Defined Benefit (Pension) · DOL Form 5500 · 2022

Apple Bank for Savings Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
203
Participants Below avg headcount
89th
Percentile by assets National rank
$281,611
Avg per participant High balance/head
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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.

  • #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.

#7,633
in Finance & Insurance (9,261 peers)
-2.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

The Retirement Plan of Apple Bank for Savings's outsized position 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 $2,050,000,000 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

The Retirement Plan of Apple Bank for Savings 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. The Retirement Plan of Apple Bank for Savings sits mid-pack in the medium band (203 participants).

Form 5500 schedule snapshot

Filing strip 130822710 · Apple Bank for Savings PY 2022 · Defined Benefit (Pension)

The Retirement Plan of Apple Bank for Savings · $57M · 203 · 89th

  • BOY $57M
  • SCH 203
  • EBSA 89th
  • PART Defined Benefit (Pension)
  • TYPE near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • NET ind #7633

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 York →

The Retirement Plan of Apple Bank for Savings in the asset neighbourhood

Rsm US LLP Market Based Cash Balance PlanRsm US LLP Market Based Cash…$57MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$57MVermont Mutual Insurance Company Employees' Pension PlanVermont Mutual Insurance Com…$57MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$57MThe Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$57M
End-of-year total assets ($M) among The Retirement Plan of Apple Bank for Savings and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Apple Bank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$231M 32.840737432833606% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
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 Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Retirement Plan of Apple Bank for Savings, Total assets ($B): 0.057167096 · Participants: 203The Retirement Plan of Apple Bank for SavingsIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Apple Bank for Savings side-by-side with 3 peers →

The Retirement Plan of Apple Bank for Savings's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in FL ($57M); by covered participants it is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Apple Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Market-Based Pension Plan in IL (203 participants, $41M 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 130822710.

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.