Defined Benefit (Pension) · DOL Form 5500 · 2022

Apple Bank for Savings Pension Plan

Data updated 2026-08-11

$57M
Total assets
203
Participants
89th
Percentile by assets
$281,611
Avg per participant
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Official DOL plan name: The Retirement Plan of Apple Bank for Savings · Sponsored by Apple Bank for Savings · New York · Finance & Insurance

$57M in assets, 203 participants

Apple Bank for Savings's The Retirement Plan of Apple Bank for Savings reported $57M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #7,633 in Finance & Insurance (9,261 peers)

Coverage in New York

The Retirement Plan of Apple Bank for Savings covers 203 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $57M.

$57M
total plan assets (2022 EOY)
203
covered participants
89th
percentile by assets (of 139,126 plans)
$281,611
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Retirement Plan of Apple Bank for Savings sits by total assets

The Retirement Plan of Apple Bank for Savings vs every filed plan by assets

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

$57,167,096 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Retirement Plan of Apple Bank for Savings reports 203 participants - about 25% of that state average ($57M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$57M
Net Income-$1M
Employer EIN130822710
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Bank for Savings)

$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
Total plan assets by year, all Apple Bank for Savings plans on file
Year Plans Participants Total Assets
2022 2 1,488 $174M
2023 2 1,434 $209M
2024 2 1,488 $231M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Retirement Plan …IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Retirement Plan of Apple Bank for Savings by total assets, not by location.

Frequently Asked Questions

How did The Retirement Plan of Apple Bank for Savings assets move in 2022?
The Retirement Plan of Apple Bank for Savings edged down modestly - down 2.5% during 2022, from $59M to $57M. Reported net income was -$1M.
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 The Retirement Plan of Apple Bank for Savings rank by assets among Form 5500 filers?
The Retirement Plan of Apple Bank for Savings ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to The Retirement Plan of Apple Bank for Savings?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in FL ($57M, 215 participants).

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Filing takeaways

Ways to act on The Retirement Plan of Apple Bank for Savings's numbers.

  • By total assets, The Retirement Plan of Apple Bank for Savings ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Apple Bank for Savings's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Finance & Insurance plans