401(k) · DOL Form 5500 · 2022

William Penn Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
116
Participants Small participant base
62nd
Percentile by assets National rank
$75,886
Avg per participant Below avg balance/head
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Official DOL plan name: William Penn Bank 401(k) Retirement Savings Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance

$9M in assets, 116 participants

William Penn Bank's William Penn Bank 401(k) Retirement Savings Plan reported $9M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,231 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

William Penn Bank 401(k) Retirement Savings Plan covers 116 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#4,231
in Finance & Insurance (9,261 peers)
-7.6%
assets change YoY

The plan reported a net loss of $729K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Penn Bank 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

William Penn Bank 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,802,721 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

William Penn Bank 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Penn Bank 401(k) Retirement Savings Plan sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 230953930 · William Penn Bank PY 2022 · 401(k)

William Penn Bank 401(k) Retirement Savings Plan · $9M · 116 · 62nd

  • RANK $9M
  • PHOTO 116
  • IND 62nd
  • EOY 401(k)
  • 5500 near Millennium Rehab & Consulting Group, Inc. 401(k) Plan
  • ASSETS ind #4231

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

William Penn Bank 401(k) Retirement Savings Plan in the asset neighbourhood

William Penn Bank 401(k) Retirement Savings PlanWilliam Penn Bank 401(k) Ret…$9MMillennium Rehab & Consulting Group, Inc. 401(k) PlanMillennium Rehab & Consultin…$9MBill Wilson Center Retirement Plan IIIBill Wilson Center Retiremen…$9MAcertus 401(k) Plan$9MFgi 401(k) Profit Sharing Plan and TrustFgi 401(k) Profit Sharing Pl…$9M
End-of-year total assets ($M) among William Penn Bank 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$729K
Employer EIN230953930
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Bank)

Sponsor-wide plan assets over time

All William Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.25266920289255% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 192 $22M
2023 2 187 $22M
2024 2 173 $24M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

William Penn Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants William Penn Bank 401(k) Retirement Savings Plan, Total assets ($B): 0.008802721 · Participants: 116William Penn Bank 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
William Penn Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William Penn Bank 401(k) Retirement Savings Plan side-by-side with 3 peers →

William Penn Bank 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA ($9M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William Penn Bank 401(k) Retirement Savings Plan assets move in 2022? ▼
William Penn Bank 401(k) Retirement Savings Plan pulled back noticeably - down 7.6% during 2022, from $10M to $9M. Reported net income was -$729K.
How have William Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Bank's sponsor-wide assets grew 9.3%, from $22M to $24M.
Which 401(k) plans are similar in size to William Penn Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA ($9M, 249 participants).
Which 401(k) plans cover a similar participant headcount to William Penn Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230953930.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.