401(k) · DOL Form 5500 · 2023

William Penn Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
110
Participants Small participant base
58th
Percentile by assets National rank
$88,633
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: William Penn Bank 401(k) Retirement Savings Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance

$10M in assets, 110 participants

William Penn Bank's William Penn Bank 401(k) Retirement Savings Plan reported $10M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,789 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

William Penn Bank 401(k) Retirement Savings Plan covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#3,789
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY

William Penn Bank 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

William Penn Bank 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,749,669 Top 42% higher than 58% of 127,068 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 2023

William Penn Bank 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Penn Bank 401(k) Retirement Savings Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William Penn Bank 401(k) Retirement Savings Plan reported net income rose from -$729K in the plan year 2022 filing to $947K in the plan year 2023 filing.
  • William Penn Bank 401(k) Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • William Penn Bank 401(k) Retirement Savings Plan reported participants fell from 116 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 230953930 · William Penn Bank PY 2023 · 401(k)

William Penn Bank 401(k) Retirement Savings Plan · $10M · 110 · 58th

  • PHOTO $10M
  • IND 110
  • EOY 58th
  • 5500 401(k)
  • ASSETS near Comanco Environmental Corporation 401(k) Plan
  • PCT ind #3789

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 →

William Penn Bank 401(k) Retirement Savings Plan in the asset neighbourhood

William Penn Bank 401(k) Retirement Savings PlanWilliam Penn Bank 401(k) Ret…$10MComanco Environmental Corporation 401(k) PlanComanco Environmental Corpor…$10MEnergizer Holdings, Inc. 401(k) Plan for Cba Colleagues at FennimoreEnergizer Holdings, Inc. 401…$10MSchilling Brothers Lumber & Hardware, Inc. Profit Sharing PlanSchilling Brothers Lumber & …$10MRocky Mountain Youth Medical & Nursing Consultants, Inc. 401 (K) PlanRocky Mountain Youth Medical…$10M
End-of-year total assets ($M) among William Penn Bank 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$947K
Employer EIN230953930
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William Penn Bank)

Sponsor-wide plan assets over time

All William Penn Bank plans reported in each filing year

Latest sponsor-wide plan assets
$24M 9.25266920289255% vs 2022
2024 filing year
$21M$22M$23M$24M 202220232024 $21.7M $23.7M ▲ +9.2%
Year Plans Participants Total Assets
2022 2 192 $22M
2023 2 187 $22M
2024 2 173 $24M

Nearby 401(k) Plans in Pennsylvania

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

William Penn Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants William Penn Bank 401(k) Retirement Savings Plan, Total assets ($B): 0.009749669 · Participants: 110William Penn Bank 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
William Penn Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare William Penn Bank 401(k) Retirement Savings Plan side-by-side with 3 peers →

William Penn Bank 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Comanco Environmental Corporation 401(k) Plan in FL ($10M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William Penn Bank 401(k) Retirement Savings Plan assets move in 2023? ▼
William Penn Bank 401(k) Retirement Savings Plan grew at a solid clip - up 10.8% during 2023, from $9M to $10M. Reported net income was $947K.
How have William Penn Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Penn Bank's sponsor-wide assets grew 9.3%, from $22M to $24M.
Which 401(k) plans are similar in size to William Penn Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Comanco Environmental Corporation 401(k) Plan in FL ($10M, 167 participants).
Which 401(k) plans cover a similar participant headcount to William Penn Bank 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 230953930.

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.