401(k) · DOL Form 5500 · 2022
Somerset Savings Bank, Sla 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $197,726
- Avg per participant Above avg balance/head
Official DOL plan name: Somerset Savings Bank, Sla Savings & Investment Plan · Sponsored by Somerset Savings Bank, Sla · New Jersey · Finance & Insurance
$11M in assets, 58 participants
Somerset Savings Bank, Sla's Somerset Savings Bank, Sla Savings & Investment Plan reported $11M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,748 in Finance & Insurance (9,261 peers)
Somerset Savings Bank, Sla multi-year trail
Somerset Savings Bank, Sla's plans moved +50.5% in assets from 2022 to 2024; this filing shows Somerset Savings Bank, Sla Savings & Investment Plan at $11M / 58 participants.
- #4,748
- in Finance & Insurance (9,261 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Somerset Savings Bank, Sla Savings & Investment Plan's outsized position by total assets
Somerset Savings Bank, Sla Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,468,107 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Somerset Savings Bank, Sla Savings & Investment Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Somerset Savings Bank, Sla Savings & Investment Plan is a small filing (58 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 220784760 · Somerset Savings Bank, Sla PY 2022 · 401(k)
Somerset Savings Bank, Sla Savings & Investment Plan · $11M · 58 · 68th
- IND $11M
- EOY 58
- 5500 68th
- ASSETS 401(k)
- PCT near Tei & Associates, L.L.C. 401(k) Profit Sharing Plan
- EIN ind #4748
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 Jersey →
Somerset Savings Bank, Sla Savings & Investment Plan in the asset neighbourhood
Somerset Savings Bank, Sla multi-year asset trail
Sponsor-wide plan assets over time
All Somerset Savings Bank, Sla plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 50.472843749196436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 115 | $28M |
| 2023 | 3 | 244 | $36M |
| 2024 | 3 | 283 | $41M |
Somerset Savings Bank, Sla filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 220784760 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Somerset Savings Bank, Sla Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Tei & Associates, L.L.C. 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Huron Community Bank 401(k) Plan in MI (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Huron Community Bank 401(k) Plan (MI) 58 · 0 off
- Halterman's Auto Ranch 401(k) Plan (PA) 58 · 0 off
- Kassity's 401(k) Profit Sharing Plan (CA) 58 · 0 off
- Avilys LLC 401(k) Profit Sharing Plan & Trust (GA) 58 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.