Other
2022 plan-year Other DOL Form 5500

Dollar Bank Employee Tax-Sheltered Incentive Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Dollar Bank, Federal Savings Bank · Pennsylvania · Finance & Insurance

What the 2023 filing shows

Dollar Bank Employee Tax-Sheltered Incentive Savings Plan holds $171M for 1,521 participants — about $112,741 per participant, down 19.4% over the 2022 plan year.

$171M
total plan assets (2022 EOY)
1,521
covered participants
$112,741
avg assets per participant
-19.4%
assets change YoY

The plan reported a net loss of $41M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$171M
Participants
1,521
State
Industry
Finance & Insurance

What the Filing Says About Dollar Bank Employee Tax-Sheltered Incentive Savings Plan

Dollar Bank Employee Tax-Sheltered Incentive Savings Plan is a Other retirement plan sponsored by Dollar Bank, Federal Savings Bank, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $171M in total end-of-year assets and covers 1,521 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 250444380, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $213M at the beginning of 2022 to $171M at year-end — a decline of 19.4%. Net assets (after liabilities) closed the year at $171M, with reported net income of $-41,272,679 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$213M
Total Assets (End of Year)$171M
Net Assets (End of Year)$171M
Net Income$-41,272,679
Plan TypeOther
Employer EIN250444380
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dollar Bank, Federal Savings Bank)

Year Plans Participants Total Assets
2022 2 2,192 $295M
2023 2 2,117 $218M
2024 1 1,538 $245M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Dollar Bank Employee Tax-Sheltered Incentive Savings Plan?
As of the 2022 Form 5500 filing, Dollar Bank Employee Tax-Sheltered Incentive Savings Plan holds $171M in total assets with 1,521 participants. It is sponsored by Dollar Bank, Federal Savings Bank.
What type of plan is Dollar Bank Employee Tax-Sheltered Incentive Savings Plan?
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan is a Other plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 250444380.
Who sponsors the Dollar Bank Employee Tax-Sheltered Incentive Savings Plan?
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan is sponsored by Dollar Bank, Federal Savings Bank, located in Pennsylvania. The sponsor's EIN is 250444380 and the plan operates in the Finance & Insurance industry.
How did Dollar Bank Employee Tax-Sheltered Incentive Savings Plan perform in 2022?
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan declined by 19.4% during 2022, moving from $213M to $171M in total assets. Net income was $-41,272,679.
Where can I find official filings for Dollar Bank Employee Tax-Sheltered Incentive Savings Plan?
Official Form 5500 filings for Dollar Bank Employee Tax-Sheltered Incentive Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 250444380 or plan name at efast.dol.gov.
How does Dollar Bank Employee Tax-Sheltered Incentive Savings Plan compare to other plans?
You can compare Dollar Bank Employee Tax-Sheltered Incentive Savings Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 250444380.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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