Original filing (PDF)20250722074643NAL0001106547001

WALPOLE CO-OPERATIVE BANK

Name: WALPOLE CO-OPERATIVE BANK — SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK, Form 5500 (2024)
Creator: WALPOLE CO-OPERATIVE BANK

Form 5500

FILING_RECEIVED

SBERA PENSION PLAN AS ADOPTED BY WALPOLE CO-OPERATIVE BANK

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

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

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALPOLE CO-OPERATIVE BANK.

Plan sponsor

Name

WALPOLE CO-OPERATIVE BANK

EIN

04-1943030

Address

982 MAIN STREET · WALPOLE, MA · 02081

Phone

(508) 668-1080

Industry

Finance & Insurancesee all

Plan administrator

Name

NRS, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 938-6559

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12.7M

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.

			% of plan
SBERA COMMON AND COLLECTIVE TRUST SBERA · EIN 04-2004337 / PN 001	Common Collective Trust	$12.7M	100.0%

1–1 of 1

Related plans

Similar-size Finance & Insurance plans

FIRST FINANCIAL NORTHWEST, INC.

FIRST FINANCIAL NORTHWEST, INC. EMPLOYEE STOCK OWNERSHIP PLAN

NORTHWEST COMMUNITY BANK

NORTHWEST COMMUNITY BANK RETIREMENT PLAN

PULASKI SAVINGS BANK

PULASKI SAVINGS BANK PROFIT SHARING PLAN

EATON COMMUNITY BANK

EATON COMMUNITY BANK DEFINED BENEFIT PLAN

NEW YORK COMMUNITY BANCORP, INC.

NEW YORK COMMUNITY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN