401(k) · DOL Form 5500 · 2022
Walden Savings Bank 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $85,474
- Avg per participant Below avg balance/head
Official DOL plan name: Walden Savings Bank 401(k) Plan · Sponsored by Walden Savings Bank · New York · Finance & Insurance
$13M in assets, 153 participants
Walden Savings Bank's Walden Savings Bank 401(k) Plan reported $13M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #5,012 in Finance & Insurance (9,261 peers)
Coverage in New York
Walden Savings Bank 401(k) Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #5,012
- in Finance & Insurance (9,261 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Walden Savings Bank 401(k) Plan's outsized position by total assets
Walden Savings Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,077,458 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Walden Savings Bank 401(k) 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. Walden Savings Bank 401(k) Plan sits mid-pack in the medium band (153 participants).
EBSA filing schedule strip
Filing strip 141155630 · Walden Savings Bank PY 2022 · 401(k)
Walden Savings Bank 401(k) Plan · $13M · 153 · 70th
- PHOTO $13M
- PHOTO 153
- PHOTO 70th
- PHOTO 401(k)
- PHOTO near Taubensee Steel and Wire Company Retirement Plan
- PHOTO ind #5012
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 New York →
Walden Savings Bank 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 141155630 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Walden Savings Bank)
Sponsor-wide plan assets over time
All Walden Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 38.013175037534054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $13M |
| 2023 | 1 | 154 | $16M |
| 2024 | 1 | 142 | $18M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Walden Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Taubensee Steel and Wire Company Retirement Plan in IL ($13M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Taubensee Steel and Wire Company Retirement Plan (IL) $13M · 227
- Onesource Retirement Savings Plan (PA) $13M · 359
- Trew, LLC. 401(k) Plan (OH) $13M · 353
- Tgt Enterprises, Inc. 401(k) Plan (CA) $13M · 144
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Btc Mobility, LLC 401(k) Retirement Plan (MA) 153 · 0 off
- Jewish Home of Greater Harrisburg 401(k) Plan (PA) 153 · 0 off
- Incorp Industries, LLC 401(k) Plan (IN) 153 · 0 off
- Konos, Inc. Profit Sharing Plan & Trust (MI) 153 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.