401(k)
2022 plan-year 401(k) DOL Form 5500

Columbia Bank Savings and Investment Plan

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

Sponsored by Columbia Bank Β· New Jersey Β· Finance & Insurance

What the 2023 filing shows

Columbia Bank Savings and Investment Plan holds $116M for 663 participants - about $174,893 per participant, down 16.5% over the 2022 plan year.

$116M
total plan assets (2022 EOY)
663
covered participants
$174,893
avg assets per participant
-16.5%
assets change YoY

The plan reported a net loss of $23M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$116M
Participants
663
State
Industry
Finance & Insurance

What the Filing Says About Columbia Bank Savings and Investment Plan

Columbia Bank Savings and Investment Plan is a 401(k) retirement plan sponsored by Columbia Bank, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $116M in total end-of-year assets and covers 663 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 220900560, and the plan has been effective since 1984-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $139M at the beginning of 2022 to $116M at year-end β€” a decline of 16.5%. Net assets (after liabilities) closed the year at $116M, with reported net income of $-22,899,608 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 β€” 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)$139M
Total Assets (End of Year)$116M
Net Assets (End of Year)$116M
Net Income$-22,899,608
Plan Type401(k)
Employer EIN220900560
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Bank)

Year Plans Participants Total Assets
2022 3 1,605 $645M
2023 3 1,811 $681M
2024 2 1,448 $210M

Nearby 401(k) Plans in New Jersey

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

Frequently Asked Questions

How much money is in the Columbia Bank Savings and Investment Plan?
As of the 2022 Form 5500 filing, Columbia Bank Savings and Investment Plan holds $116M in total assets with 663 participants. It is sponsored by Columbia Bank.
What type of plan is Columbia Bank Savings and Investment Plan?
Columbia Bank Savings and Investment Plan is a 401(k) plan. It has been effective since 1984-04-01. The plan is filed with the U.S. Department of Labor under EIN 220900560.
Who sponsors the Columbia Bank Savings and Investment Plan?
Columbia Bank Savings and Investment Plan is sponsored by Columbia Bank, located in New Jersey. The sponsor's EIN is 220900560 and the plan operates in the Finance & Insurance industry.
How did Columbia Bank Savings and Investment Plan perform in 2022?
Columbia Bank Savings and Investment Plan declined by 16.5% during 2022, moving from $139M to $116M in total assets. Net income was $-22,899,608.
Where can I find official filings for Columbia Bank Savings and Investment Plan?
Official Form 5500 filings for Columbia Bank Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 220900560 or plan name at efast.dol.gov.
How does Columbia Bank Savings and Investment Plan compare to other plans?
You can compare Columbia Bank Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in New Jersey 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) β€” original filing retrieval by EIN 220900560.

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

Reference: IRS Publication 590-B β€” 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.