401(k) · DOL Form 5500 · 2023

Partners Bancorp 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
238
Participants Below avg headcount
61st
Percentile by assets National rank
$47,255
Avg per participant Low balance/head
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Official DOL plan name: Partners Bancorp 401(k) Plan · Sponsored by Partners Bancorp · Delaware · Finance & Insurance

$11M in assets, 238 participants

Partners Bancorp's Partners Bancorp 401(k) Plan reported $11M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,068 in Finance & Insurance (8,869 peers)

Coverage in Delaware

Partners Bancorp 401(k) Plan covers 238 participants in Delaware, about 44% of the average Delaware filer (state average ~536 per filing). Assets: $11M.

#4,068
in Finance & Insurance (8,869 peers)
-22.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners Bancorp 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Partners Bancorp 401(k) Plan vs every filed plan by assets

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

$11,246,644 Top 39% higher than 61% 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

Partners Bancorp 401(k) 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. Partners Bancorp 401(k) Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners Bancorp 401(k) Plan reported net income fell from -$3M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Partners Bancorp 401(k) Plan end-of-year assets fell from $15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Partners Bancorp 401(k) Plan reported participants fell from 249 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521559535 · Partners Bancorp PY 2023 · 401(k)

Partners Bancorp 401(k) Plan · $11M · 238 · 61st

  • SCH $11M
  • EBSA 238
  • PART 61st
  • TYPE 401(k)
  • NET near The Mather Group 401(k) Plan
  • BOOK ind #4068

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 Delaware →

Partners Bancorp 401(k) Plan in the asset neighbourhood

Partners Bancorp 401(k) Plan$11MThe Mather Group 401(k) Plan$11MPreferred Employer Plan Fbo Madwire, LLCPreferred Employer Plan Fbo …$11MHealth and Wellness Partners 401(k) PlanHealth and Wellness Partners…$11MGastro Care Partners 401(k) PlanGastro Care Partners 401(k) …$11M
End-of-year total assets ($M) among Partners Bancorp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN521559535
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Bancorp)

Sponsor-wide plan assets over time

All Partners Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $14.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 249 $15M
2023 1 238 $11M
2024 1 11 N/A

Nearby 401(k) Plans in Delaware

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

Partners Bancorp 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Partners Bancorp 401(k) Plan, Total assets ($B): 0.011246644 · Participants: 238Partners Bancorp 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Partners Bancorp 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Partners Bancorp 401(k) Plan side-by-side with 3 peers →

Partners Bancorp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is The Mather Group 401(k) Plan in IL ($11M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Partners Bancorp 401(k) Plan assets move in 2023? ▼
Partners Bancorp 401(k) Plan declined sharply - down 22.9% during 2023, from $15M to $11M. Reported net income was -$3M.
Which 401(k) plans are similar in size to Partners Bancorp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mather Group 401(k) Plan in IL ($11M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Partners Bancorp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 521559535.

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.