401(k) · DOL Form 5500 · 2022

Apple Bank for Savings 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
1,285
Participants Near avg headcount
94th
Percentile by assets National rank
$90,954
Avg per participant Below avg balance/head
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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.

  • #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.

#8,293
in Finance & Insurance (9,261 peers)
-10.7%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Apple Bank for Savings 401(k) Plan's outsized position 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 $2,050,000,000 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

Apple Bank for Savings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apple Bank for Savings 401(k) Plan lands in the large band (1,285 participants).

Published 5500 schedule card

Filing strip 130822710 · Apple Bank for Savings PY 2022 · 401(k)

Apple Bank for Savings 401(k) Plan · $117M · 1,285 · 94th

  • BOOK $117M
  • VS-ST 1,285
  • BOY 94th
  • SCH 401(k)
  • EBSA near Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan
  • PART ind #8293

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 →

Apple Bank for Savings 401(k) Plan in the asset neighbourhood

Seadrill Americas Inc. 401(k) Retirement Savings PlanSeadrill Americas Inc. 401(k…$117MApple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$117MSunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanSunbelt Marketing Investment…$117MInsurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$117MCalifornia Casualty Management Company Savings Investment Plan for Salaried EmployeesCalifornia Casualty Manageme…$117M
End-of-year total assets ($M) among Apple Bank for Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Apple Bank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$231M 32.840737432833606% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Apple Bank for Savings 401(k) Plan, Total assets ($B): 0.116876036 · Participants: 1285Apple Bank for Savings 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apple Bank for Savings 401(k) Plan side-by-side with 3 peers →

Apple Bank for Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in GA ($117M); by covered participants it is Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees in UT (1,285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,285 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 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).
Which 401(k) plans cover a similar participant headcount to Apple Bank for Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees in UT (1,285 participants, $96M in assets).

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 130822710.

Read our methodology - how this data is sourced, computed, and verified.

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