401(k) · DOL Form 5500 · 2023
Dollar Bank, Federal Savings Bank 401(k) Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 1,516
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $132,872
- Avg per participant Near avg balance/head
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.
- #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.
- #8,121
- in Finance & Insurance (8,869 peers)
- +17.5%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's outsized position by total assets
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$201,434,631 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dollar Bank Employee Tax-Sheltered Incentive Savings Plan lands in the large band (1,516 participants).
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.
EBSA filing schedule strip
Filing strip 250444380 · Dollar Bank, Federal Savings Bank PY 2023 · 401(k)
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan · $201M · 1,516 · 95th
- ASSETS $201M
- PCT 1,516
- EIN 95th
- RANK 401(k)
- PHOTO near Best Western International, Inc. 401(k) Investment Plan
- IND ind #8121
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 →
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Dollar Bank, Federal Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $245M 16.793239662433184% vs 2022
- 2024 filing year
| 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.
- 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
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Best Western International, Inc. 401(k) Investment Plan in AZ ($201M); by covered participants it is California Farm Bureau Member Employer Retirement Plan (Mep) in CA (1,516 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,516 participants); asset peers above are excluded.
- California Farm Bureau Member Employer Retirement Plan (Mep) (CA) 1,516 · 0 off
- Panduit 401(k) and Profit Sharing Plan (IL) 1,515 · 1 off
- Sky Lakes Medical Center 401(k) (OR) 1,517 · 1 off
- Lopez-Dorada 401(k) Plan (OK) 1,515 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.