401(k) · DOL Form 5500 · 2023

Apple Bank for Savings 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
1,284
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,829
Avg per participant Below avg balance/head
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Official DOL plan name: Apple Bank for Savings 401(k) Plan · Sponsored by Apple Bank for Savings · New York · Finance & Insurance

$145M in assets, 1,284 participants

Apple Bank for Savings's Apple Bank for Savings 401(k) Plan reported $145M in total assets and 1,284 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,947 in Finance & Insurance (8,869 peers)

Where Apple Bank for Savings 401(k) Plan sits by assets

Apple Bank for Savings 401(k) Plan sits in the top 10% of all filed plans by assets, $145M for 1,284 participants (~$112,829/participant), up 24.0% in 2023.

#7,947
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Apple Bank for Savings 401(k) Plan's outsized position by total assets

Apple Bank for Savings 401(k) Plan vs every filed plan by assets

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

$144,872,597 Top 7% higher than 93% 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

Apple Bank for Savings 401(k) 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. Apple Bank for Savings 401(k) Plan lands in the large band (1,284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Bank for Savings 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Apple Bank for Savings 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $145M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 130822710 · Apple Bank for Savings PY 2023 · 401(k)

Apple Bank for Savings 401(k) Plan · $145M · 1,284 · 93rd

  • PART $145M
  • PART 1,284
  • PART 93rd
  • PART 401(k)
  • PART near Kean Miller LLP Self Employed Retirement Plan and Trust
  • PART ind #7947

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 New York →

Apple Bank for Savings 401(k) Plan in the asset neighbourhood

Red Gold, Inc. 401(k) Profit Sharing PlanRed Gold, Inc. 401(k) Profit…$145MLink-Belt Employees' Savings & Investment PlanLink-Belt Employees' Savings…$145MKean Miller LLP Self Employed Retirement Plan and TrustKean Miller LLP Self Employe…$145MInvestment Company Institute Section 401(k) PlanInvestment Company Institute…$145MApple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$145M
End-of-year total assets ($M) among Apple Bank for Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$145M
Net Income$28M
Employer EIN130822710
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Bank for Savings)

Sponsor-wide plan assets over time

All Apple Bank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$231M 32.840737432833606% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 1,488 $174M
2023 2 1,434 $209M
2024 2 1,488 $231M

Nearby 401(k) Plans in New York

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

Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apple Bank for Savings 401(k) Plan, Total assets ($B): 0.144872597 · Participants: 1284Apple Bank for Savings 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apple Bank for Savings 401(k) Plan side-by-side with 3 peers →

Apple Bank for Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kean Miller LLP Self Employed Retirement Plan and Trust in LA ($145M); by covered participants it is Skookum 401(k) Retirement Plan in WA (1,284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,284 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 Apple Bank for Savings 401(k) Plan assets move in 2023? ▼
Apple Bank for Savings 401(k) Plan grew sharply - up 24.0% during 2023, from $117M to $145M. Reported net income was $28M.
How have Apple Bank for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Bank for Savings's sponsor-wide assets grew 32.8%, from $174M to $231M.
Where does Apple Bank for Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Apple Bank for Savings 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apple Bank for Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kean Miller LLP Self Employed Retirement Plan and Trust in LA ($145M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Apple Bank for Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skookum 401(k) Retirement Plan in WA (1,284 participants, $45M 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 130822710.

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.