401(k) · DOL Form 5500 · 2023

Pennsylvania Bankers Association 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
47th
Percentile by assets National rank
$335,696
Avg per participant High balance/head
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Official DOL plan name: Pennsylvania Bankers Association Employees' Thrift Plan · Sponsored by Pennsylvania Bankers Association · Pennsylvania · Other Services

$6M in assets, 17 participants

Pennsylvania Bankers Association's Pennsylvania Bankers Association Employees' Thrift Plan reported $6M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,314 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Pennsylvania Bankers Association Employees' Thrift Plan ranks #5,314 of 7,857 2023 filers by assets (352% of the sector average)-$6M for 17 participants.

#5,314
in Other Services (7,857 peers)
+14.8%
assets growth YoY

Pennsylvania Bankers Association Employees' Thrift Plan's mid-pack asset rank among Other Services and all filers

Pennsylvania Bankers Association Employees' Thrift Plan vs every filed plan by assets

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

$5,706,828 47th percentile higher than 47% 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

Pennsylvania Bankers Association Employees' Thrift 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. Pennsylvania Bankers Association Employees' Thrift Plan is a small filing (17 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 230954926 · Pennsylvania Bankers Association PY 2023 · 401(k)

Pennsylvania Bankers Association Employees' Thrift Plan · $6M · 17 · 47th

  • IND $6M
  • EOY 17
  • 5500 47th
  • ASSETS 401(k)
  • PCT near Dentistry for Children, P.C. Retirement Plan
  • EIN ind #5314

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 Other Services retirement plans → · Plans in Pennsylvania →

Pennsylvania Bankers Association Employees' Thrift Plan in the asset neighbourhood

Pennsylvania Bankers Association Employees' Thrift PlanPennsylvania Bankers Associa…$6MDentistry for Children, P.C. Retirement PlanDentistry for Children, P.C.…$6MSouthern Auto Finance Company, LLC 401(k) PlanSouthern Auto Finance Compan…$6MAdvantage Benefits Company, LLC 401(k) Retirement PlanAdvantage Benefits Company, …$6MAirtrol Components, Inc. 401(k) Profit Sharing PlanAirtrol Components, Inc. 401…$6M
End-of-year total assets ($M) among Pennsylvania Bankers Association Employees' Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$738K
Employer EIN230954926
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania Bankers Association)

Sponsor-wide plan assets over time

All Pennsylvania Bankers Association plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.64738380059816% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M 20232024 $5.71M $6.54M ▲ +14.5%
Year Plans Participants Total Assets
2023 1 17 $6M
2024 1 15 $7M

Nearby 401(k) Plans in Pennsylvania

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

Pennsylvania Bankers Association Employees' Thrift Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennsylvania Bankers Association Employees' Thrift Plan, Total assets ($B): 0.005706828 · Participants: 17Pennsylvania Bankers Association Employees' Thrift 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
Pennsylvania Bankers Association Employees' Thrift Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania Bankers Association Employees' Thrift Plan side-by-side with 3 peers →

Pennsylvania Bankers Association Employees' Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dentistry for Children, P.C. Retirement Plan in MA ($6M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Pennsylvania Bankers Association Employees' Thrift Plan assets move in 2023? ▼
Pennsylvania Bankers Association Employees' Thrift Plan grew at a solid clip - up 14.8% during 2023, from $5M to $6M. Reported net income was $738K.
How have Pennsylvania Bankers Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pennsylvania Bankers Association's sponsor-wide assets grew 14.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Pennsylvania Bankers Association Employees' Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dentistry for Children, P.C. Retirement Plan in MA ($6M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania Bankers Association Employees' Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 230954926.

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.