Current Snapshot
Latest Year
2024
2024 Participants
183
2024 Assets
$33,397,543
2024 Contributions
$2,762,022
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 183 | $33,397,543 | $2,762,022 | $15,093iApproximate average salary by contribution assumption: employee only about $377,325 at 4% or $251,550 at 6%; with 50% employer match about $251,550 at 4% or $167,700 at 6%; with 100% employer match about $188,663 at 4% or $125,775 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 174 | $33,397,543 | $2,762,022 | $15,874iApproximate average salary by contribution assumption: employee only about $396,842 at 4% or $264,561 at 6%; with 50% employer match about $264,561 at 4% or $176,374 at 6%; with 100% employer match about $198,421 at 4% or $132,281 at 6%. |
| Cornerstone Bank Health Welfare Plan | - | 183 | - | - | - |
| 2023 | 4 | 182 | $44,881,306 | $3,037,923 | $16,692iApproximate average salary by contribution assumption: employee only about $417,297 at 4% or $278,198 at 6%; with 50% employer match about $278,198 at 4% or $185,465 at 6%; with 100% employer match about $208,649 at 4% or $139,099 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 174 | $29,481,507 | $3,037,923 | $17,459iApproximate average salary by contribution assumption: employee only about $436,483 at 4% or $290,989 at 6%; with 50% employer match about $290,989 at 4% or $193,993 at 6%; with 100% employer match about $218,242 at 4% or $145,494 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 45 | $15,399,799 | - | - |
| Cornerstone Bank Health Welfare Plan | - | 182 | - | - | - |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 0 | - | - | - |
| 2022 | 4 | 174 | $37,908,963 | $2,727,763 | $15,677iApproximate average salary by contribution assumption: employee only about $391,920 at 4% or $261,280 at 6%; with 50% employer match about $261,280 at 4% or $174,187 at 6%; with 100% employer match about $195,960 at 4% or $130,640 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 158 | $23,789,223 | $2,727,763 | $17,264iApproximate average salary by contribution assumption: employee only about $431,608 at 4% or $287,739 at 6%; with 50% employer match about $287,739 at 4% or $191,826 at 6%; with 100% employer match about $215,804 at 4% or $143,869 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 15 | $7,303,137 | - | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 35 | $6,816,603 | - | - |
| Cornerstone Bank Health Welfare Plan | - | 174 | - | - | - |
| 2021 | 4 | 164 | $41,702,846 | $2,460,195 | $15,001iApproximate average salary by contribution assumption: employee only about $375,030 at 4% or $250,020 at 6%; with 50% employer match about $250,020 at 4% or $166,680 at 6%; with 100% employer match about $187,515 at 4% or $125,010 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 164 | $27,600,914 | $2,460,195 | $15,001iApproximate average salary by contribution assumption: employee only about $375,030 at 4% or $250,020 at 6%; with 50% employer match about $250,020 at 4% or $166,680 at 6%; with 100% employer match about $187,515 at 4% or $125,010 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 37 | $7,068,725 | - | - |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 17 | $7,033,207 | - | - |
| Cornerstone Bank Health Welfare Plan | - | 140 | - | - | - |
| 2020 | 4 | 159 | $43,344,159 | $2,826,613 | $17,777iApproximate average salary by contribution assumption: employee only about $444,436 at 4% or $296,291 at 6%; with 50% employer match about $296,291 at 4% or $197,527 at 6%; with 100% employer match about $222,218 at 4% or $148,145 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 158 | $23,659,586 | $2,826,613 | $17,890iApproximate average salary by contribution assumption: employee only about $447,249 at 4% or $298,166 at 6%; with 50% employer match about $298,166 at 4% or $198,777 at 6%; with 100% employer match about $223,624 at 4% or $149,083 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 24 | $9,929,523 | - | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 42 | $9,755,050 | - | - |
| Cornerstone Bank Health Welfare Plan | - | 159 | - | - | - |
| 2019 | 4 | 170 | $38,223,193 | $4,939,870 | $29,058iApproximate average salary by contribution assumption: employee only about $726,451 at 4% or $484,301 at 6%; with 50% employer match about $484,301 at 4% or $322,867 at 6%; with 100% employer match about $363,226 at 4% or $242,150 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 170 | $19,738,671 | $2,942,870 | $17,311iApproximate average salary by contribution assumption: employee only about $432,775 at 4% or $288,517 at 6%; with 50% employer match about $288,517 at 4% or $192,344 at 6%; with 100% employer match about $216,388 at 4% or $144,258 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 51 | $9,973,668 | $1,065,000 | $20,882iApproximate average salary by contribution assumption: employee only about $522,059 at 4% or $348,039 at 6%; with 50% employer match about $348,039 at 4% or $232,026 at 6%; with 100% employer match about $261,029 at 4% or $174,020 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 28 | $8,510,854 | $932,000 | $33,286iApproximate average salary by contribution assumption: employee only about $832,143 at 4% or $554,762 at 6%; with 50% employer match about $554,762 at 4% or $369,841 at 6%; with 100% employer match about $416,071 at 4% or $277,381 at 6%. |
| Cornerstone Bank Health Welfare Plan | - | 159 | - | - | - |
| 2018 | 5 | 177 | $31,903,289 | $4,307,833 | $24,338iApproximate average salary by contribution assumption: employee only about $608,451 at 4% or $405,634 at 6%; with 50% employer match about $405,634 at 4% or $270,423 at 6%; with 100% employer match about $304,225 at 4% or $202,817 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 177 | $14,921,794 | $1,418,947 | $8,017iApproximate average salary by contribution assumption: employee only about $200,416 at 4% or $133,611 at 6%; with 50% employer match about $133,611 at 4% or $89,074 at 6%; with 100% employer match about $100,208 at 4% or $66,805 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 60 | $9,343,974 | $989,200 | $16,487iApproximate average salary by contribution assumption: employee only about $412,167 at 4% or $274,778 at 6%; with 50% employer match about $274,778 at 4% or $183,185 at 6%; with 100% employer match about $206,083 at 4% or $137,389 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 31 | $7,637,521 | $1,083,000 | $34,935iApproximate average salary by contribution assumption: employee only about $873,387 at 4% or $582,258 at 6%; with 50% employer match about $582,258 at 4% or $388,172 at 6%; with 100% employer match about $436,694 at 4% or $291,129 at 6%. |
| Cornerstone Bank Health Welfare Plan | - | 167 | - | - | - |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 0 | - | $816,686 | - |
| 2017 | 5 | 146 | $28,436,682 | $1,138,130 | $7,795iApproximate average salary by contribution assumption: employee only about $194,885 at 4% or $129,924 at 6%; with 50% employer match about $129,924 at 4% or $86,616 at 6%; with 100% employer match about $97,443 at 4% or $64,962 at 6%. |
| Cornerstone Bank 401(K) Plan | - | 107 | $8,753,876 | $611,293 | $5,713iApproximate average salary by contribution assumption: employee only about $142,825 at 4% or $95,217 at 6%; with 50% employer match about $95,217 at 4% or $63,478 at 6%; with 100% employer match about $71,413 at 4% or $47,608 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 65 | $8,048,949 | $45,000 | $692iApproximate average salary by contribution assumption: employee only about $17,308 at 4% or $11,538 at 6%; with 50% employer match about $11,538 at 4% or $7,692 at 6%; with 100% employer match about $8,654 at 4% or $5,769 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 34 | $6,142,389 | $130,000 | $3,824iApproximate average salary by contribution assumption: employee only about $95,588 at 4% or $63,725 at 6%; with 50% employer match about $63,725 at 4% or $42,484 at 6%; with 100% employer match about $47,794 at 4% or $31,863 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 78 | $5,491,468 | $351,837 | $4,511iApproximate average salary by contribution assumption: employee only about $112,768 at 4% or $75,179 at 6%; with 50% employer match about $75,179 at 4% or $50,119 at 6%; with 100% employer match about $56,384 at 4% or $37,589 at 6%. |
| Cornerstone Bank Health Welfare Plan | - | 146 | - | - | - |
| 2016 | 3 | 87 | $19,840,627 | $521,281 | $5,992iApproximate average salary by contribution assumption: employee only about $149,793 at 4% or $99,862 at 6%; with 50% employer match about $99,862 at 4% or $66,575 at 6%; with 100% employer match about $74,897 at 4% or $49,931 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 75 | $8,153,468 | $185,000 | $2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%. |
| Sbera Pension Plan as Adopted by Southbridge Savings Bank | - | 39 | $6,778,746 | - | - |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 87 | $4,908,413 | $336,281 | $3,865iApproximate average salary by contribution assumption: employee only about $96,632 at 4% or $64,422 at 6%; with 50% employer match about $64,422 at 4% or $42,948 at 6%; with 100% employer match about $48,316 at 4% or $32,211 at 6%. |
| 2015 | 2 | 97 | $12,154,843 | $1,628,922 | $16,793iApproximate average salary by contribution assumption: employee only about $419,825 at 4% or $279,884 at 6%; with 50% employer match about $279,884 at 4% or $186,589 at 6%; with 100% employer match about $209,913 at 4% or $139,942 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 82 | $7,837,699 | $1,270,000 | $15,488iApproximate average salary by contribution assumption: employee only about $387,195 at 4% or $258,130 at 6%; with 50% employer match about $258,130 at 4% or $172,087 at 6%; with 100% employer match about $193,598 at 4% or $129,065 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 97 | $4,317,144 | $358,922 | $3,700iApproximate average salary by contribution assumption: employee only about $92,506 at 4% or $61,670 at 6%; with 50% employer match about $61,670 at 4% or $41,114 at 6%; with 100% employer match about $46,253 at 4% or $30,835 at 6%. |
| 2014 | 2 | 94 | $10,727,704 | $859,055 | $9,139iApproximate average salary by contribution assumption: employee only about $228,472 at 4% or $152,315 at 6%; with 50% employer match about $152,315 at 4% or $101,543 at 6%; with 100% employer match about $114,236 at 4% or $76,157 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 84 | $6,622,429 | $513,000 | $6,107iApproximate average salary by contribution assumption: employee only about $152,679 at 4% or $101,786 at 6%; with 50% employer match about $101,786 at 4% or $67,857 at 6%; with 100% employer match about $76,339 at 4% or $50,893 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 94 | $4,105,275 | $346,055 | $3,681iApproximate average salary by contribution assumption: employee only about $92,036 at 4% or $61,357 at 6%; with 50% employer match about $61,357 at 4% or $40,905 at 6%; with 100% employer match about $46,018 at 4% or $30,679 at 6%. |
| 2013 | 2 | 96 | $10,274,926 | $1,336,669 | $13,924iApproximate average salary by contribution assumption: employee only about $348,091 at 4% or $232,061 at 6%; with 50% employer match about $232,061 at 4% or $154,707 at 6%; with 100% employer match about $174,045 at 4% or $116,030 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 89 | $6,555,027 | $950,000 | $10,674iApproximate average salary by contribution assumption: employee only about $266,854 at 4% or $177,903 at 6%; with 50% employer match about $177,903 at 4% or $118,602 at 6%; with 100% employer match about $133,427 at 4% or $88,951 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 96 | $3,719,899 | $386,669 | $4,028iApproximate average salary by contribution assumption: employee only about $100,695 at 4% or $67,130 at 6%; with 50% employer match about $67,130 at 4% or $44,753 at 6%; with 100% employer match about $50,348 at 4% or $33,565 at 6%. |
| 2012 | 2 | 95 | $9,270,656 | $539,224 | $5,676iApproximate average salary by contribution assumption: employee only about $141,901 at 4% or $94,601 at 6%; with 50% employer match about $94,601 at 4% or $63,067 at 6%; with 100% employer match about $70,951 at 4% or $47,300 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 85 | $6,020,835 | $25,391 | $299iApproximate average salary by contribution assumption: employee only about $7,468 at 4% or $4,979 at 6%; with 50% employer match about $4,979 at 4% or $3,319 at 6%; with 100% employer match about $3,734 at 4% or $2,489 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 95 | $3,249,821 | $513,833 | $5,409iApproximate average salary by contribution assumption: employee only about $135,219 at 4% or $90,146 at 6%; with 50% employer match about $90,146 at 4% or $60,097 at 6%; with 100% employer match about $67,610 at 4% or $45,073 at 6%. |
| 2011 | 2 | 92 | $8,140,357 | $1,315,461 | $14,298iApproximate average salary by contribution assumption: employee only about $357,462 at 4% or $238,308 at 6%; with 50% employer match about $238,308 at 4% or $158,872 at 6%; with 100% employer match about $178,731 at 4% or $119,154 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 82 | $5,676,124 | $1,040,334 | $12,687iApproximate average salary by contribution assumption: employee only about $317,175 at 4% or $211,450 at 6%; with 50% employer match about $211,450 at 4% or $140,967 at 6%; with 100% employer match about $158,588 at 4% or $105,725 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 92 | $2,464,233 | $275,127 | $2,991iApproximate average salary by contribution assumption: employee only about $74,763 at 4% or $49,842 at 6%; with 50% employer match about $49,842 at 4% or $33,228 at 6%; with 100% employer match about $37,381 at 4% or $24,921 at 6%. |
| 2010 | 2 | 89 | $6,862,948 | $624,822 | $7,020iApproximate average salary by contribution assumption: employee only about $175,512 at 4% or $117,008 at 6%; with 50% employer match about $117,008 at 4% or $78,005 at 6%; with 100% employer match about $87,756 at 4% or $58,504 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 83 | $4,328,282 | $221,567 | $2,669iApproximate average salary by contribution assumption: employee only about $66,737 at 4% or $44,491 at 6%; with 50% employer match about $44,491 at 4% or $29,661 at 6%; with 100% employer match about $33,369 at 4% or $22,246 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 89 | $2,534,666 | $403,255 | $4,531iApproximate average salary by contribution assumption: employee only about $113,274 at 4% or $75,516 at 6%; with 50% employer match about $75,516 at 4% or $50,344 at 6%; with 100% employer match about $56,637 at 4% or $37,758 at 6%. |
| 2009 | 2 | 88 | $6,037,987 | $270,864 | $3,078iApproximate average salary by contribution assumption: employee only about $76,950 at 4% or $51,300 at 6%; with 50% employer match about $51,300 at 4% or $34,200 at 6%; with 100% employer match about $38,475 at 4% or $25,650 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 88 | $4,103,576 | - | - |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 80 | $1,934,411 | $270,864 | $3,386iApproximate average salary by contribution assumption: employee only about $84,645 at 4% or $56,430 at 6%; with 50% employer match about $56,430 at 4% or $37,620 at 6%; with 100% employer match about $42,323 at 4% or $28,215 at 6%. |
| 2008 | 1 | 66 | $1,505,990 | $208,765 | $3,163iApproximate average salary by contribution assumption: employee only about $79,078 at 4% or $52,718 at 6%; with 50% employer match about $52,718 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 66 | $1,505,990 | $208,765 | $3,163iApproximate average salary by contribution assumption: employee only about $79,078 at 4% or $52,718 at 6%; with 50% employer match about $52,718 at 4% or $35,146 at 6%; with 100% employer match about $39,539 at 4% or $26,359 at 6%. |
| 2007 | 2 | 80 | $0 | $0 | - |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 64 | - | - | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 80 | - | - | - |
| 2006 | 2 | 72 | $6,501,663 | $471,414 | $6,547iApproximate average salary by contribution assumption: employee only about $163,685 at 4% or $109,124 at 6%; with 50% employer match about $109,124 at 4% or $72,749 at 6%; with 100% employer match about $81,843 at 4% or $54,562 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 72 | $4,825,311 | $312,201 | $4,336iApproximate average salary by contribution assumption: employee only about $108,403 at 4% or $72,269 at 6%; with 50% employer match about $72,269 at 4% or $48,179 at 6%; with 100% employer match about $54,202 at 4% or $36,134 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 67 | $1,676,352 | $159,213 | $2,376iApproximate average salary by contribution assumption: employee only about $59,408 at 4% or $39,605 at 6%; with 50% employer match about $39,605 at 4% or $26,403 at 6%; with 100% employer match about $29,704 at 4% or $19,803 at 6%. |
| 2005 | 2 | 64 | $1,621,682 | $167,889 | $2,623iApproximate average salary by contribution assumption: employee only about $65,582 at 4% or $43,721 at 6%; with 50% employer match about $43,721 at 4% or $29,147 at 6%; with 100% employer match about $32,791 at 4% or $21,861 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 49 | $1,621,682 | $167,889 | $3,426iApproximate average salary by contribution assumption: employee only about $85,658 at 4% or $57,105 at 6%; with 50% employer match about $57,105 at 4% or $38,070 at 6%; with 100% employer match about $42,829 at 4% or $28,553 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 64 | - | - | - |
| 2004 | 2 | 50 | $7,353,210 | $184,166 | $3,683iApproximate average salary by contribution assumption: employee only about $92,083 at 4% or $61,389 at 6%; with 50% employer match about $61,389 at 4% or $40,926 at 6%; with 100% employer match about $46,042 at 4% or $30,694 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 50 | $5,992,920 | $30,909 | $618iApproximate average salary by contribution assumption: employee only about $15,454 at 4% or $10,303 at 6%; with 50% employer match about $10,303 at 4% or $6,869 at 6%; with 100% employer match about $7,727 at 4% or $5,152 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 42 | $1,360,290 | $153,257 | $3,649iApproximate average salary by contribution assumption: employee only about $91,224 at 4% or $60,816 at 6%; with 50% employer match about $60,816 at 4% or $40,544 at 6%; with 100% employer match about $45,612 at 4% or $30,408 at 6%. |
| 2003 | 2 | 42 | $6,660,992 | $295,889 | $7,045iApproximate average salary by contribution assumption: employee only about $176,124 at 4% or $117,416 at 6%; with 50% employer match about $117,416 at 4% or $78,278 at 6%; with 100% employer match about $88,062 at 4% or $58,708 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 41 | $5,505,629 | $152,393 | $3,717iApproximate average salary by contribution assumption: employee only about $92,923 at 4% or $61,948 at 6%; with 50% employer match about $61,948 at 4% or $41,299 at 6%; with 100% employer match about $46,461 at 4% or $30,974 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 42 | $1,155,363 | $143,496 | $3,417iApproximate average salary by contribution assumption: employee only about $85,414 at 4% or $56,943 at 6%; with 50% employer match about $56,943 at 4% or $37,962 at 6%; with 100% employer match about $42,707 at 4% or $28,471 at 6%. |
| 2002 | 2 | 46 | $1,027,275 | $139,201 | $3,026iApproximate average salary by contribution assumption: employee only about $75,653 at 4% or $50,435 at 6%; with 50% employer match about $50,435 at 4% or $33,623 at 6%; with 100% employer match about $37,826 at 4% or $25,218 at 6%. |
| Sbera 401(K) Plan as Adopted by Spencer Savings Bank | - | 46 | $1,027,275 | $139,201 | $3,026iApproximate average salary by contribution assumption: employee only about $75,653 at 4% or $50,435 at 6%; with 50% employer match about $50,435 at 4% or $33,623 at 6%; with 100% employer match about $37,826 at 4% or $25,218 at 6%. |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 42 | - | - | - |
| 2001 | 1 | 47 | $0 | $0 | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 47 | - | - | - |
| 2000 | 1 | 39 | $0 | $0 | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 39 | - | - | - |
| 1999 | 1 | 40 | $4,736,579 | $0 | - |
| Sbera Pension Plan as Adopted by Spencer Savings Bank | - | 40 | $4,736,579 | - | - |