401(k) · DOL Form 5500 · 2023

Conference of State Bank Supervisor 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
158
Participants Small participant base
85th
Percentile by assets National rank
$308,084
Avg per participant High balance/head
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Official DOL plan name: Conference of State Bank Supervisors Safe Harbor 401(k) Plan · Sponsored by Conference of State Bank Supervisor · District of Columbia · Professional & Technical Services

$49M in assets, 158 participants

Conference of State Bank Supervisor's Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported $49M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,542 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Conference of State Bank Supervisors Safe Harbor 401(k) Plan covers 158 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $49M.

#17,542
in Professional & Technical Services (20,321 peers)
+24.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's outsized position by total assets

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs every filed plan by assets

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

$48,677,344 Top 15% higher than 85% 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

Conference of State Bank Supervisors Safe Harbor 401(k) 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. Conference of State Bank Supervisors Safe Harbor 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported participants fell from 168 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 522080072 · Conference of State Bank Supervisor PY 2023 · 401(k)

Conference of State Bank Supervisors Safe Harbor 401(k) Plan · $49M · 158 · 85th

  • SCH $49M
  • EBSA 158
  • PART 85th
  • TYPE 401(k)
  • NET near Graham Hospital Thrift and Savings Plan
  • BOOK ind #17542

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Conference of State Bank Supervisors Safe Harbor 401(k) Plan in the asset neighbourhood

Conference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$49MGraham Hospital Thrift and Savings PlanGraham Hospital Thrift and S…$49MHaselden Construction LLC 401(k) Savings PlanHaselden Construction LLC 40…$49MLandoll Corporation 401(k) PlanLandoll Corporation 401(k) P…$49MAnesthesia Associates, P.L.L. Profit Sharing Plan and TrustAnesthesia Associates, P.L.L…$49M
End-of-year total assets ($M) among Conference of State Bank Supervisors Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$49M
Net Income$10M
Employer EIN522080072
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conference of State Bank Supervisor)

Sponsor-wide plan assets over time

All Conference of State Bank Supervisor plans reported in each filing year

Latest sponsor-wide plan assets
$52M 32.98720357617806% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $52M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 168 $39M
2023 1 158 $49M
2024 1 155 $52M

Nearby 401(k) Plans in District of Columbia

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

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Conference of State Bank Supervisors Safe Harbor 401(k) Plan, Total assets ($B): 0.048677344 · Participants: 158Conference of State Bank Supervisors Safe Harbor 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Graham Hospital Thrift and Savings Plan in IL ($49M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Conference of State Bank Supervisors Safe Harbor 401(k) Plan assets move in 2023?
Conference of State Bank Supervisors Safe Harbor 401(k) Plan grew sharply - up 24.5% during 2023, from $39M to $49M. Reported net income was $10M.
How have Conference of State Bank Supervisor plan assets changed over time?
Across 3 plan years on file (2022-2024), Conference of State Bank Supervisor's sponsor-wide assets grew 33.0%, from $39M to $52M.
Where does Conference of State Bank Supervisors Safe Harbor 401(k) Plan rank by assets among Form 5500 filers?
Conference of State Bank Supervisors Safe Harbor 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Conference of State Bank Supervisors Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Graham Hospital Thrift and Savings Plan in IL ($49M, 772 participants).
Which 401(k) plans cover a similar participant headcount to Conference of State Bank Supervisors Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K in assets).