How big is Somerville Bank's plan?

Somerville Bank's plan reported $2.6M in assets and 53 participants for 2025.

Original filing (PDF)20260424145030NAL0009262608001

Somerville Bank

Name: Somerville Bank — Somerville Bank 401(k) Retirement, Form 5500 (2025)
Creator: Somerville Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerville Bank 401(k) Retirement Plan

401(k) retirement plan · Somerville Bank's Somerville Bank 401(k) Retirement Plan held $2.6M in plan assets for 53 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

CORY A. Taylor signed Somerville Bank's 2025 Form 5500 as plan administrator.

CORY A. Taylor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Somerville Bank's EIN is 31-0449766.

EIN 31-0449766

Plan number 001

Plan year 2025

ACK ID 20260424145030NAL0009262608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Somerville Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Somerville Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score