 at 4% or $37,941 at 6%.
2015155$5,516,163$230,307$4,187iApproximate average salary by contribution assumption: employee only about $104,685 at 4% or $69,790 at 6%; with 50% employer match about $69,790 at 4% or $46,527 at 6%; with 100% employer match about $52,342 at 4% or $34,895 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-55$5,516,163$230,307$4,187iApproximate average salary by contribution assumption: employee only about $104,685 at 4% or $69,790 at 6%; with 50% employer match about $69,790 at 4% or $46,527 at 6%; with 100% employer match about $52,342 at 4% or $34,895 at 6%.
2014153$5,638,366$224,529$4,236iApproximate average salary by contribution assumption: employee only about $105,910 at 4% or $70,607 at 6%; with 50% employer match about $70,607 at 4% or $47,071 at 6%; with 100% employer match about $52,955 at 4% or $35,303 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-53$5,638,366$224,529$4,236iApproximate average salary by contribution assumption: employee only about $105,910 at 4% or $70,607 at 6%; with 50% employer match about $70,607 at 4% or $47,071 at 6%; with 100% employer match about $52,955 at 4% or $35,303 at 6%.
2013159$5,286,821$215,800$3,658iApproximate average salary by contribution assumption: employee only about $91,441 at 4% or $60,960 at 6%; with 50% employer match about $60,960 at 4% or $40,640 at 6%; with 100% employer match about $45,720 at 4% or $30,480 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-59$5,286,821$215,800$3,658iApproximate average salary by contribution assumption: employee only about $91,441 at 4% or $60,960 at 6%; with 50% employer match about $60,960 at 4% or $40,640 at 6%; with 100% employer match about $45,720 at 4% or $30,480 at 6%.
2012156$5,224,671$218,989$3,911iApproximate average salary by contribution assumption: employee only about $97,763 at 4% or $65,175 at 6%; with 50% employer match about $65,175 at 4% or $43,450 at 6%; with 100% employer match about $48,881 at 4% or $32,588 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-56$5,224,671$218,989$3,911iApproximate average salary by contribution assumption: employee only about $97,763 at 4% or $65,175 at 6%; with 50% employer match about $65,175 at 4% or $43,450 at 6%; with 100% employer match about $48,881 at 4% or $32,588 at 6%.
2011155$4,938,685$284,022$5,164iApproximate average salary by contribution assumption: employee only about $129,101 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,034 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-55$4,938,685$284,022$5,164iApproximate average salary by contribution assumption: employee only about $129,101 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,034 at 6%.
2010140$4,955,761$278,225$6,956iApproximate average salary by contribution assumption: employee only about $173,891 at 4% or $115,927 at 6%; with 50% employer match about $115,927 at 4% or $77,285 at 6%; with 100% employer match about $86,945 at 4% or $57,964 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-40$4,955,761$278,225$6,956iApproximate average salary by contribution assumption: employee only about $173,891 at 4% or $115,927 at 6%; with 50% employer match about $115,927 at 4% or $77,285 at 6%; with 100% employer match about $86,945 at 4% or $57,964 at 6%.
2009142$4,723,171$301,211$7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-42$4,723,171$301,211$7,172iApproximate average salary by contribution assumption: employee only about $179,292 at 4% or $119,528 at 6%; with 50% employer match about $119,528 at 4% or $79,685 at 6%; with 100% employer match about $89,646 at 4% or $59,764 at 6%.
2008141$3,799,161$323,392$7,888iApproximate average salary by contribution assumption: employee only about $197,190 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-41$3,799,161$323,392$7,888iApproximate average salary by contribution assumption: employee only about $197,190 at 4% or $131,460 at 6%; with 50% employer match about $131,460 at 4% or $87,640 at 6%; with 100% employer match about $98,595 at 4% or $65,730 at 6%.
2007141$0$0-
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-41---
2006144$4,585,794$398,045$9,046iApproximate average salary by contribution assumption: employee only about $226,162 at 4% or $150,775 at 6%; with 50% employer match about $150,775 at 4% or $100,516 at 6%; with 100% employer match about $113,081 at 4% or $75,387 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-44$4,585,794$398,045$9,046iApproximate average salary by contribution assumption: employee only about $226,162 at 4% or $150,775 at 6%; with 50% employer match about $150,775 at 4% or $100,516 at 6%; with 100% employer match about $113,081 at 4% or $75,387 at 6%.
2005153$4,982,615$446,807$8,430iApproximate average salary by contribution assumption: employee only about $210,758 at 4% or $140,505 at 6%; with 50% employer match about $140,505 at 4% or $93,670 at 6%; with 100% employer match about $105,379 at 4% or $70,253 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-53$4,982,615$446,807$8,430iApproximate average salary by contribution assumption: employee only about $210,758 at 4% or $140,505 at 6%; with 50% employer match about $140,505 at 4% or $93,670 at 6%; with 100% employer match about $105,379 at 4% or $70,253 at 6%.
2004171$4,778,275$509,643$7,178iApproximate average salary by contribution assumption: employee only about $179,452 at 4% or $119,635 at 6%; with 50% employer match about $119,635 at 4% or $79,756 at 6%; with 100% employer match about $89,726 at 4% or $59,817 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-71$4,778,275$509,643$7,178iApproximate average salary by contribution assumption: employee only about $179,452 at 4% or $119,635 at 6%; with 50% employer match about $119,635 at 4% or $79,756 at 6%; with 100% employer match about $89,726 at 4% or $59,817 at 6%.
2003159$4,262,682$3,350,348$56,786iApproximate average salary by contribution assumption: employee only about $1,419,639 at 4% or $946,426 at 6%; with 50% employer match about $946,426 at 4% or $630,951 at 6%; with 100% employer match about $709,819 at 4% or $473,213 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-59$4,262,682$3,350,348$56,786iApproximate average salary by contribution assumption: employee only about $1,419,639 at 4% or $946,426 at 6%; with 50% employer match about $946,426 at 4% or $630,951 at 6%; with 100% employer match about $709,819 at 4% or $473,213 at 6%.
2002258$1,367,484$469,039$8,087iApproximate average salary by contribution assumption: employee only about $202,172 at 4% or $134,781 at 6%; with 50% employer match about $134,781 at 4% or $89,854 at 6%; with 100% employer match about $101,086 at 4% or $67,391 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-58$1,367,484$228,952$3,947iApproximate average salary by contribution assumption: employee only about $98,686 at 4% or $65,791 at 6%; with 50% employer match about $65,791 at 4% or $43,861 at 6%; with 100% employer match about $49,343 at 4% or $32,895 at 6%.
Sbera Pension Plan as Adopted by Marblehead Savings Bank-0-$240,087-
2001254$1,340,452$152,398$2,822iApproximate average salary by contribution assumption: employee only about $70,555 at 4% or $47,036 at 6%; with 50% employer match about $47,036 at 4% or $31,358 at 6%; with 100% employer match about $35,277 at 4% or $23,518 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-54$1,340,452$152,398$2,822iApproximate average salary by contribution assumption: employee only about $70,555 at 4% or $47,036 at 6%; with 50% employer match about $47,036 at 4% or $31,358 at 6%; with 100% employer match about $35,277 at 4% or $23,518 at 6%.
Sbera Pension Plan as Adopted by Marblehead Savings Bank-53---
2000253$1,354,727$149,440$2,820iApproximate average salary by contribution assumption: employee only about $70,491 at 4% or $46,994 at 6%; with 50% employer match about $46,994 at 4% or $31,329 at 6%; with 100% employer match about $35,245 at 4% or $23,497 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-53$1,354,727$149,440$2,820iApproximate average salary by contribution assumption: employee only about $70,491 at 4% or $46,994 at 6%; with 50% employer match about $46,994 at 4% or $31,329 at 6%; with 100% employer match about $35,245 at 4% or $23,497 at 6%.
Sbera Pension Plan as Adopted by Marblehead Savings Bank-50---
1999253$5,173,674$189,955$3,584iApproximate average salary by contribution assumption: employee only about $89,601 at 4% or $59,734 at 6%; with 50% employer match about $59,734 at 4% or $39,823 at 6%; with 100% employer match about $44,801 at 4% or $29,867 at 6%.
Sbera Pension Plan as Adopted by Marblehead Savings Bank-53$4,011,037$163,876$3,092iApproximate average salary by contribution assumption: employee only about $77,300 at 4% or $51,533 at 6%; with 50% employer match about $51,533 at 4% or $34,356 at 6%; with 100% employer match about $38,650 at 4% or $25,767 at 6%.
Sbera 401 K Plan as Adopted by Marblehead Savings Bank-53$1,162,637$26,079$492iApproximate average salary by contribution assumption: employee only about $12,301 at 4% or $8,201 at 6%; with 50% employer match about $8,201 at 4% or $5,467 at 6%; with 100% employer match about $6,151 at 4% or $4,100 at 6%.