401(k) · DOL Form 5500 · 2023
Columbia Bank 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 785
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $165,740
- Avg per participant Above avg balance/head
Official DOL plan name: Columbia Bank Savings and Investment Plan · Sponsored by Columbia Bank · New Jersey · Finance & Insurance
$130M in assets, 785 participants
Columbia Bank's Columbia Bank Savings and Investment Plan reported $130M in total assets and 785 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.
- #7,876 in Finance & Insurance (8,869 peers)
Where Columbia Bank Savings and Investment Plan sits by assets
Columbia Bank Savings and Investment Plan sits in the top 10% of all filed plans by assets, $130M for 785 participants (~$165,740/participant), up 12.2% in 2023.
- #7,876
- in Finance & Insurance (8,869 peers)
- +12.2%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Columbia Bank Savings and Investment Plan's outsized position by total assets
Columbia Bank Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,105,966 Top 7% higher than 93% 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
Columbia Bank Savings and Investment 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. Columbia Bank Savings and Investment Plan sits mid-pack in the medium band (785 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Columbia Bank Savings and Investment Plan reported net income rose from -$23M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Columbia Bank Savings and Investment Plan reported participants rose from 663 in the plan year 2022 filing to 785 in the plan year 2023 filing.
- Columbia Bank Savings and Investment Plan end-of-year assets rose from $116M in the plan year 2022 filing to $130M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 220900560 · Columbia Bank PY 2023 · 401(k)
Columbia Bank Savings and Investment Plan · $130M · 785 · 93rd
- VS-ST $130M
- BOY 785
- SCH 93rd
- EBSA 401(k)
- PART near United Talent Agency LLC 401(k) Plan
- TYPE ind #7876
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 Jersey →
Columbia Bank Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $14M |
| Employer EIN | 220900560 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbia Bank)
Sponsor-wide plan assets over time
All Columbia Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $710M 10.119135311286918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,605 | $645M |
| 2023 | 3 | 1,811 | $681M |
| 2024 | 3 | 1,737 | $710M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Columbia Bank Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is United Talent Agency LLC 401(k) Plan in CA ($130M); by covered participants it is Mainscape, Inc. 401(k) Plan in IN (785 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- United Talent Agency LLC 401(k) Plan (CA) $130M · 1,424
- Waystar, Inc Retirement Plan (KY) $130M · 1,351
- Acuren Inspection, Inc. Retirement Savings Plan (CT) $130M · 2,511
- Cc Industries and Affiliates Retirement Savings Plan for Salaried Employees (IL) $130M · 342
Similar participant headcount
Nearest other-state filings by covered participants (785 participants); asset peers above are excluded.
- Mainscape, Inc. 401(k) Plan (IN) 785 · 0 off
- Taylor Made Employees Savings Retirement Program (CA) 785 · 0 off
- Consumer Portfolio Services, Inc. 401(k) Plan (CA) 785 · 0 off
- Dental Associates 401(k) Plan (WI) 785 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.