401(k) · DOL Form 5500 · 2022

Conference of State Bank Supervisor 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
168
Participants Small participant base
86th
Percentile by assets National rank
$232,768
Avg per participant Above avg balance/head
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Official DOL plan name: Conference of State Bank Supervisors Safe Harbor 401(k) Plan · Sponsored by Conference of State Bank Supervisor · District of Columbia · Professional & Technical Services

$39M in assets, 168 participants

Conference of State Bank Supervisor's Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported $39M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,687 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Conference of State Bank Supervisors Safe Harbor 401(k) Plan covers 168 participants in District of Columbia, about 12% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $39M.

#18,687
in Professional & Technical Services (21,562 peers)
-18.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's outsized position by total assets

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs every filed plan by assets

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

$39,104,988 Top 14% higher than 86% 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

Conference of State Bank Supervisors Safe Harbor 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. Conference of State Bank Supervisors Safe Harbor 401(k) Plan sits mid-pack in the medium band (168 participants).

Plan-year Form 5500 strip

Filing strip 522080072 · Conference of State Bank Supervisor PY 2022 · 401(k)

Conference of State Bank Supervisors Safe Harbor 401(k) Plan · $39M · 168 · 86th

  • VS-ST $39M
  • BOY 168
  • SCH 86th
  • EBSA 401(k)
  • PART near Emergeortho PA Retirement Plan 2
  • TYPE ind #18687

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Conference of State Bank Supervisors Safe Harbor 401(k) Plan in the asset neighbourhood

Conference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$39MEmergeortho PA Retirement Plan 2Emergeortho PA Retirement Pl…$39MBarrett Mcnagny LLP Profit Sharing Plan & TrustBarrett Mcnagny LLP Profit S…$39ML&m Family of Companies 401(k) and Profit Sharing PlanL&m Family of Companies 401(…$39MGolden Valley Electric Association 401(k) PlanGolden Valley Electric Assoc…$39M
End-of-year total assets ($M) among Conference of State Bank Supervisors Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$39M
Net Income-$9M
Employer EIN522080072
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conference of State Bank Supervisor)

Sponsor-wide plan assets over time

All Conference of State Bank Supervisor plans reported in each filing year

Latest sponsor-wide plan assets
$52M 32.98720357617806% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $52M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 168 $39M
2023 1 158 $49M
2024 1 155 $52M

Nearby 401(k) Plans in District of Columbia

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

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Conference of State Bank Supervisors Safe Harbor 401(k) Plan, Total assets ($B): 0.039104988 · Participants: 168Conference of State Bank Supervisors Safe Harbor 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Emergeortho PA Retirement Plan 2 in NC ($39M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Conference of State Bank Supervisors Safe Harbor 401(k) Plan assets move in 2022? ▼
Conference of State Bank Supervisors Safe Harbor 401(k) Plan declined sharply - down 18.6% during 2022, from $48M to $39M. Reported net income was -$9M.
How have Conference of State Bank Supervisor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conference of State Bank Supervisor's sponsor-wide assets grew 33.0%, from $39M to $52M.
Where does Conference of State Bank Supervisors Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Conference of State Bank Supervisors Safe Harbor 401(k) Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Conference of State Bank Supervisors Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emergeortho PA Retirement Plan 2 in NC ($39M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Conference of State Bank Supervisors Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A in assets).