401(k) · DOL Form 5500 · 2022

Washington Financial Bank 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
168
Participants Small participant base
80th
Percentile by assets National rank
$144,776
Avg per participant Above avg balance/head
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Official DOL plan name: Washington Financial Bank 401(k) Plan · Sponsored by Washington Financial Bank · Pennsylvania · Finance & Insurance

$24M in assets, 168 participants

Washington Financial Bank's Washington Financial Bank 401(k) Plan reported $24M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,305 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Washington Financial Bank 401(k) Plan covers 168 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#6,305
in Finance & Insurance (9,261 peers)
-15.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Washington Financial Bank 401(k) Plan's outsized position by total assets

Washington Financial Bank 401(k) Plan vs every filed plan by assets

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

$24,322,415 Top 20% higher than 80% 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

Washington Financial 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. Washington Financial Bank 401(k) Plan sits mid-pack in the medium band (168 participants).

Plan-year Form 5500 strip

Filing strip 250866405 · Washington Financial Bank PY 2022 · 401(k)

Washington Financial Bank 401(k) Plan · $24M · 168 · 80th

  • EBSA $24M
  • EBSA 168
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Alliantgroup LP 401(k) Plan
  • EBSA ind #6305

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 Pennsylvania →

Washington Financial Bank 401(k) Plan in the asset neighbourhood

Electrical Equipment Company 401(k) PlanElectrical Equipment Company…$24MWashington Financial Bank 401(k) PlanWashington Financial Bank 40…$24MAlliantgroup LP 401(k) Plan$24MFinemark National Bank & Trust 401(k) PlanFinemark National Bank & Tru…$24MMedpro Systems LLC 401(k) PlanMedpro Systems LLC 401(k) Pl…$24M
End-of-year total assets ($M) among Washington Financial Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN250866405
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington Financial Bank)

Sponsor-wide plan assets over time

All Washington Financial Bank plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.0935127124506345% vs 2022
2024 filing year
$24M$25M$26M$27M 202220232024 $24.3M $25.1M ▲ +3.1%
Year Plans Participants Total Assets
2022 1 168 $24M
2023 1 169 $26M
2024 1 161 $25M

Nearby 401(k) Plans in Pennsylvania

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

Washington Financial Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Washington Financial Bank 401(k) Plan, Total assets ($B): 0.024322415 · Participants: 168Washington Financial Bank 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Washington Financial Bank 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Washington Financial Bank 401(k) Plan side-by-side with 3 peers →

Washington Financial Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Alliantgroup LP 401(k) Plan in TX ($24M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

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 Washington Financial Bank 401(k) Plan assets move in 2022? ▼
Washington Financial Bank 401(k) Plan declined sharply - down 15.3% during 2022, from $29M to $24M. Reported net income was -$4M.
How have Washington Financial Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Washington Financial Bank's sponsor-wide assets grew 3.1%, from $24M to $25M.
Where does Washington Financial Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Washington Financial Bank 401(k) Plan ranks in the 80th 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 Washington Financial Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliantgroup LP 401(k) Plan in TX ($24M, 744 participants).
Which 401(k) plans cover a similar participant headcount to Washington Financial Bank 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).

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 250866405.

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.