401(k) · DOL Form 5500 · 2023

Columbia Bank 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
785
Participants
93rd
Percentile by assets
$165,740
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$130M
total plan assets (2023 EOY)
785
covered participants
93rd
percentile by assets (of 127,072 plans)
$165,740
avg assets per participant

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.

See the national 2022→2023 release diff →

Columbia Bank Savings and Investment Plan vs the 2023 asset distribution

By assets, Columbia Bank Savings and Investment Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$130M
Net Income$14M
Employer EIN220900560
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Bank)

$620M$640M$660M$680M$700M$720M 202220232024 $645M $710M ▲ +10.1%
Total plan assets by year, all Columbia Bank plans on file
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.

Columbia Bank Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Columbia Bank Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Columbia Bank Saving…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Columbia Bank Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Columbia Bank Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Columbia Bank Savings and Investment Plan assets move in 2023?
Columbia Bank Savings and Investment Plan grew at a solid clip - up 12.2% during 2023, from $116M to $130M. Reported net income was $14M.
How have Columbia Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Columbia Bank's sponsor-wide assets grew 10.1%, from $645M to $710M.
Where does Columbia Bank Savings and Investment Plan rank by assets among Form 5500 filers?
Columbia Bank Savings and Investment 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 Columbia Bank Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is United Talent Agency LLC 401(k) Plan in CA ($130M, 1,424 participants).

Next read for Columbia Bank Savings and Investment Pla…

Scale reading

Ways to act on Columbia Bank Savings and Investment Plan's numbers.