401(k) · DOL Form 5500 · 2023

Reliance Savings Bank 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
85
Participants Small participant base
66th
Percentile by assets National rank
$166,573
Avg per participant Above avg balance/head
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Official DOL plan name: Reliance Savings Bank Profit Sharing and 401(k) Plan · Sponsored by Reliance Savings Bank · Pennsylvania · Finance & Insurance

$14M in assets, 85 participants

Reliance Savings Bank's Reliance Savings Bank Profit Sharing and 401(k) Plan reported $14M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,533 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Reliance Savings Bank Profit Sharing and 401(k) Plan holds $14M for 85 participants - about $166,573 per participant, above the median plan by assets.

#4,533
in Finance & Insurance (8,869 peers)
+2.9%
assets growth YoY

Reliance Savings Bank Profit Sharing and 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Reliance Savings Bank Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$14,158,703 Top 34% higher than 66% 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

Reliance Savings Bank Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reliance Savings Bank Profit Sharing and 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliance Savings Bank Profit Sharing and 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $403K in the plan year 2023 filing.
  • Reliance Savings Bank Profit Sharing and 401(k) Plan reported participants fell from 88 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Reliance Savings Bank Profit Sharing and 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231012663 · Reliance Savings Bank PY 2023 · 401(k)

Reliance Savings Bank Profit Sharing and 401(k) Plan · $14M · 85 · 66th

  • VS-ST $14M
  • VS-ST 85
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4533

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 →

Reliance Savings Bank Profit Sharing and 401(k) Plan in the asset neighbourhood

Reliance Savings Bank Profit Sharing and 401(k) PlanReliance Savings Bank Profit…$14MBonita Springs Utilities, Inc. 401(k) Profit Sharing PlanBonita Springs Utilities, In…$14MPeninsula Orthopedic Associates Profit Sharing 401(k) PlanPeninsula Orthopedic Associa…$14MJobcase, Inc. 401(k) Plan$14MWilmer & Lee, P.a. 401(k) Profit Sharing PlanWilmer & Lee, P.a. 401(k) Pr…$14M
End-of-year total assets ($M) among Reliance Savings Bank Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$403K
Employer EIN231012663
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance Savings Bank)

Sponsor-wide plan assets over time

All Reliance Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.099426241675793% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M 202220232024 $13.8M $14.6M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 88 $14M
2023 1 85 $14M
2024 1 87 $15M

Nearby 401(k) Plans in Pennsylvania

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

Reliance Savings Bank Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Reliance Savings Bank Profit Sharing and 401(k) Plan, Total assets ($B): 0.014158703 · Participants: 85Reliance Savings Bank Profit Sharing and 401(k) 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
Reliance Savings Bank Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Reliance Savings Bank Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Reliance Savings Bank Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan in FL ($14M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Reliance Savings Bank Profit Sharing and 401(k) Plan assets move in 2023? ▼
Reliance Savings Bank Profit Sharing and 401(k) Plan edged up modestly - up 2.9% during 2023, from $14M to $14M. Reported net income was $403K.
How have Reliance Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance Savings Bank's sponsor-wide assets grew 6.1%, from $14M to $15M.
Which 401(k) plans are similar in size to Reliance Savings Bank Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan in FL ($14M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Reliance Savings Bank Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 231012663.

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.