Needham Bank
Plan context: Needham Bank Defined Benefit Plan
EIN 84-3556185 • Needham, MA • 27 filings • 9 plans
Current Snapshot
Latest Year
2025
2025 Participants
391
2025 Assets
$123,944,569
2025 Contributions
$328,466
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $328,466 | - |
| Needham Bank Defined Benefit Plan | - | 0 | $0 | $328,466 | - |
| 2024 | 8 | 391 | $123,944,569 | $14,119,607 | $36,112iApproximate average salary by contribution assumption: employee only about $902,788 at 4% or $601,859 at 6%; with 50% employer match about $601,859 at 4% or $401,239 at 6%; with 100% employer match about $451,394 at 4% or $300,929 at 6%. |
| Needham Bank Employee Stock Ownership Plan | - | 285 | $61,827,355 | $5,094,900 | $17,877iApproximate average salary by contribution assumption: employee only about $446,921 at 4% or $297,947 at 6%; with 50% employer match about $297,947 at 4% or $198,632 at 6%; with 100% employer match about $223,461 at 4% or $148,974 at 6%. |
| Needham Bank 401(K) Plan | - | 370 | $57,990,345 | $8,875,197 | $23,987iApproximate average salary by contribution assumption: employee only about $599,675 at 4% or $399,784 at 6%; with 50% employer match about $399,784 at 4% or $266,522 at 6%; with 100% employer match about $299,838 at 4% or $199,892 at 6%. |
| Needham Bank Defined Benefit Plan | - | 13 | $4,126,869 | $149,510 | $11,501iApproximate average salary by contribution assumption: employee only about $287,519 at 4% or $191,679 at 6%; with 50% employer match about $191,679 at 4% or $127,786 at 6%; with 100% employer match about $143,760 at 4% or $95,840 at 6%. |
| Needham Bank Flexible Spending Plan | - | 147 | - | - | - |
| Needham Bank Health Reimbursement Arrangement Plan | - | 308 | - | - | - |
| Needham Bank Pfml Plan | - | 391 | - | - | - |
| Needham Bank Group Accidentail Death & Dismemberment and Long Term Disability Plan | - | 342 | - | - | - |
| Needham Bank Vision Service Plan | - | 248 | - | - | - |
| 2023 | 6 | 344 | $59,481,847 | $3,686,788 | $10,717iApproximate average salary by contribution assumption: employee only about $267,935 at 4% or $178,623 at 6%; with 50% employer match about $178,623 at 4% or $119,082 at 6%; with 100% employer match about $133,968 at 4% or $89,312 at 6%. |
| Needham Bank 401(K) Plan | - | 344 | $46,035,397 | $3,686,788 | $10,717iApproximate average salary by contribution assumption: employee only about $267,935 at 4% or $178,623 at 6%; with 50% employer match about $178,623 at 4% or $119,082 at 6%; with 100% employer match about $133,968 at 4% or $89,312 at 6%. |
| Needham Bank Employee Stock Ownership Plan | - | 283 | $13,446,450 | - | - |
| Needham Bank Flexible Spending Plan | - | 134 | - | - | - |
| Needham Bank Health Reimbursement Arrangement Plan | - | 294 | - | - | - |
| Needham Bank Vision Service Plan | - | 224 | - | - | - |
| Needham Bank Group Accidentail Death & Dismemberment and Long Term Disability Plan | - | 317 | - | - | - |
| 2022 | 4 | 283 | $0 | $0 | - |
| Needham Bank Health Reimbursement Arrangement Plan | - | 266 | - | - | - |
| Needham Bank Flexible Spending Plan | - | 130 | - | - | - |
| Needham Bank Vision Service Plan | - | 203 | - | - | - |
| Needham Bank Group Accidentail Death & Dismemberment and Long Term Disability Plan | - | 283 | - | - | - |
| 2021 | 4 | 241 | $0 | $0 | - |
| Needham Bank Health Reimbursement Arrangement Plan | - | 236 | - | - | - |
| Needham Bank Flexible Spending Plan | - | 127 | - | - | - |
| Needham Bank Vision Service Plan | - | 171 | - | - | - |
| Needham Bank Group Accidentail Death & Dismemberment and Long Term Disability Plan | - | 241 | - | - | - |
| 2020 | 4 | 213 | $0 | $0 | - |
| Needham Bank Flexible Spending Plan | - | 119 | - | - | - |
| Needham Bank Health Reimbursement Arrangement Plan | - | 213 | - | - | - |
| Needham Bank Group Accidentail Death & Dismemberment and Long Term Disability Plan | - | 210 | - | - | - |
| Needham Bank Vision Service Plan | - | 154 | - | - | - |