401(k) · DOL Form 5500 · 2023
Dollar Bank, Federal Savings Bank 401(k) Plan
Data updated 2026-08-11
- $201M
- Total assets
- 1,516
- Participants
- 95th
- Percentile by assets
- $132,872
- Avg per participant
Official DOL plan name: Dollar Bank Employee Tax-Sheltered Incentive Savings Plan · Sponsored by Dollar Bank, Federal Savings Bank · Pennsylvania · Finance & Insurance
$201M in assets, 1,516 participants
Dollar Bank, Federal Savings Bank's Dollar Bank Employee Tax-Sheltered Incentive Savings Plan reported $201M in total assets and 1,516 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,121 in Finance & Insurance (8,869 peers)
Where Dollar Bank Employee Tax-Sheltered Incentive Savings Plan sits by assets
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan sits in the top 5% of all filed plans by assets, $201M for 1,516 participants (~$132,872/participant), up 17.5% in 2023.
- $201M
- total plan assets (2023 EOY)
- 1,516
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $132,872
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan reported net income rose from -$41M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan end-of-year assets rose from $171M in the plan year 2022 filing to $201M in the plan year 2023 filing.
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan vs the 2023 asset distribution
By assets, Dollar Bank Employee Tax-Sheltered Incentive Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $30M |
| Employer EIN | 250444380 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dollar Bank, Federal Savings Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,192 | $295M |
| 2023 | 2 | 2,117 | $218M |
| 2024 | 1 | 1,538 | $245M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Dollar Bank Employee Tax-Sheltered Incentive Savings Plan by total assets, not by location.
- Best Western International, Inc. 401(k) Investment Plan (AZ) $201M · 1,396
- United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan (OR) $202M · 2,869
- Super Micro Computer 401(k) Retirement Plan (CA) $202M · 2,426
- Peloton Interactive, Inc. Retirement Plan (NY) $201M · 3,102
Frequently Asked Questions
How did Dollar Bank Employee Tax-Sheltered Incentive Savings Plan assets move in 2023? ▼
How have Dollar Bank, Federal Savings Bank plan assets changed over time? ▼
Where does Dollar Bank Employee Tax-Sheltered Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Dollar Bank Employee Tax-Sheltered Incentive Savings Plan? ▼
Next read for Dollar Bank Employee Tax-Sheltered Incen…
Scale reading
Ways to act on Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's numbers.
- By total assets, Dollar Bank Employee Tax-Sheltered Incentive Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Dollar Bank, Federal Savings Bank's sponsor-wide assets have declined 16.8% since 2022 across 3 plan years on file. More Finance & Insurance plans