401(k) · DOL Form 5500 · 2022

Apple Bank for Savings 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
1,285
Participants
94th
Percentile by assets
$90,954
Avg per participant
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Official DOL plan name: Apple Bank for Savings 401(k) Plan · Sponsored by Apple Bank for Savings · New York · Finance & Insurance

$117M in assets, 1,285 participants

Apple Bank for Savings's Apple Bank for Savings 401(k) Plan reported $117M in total assets and 1,285 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #8,293 in Finance & Insurance (9,261 peers)

Where Apple Bank for Savings 401(k) Plan sits by assets

Apple Bank for Savings 401(k) Plan sits in the top 10% of all filed plans by assets, $117M for 1,285 participants (~$90,954/participant), down 10.7% in 2022.

$117M
total plan assets (2022 EOY)
1,285
covered participants
94th
percentile by assets (of 139,126 plans)
$90,954
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Apple Bank for Savings 401(k) Plan sits by total assets

Apple Bank for Savings 401(k) Plan vs every filed plan by assets

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

$116,876,036 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Apple Bank for Savings 401(k) Plan vs the 2022 asset distribution

By assets, Apple Bank for Savings 401(k) Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$117M
Net Income-$14M
Employer EIN130822710
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Bank for Savings)

$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
Total plan assets by year, all Apple Bank for Savings plans on file
Year Plans Participants Total Assets
2022 2 1,488 $174M
2023 2 1,434 $209M
2024 2 1,488 $231M

Nearby 401(k) Plans in New York

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

Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apple Bank for Savin…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Apple Bank for Savings 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Apple Bank for Savings 401(k) Plan assets move in 2022?
Apple Bank for Savings 401(k) Plan pulled back noticeably - down 10.7% during 2022, from $131M to $117M. Reported net income was -$14M.
How have Apple Bank for Savings plan assets changed over time?
Across 3 plan years on file (2022-2024), Apple Bank for Savings's sponsor-wide assets grew 32.8%, from $174M to $231M.
Where does Apple Bank for Savings 401(k) Plan rank by assets among Form 5500 filers?
Apple Bank for Savings 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apple Bank for Savings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in GA ($117M, 189 participants).

Next read for Apple Bank for Savings 401(k) Plan

Scale reading

Ways to act on Apple Bank for Savings 401(k) Plan's numbers.