What public Form 5500 filings show about the Middlesex Savings Bank 401(k) plan — and how to find and check your own account.
Middlesex Savings Bank (EIN 27-0402195) reports SBERA 401(K) PLAN AS ADOPTED BY MIDDLESEX SAVINGS BANK on its most recent Form 5500, with $103.7M in plan assets across 513 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Middlesex Savings Bank filing — schedules, fees, and providers.
Middlesex Savings Bank’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Middlesex Savings BankHR for the recordkeeper’s name and login.
