Original filing (PDF)20260520111311NAL0002320112001

Athol Savings Bank

Name: Athol Savings Bank — Sbera Pension Plan AS Adopted, Form 5500 (2024)
Creator: Athol Savings Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sbera Pension Plan AS Adopted by Athol Savings Bank

Defined-benefit pension plan · Athol Savings Bank's Sbera Pension Plan AS Adopted by Athol Savings Bank held $11.5M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

100

Helping the score

Below-peer total plan cost (99th percentile).
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATHOL SAVINGS BANK.

Plan sponsor

Name

ATHOL SAVINGS BANK

EIN

04-1046670all filings

Address

388 MAIN STREET · ATHOL, MA · 01331

Phone

(978) 249-3200

Industry

Finance & Insurance

Plan administrator

Name

NRS, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-05-20

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JOHNSON OCONNOR FERON & CARUCCI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $11.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.