401(k) · DOL Form 5500 · 2023

Wilmington Savings Fund Society, Fsb 401(k) Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size: 2,371
Participants Above avg headcount: 95th
Percentile by assets National rank: $92,732
Avg per participant Below avg balance/head

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Official DOL plan name: Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan · Sponsored by Wilmington Savings Fund Society, Fsb · Delaware · Finance & Insurance

$220M in assets, 2,371 participants

Wilmington Savings Fund Society, Fsb's Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan reported $220M in total assets and 2,371 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

#8,173 in Finance & Insurance (8,869 peers)

Coverage in Delaware

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan covers 2,371 participants in Delaware, 4.4x the typical Delaware plan (state average ~536 per filing). Assets: $220M.

#8,173
in Finance & Insurance (8,869 peers): +23.0%
assets growth YoY: 2.2×
vs typical plan assets (national mean)

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan's outsized position by total assets

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$219,868,011 Top 5% higher than 95% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan lands in the large band (2,371 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $41M in the plan year 2023 filing.
Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan reported participants rose from 1,763 in the plan year 2022 filing to 2,371 in the plan year 2023 filing.
Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan end-of-year assets rose from $179M in the plan year 2022 filing to $220M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510054940 · Wilmington Savings Fund Society, Fsb PY 2023 · 401(k)

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan · $220M · 2,371 · 95th

EOY $220M
5500 2,371
ASSETS 95th
PCT 401(k)
EIN near Revere Health 401(k) Profit Sharing Plan
RANK ind #8173

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 Delaware →

End-of-year total assets ($M) among Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)	$179M
Net Assets (End of Year)	$220M
Net Income	$41M
Employer EIN	510054940
Plan Effective Date	1969-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wilmington Savings Fund Society, Fsb)

Latest sponsor-wide plan assets: $338M 31.036244531517955% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	1,859	$258M
2023	2	2,460	$302M
2024	2	2,511	$338M

Nearby 401(k) Plans in Delaware

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

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

Astrazeneca Savings and Security Plan $7.6B · 13,734
Retirement Savings Plan $6.8B · 9,968
Dupont Retirement Savings Plan $3.2B · 9,918
Wl Gore & Associates, Inc. 401(k) Plan $1.8B · 8,557
Ashland Employee Savings Plan $1.3B · 1,647

Compare Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan side-by-side with 3 peers →

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Revere Health 401(k) Profit Sharing Plan in UT ($220M); by covered participants it is Njm 401(k) Retirement Plan in NJ (2,370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($220M here).

Revere Health 401(k) Profit Sharing Plan (UT) $220M · 2,046
New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan (PA) $220M · 1,905
Green Mountain Power Corporation Employee Savings and Investment Plan and Trust (VT) $220M · 519
New Relic 401(k) Plan (CA) $220M · 1,683

Similar participant headcount

Nearest other-state filings by covered participants (2,371 participants); asset peers above are excluded.

Njm 401(k) Retirement Plan (NJ) 2,370 · 1 off
Coremedical Group 401(k) Plan (NH) 2,372 · 1 off
The Durant Auto Group 401(k) Plan (TX) 2,370 · 1 off
Esco Employee Savings Investment Plan (MO) 2,373 · 2 off

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 Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan assets move in 2023? ▼

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan grew sharply - up 23.0% during 2023, from $179M to $220M. Reported net income was $41M.

How have Wilmington Savings Fund Society, Fsb plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wilmington Savings Fund Society, Fsb's sponsor-wide assets grew 31.0%, from $258M to $338M.

Where does Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Revere Health 401(k) Profit Sharing Plan in UT ($220M, 2,046 participants).

Which 401(k) plans cover a similar participant headcount to Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Njm 401(k) Retirement Plan in NJ (2,370 participants, $787M 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 510054940.