401(k) · DOL Form 5500 · 2023

Territorial Savings Bank 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
252
Participants Below avg headcount
83rd
Percentile by assets National rank
$153,658
Avg per participant Above avg balance/head
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Official DOL plan name: Territorial Savings Bank 401(k) Plan · Sponsored by Territorial Savings Bank · Hawaii · Finance & Insurance

$39M in assets, 252 participants

Territorial Savings Bank's Territorial Savings Bank 401(k) Plan reported $39M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,511 in Finance & Insurance (8,869 peers)

Where Territorial Savings Bank 401(k) Plan sits by assets

Territorial Savings Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 252 participants (~$153,658/participant), up 3.1% in 2023.

#6,511
in Finance & Insurance (8,869 peers)
+3.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$38,721,851 Top 17% higher than 83% 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

Territorial Savings Bank 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. Territorial Savings Bank 401(k) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Territorial Savings Bank 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Territorial Savings Bank 401(k) Plan reported participants fell from 267 in the plan year 2022 filing to 252 in the plan year 2023 filing.
  • Territorial Savings Bank 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990056630 · Territorial Savings Bank PY 2023 · 401(k)

Territorial Savings Bank 401(k) Plan · $39M · 252 · 83rd

  • 5500 $39M
  • ASSETS 252
  • PCT 83rd
  • EIN 401(k)
  • RANK near Visu-Sewer, Inc. 401(k) Savings Plan
  • PHOTO ind #6511

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 Hawaii →

Territorial Savings Bank 401(k) Plan in the asset neighbourhood

Parker Mccay P.a. Savings PlanParker Mccay P.a. Savings Pl…$39MNetwork Services Company Profit Sharing 401(k) PlanNetwork Services Company Pro…$39MSalmon Health and Retirement$39MTerritorial Savings Bank 401(k) PlanTerritorial Savings Bank 401…$39MVisu-Sewer, Inc. 401(k) Savings PlanVisu-Sewer, Inc. 401(k) Savi…$39M
End-of-year total assets ($M) among Territorial Savings Bank 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)$38M
Net Assets (End of Year)$39M
Net Income$1M
Employer EIN990056630
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Territorial Savings Bank)

Sponsor-wide plan assets over time

All Territorial Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$148M 88.71190028891488% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $78.4M $148M ▲ +88.7%
Year Plans Participants Total Assets
2022 3 609 $78M
2023 3 565 $70M
2024 4 1,096 $148M

Nearby 401(k) Plans in Hawaii

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

Territorial Savings Bank 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Territorial Savings Bank 401(k) Plan, Total assets ($B): 0.038721851 · Participants: 252Territorial Savings Bank 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Territorial Savings Bank 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Territorial Savings Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest 401(k) by assets is Visu-Sewer, Inc. 401(k) Savings Plan in WI ($39M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Territorial Savings Bank 401(k) Plan assets move in 2023? ▼
Territorial Savings Bank 401(k) Plan edged up modestly - up 3.1% during 2023, from $38M to $39M. Reported net income was $1M.
How have Territorial Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Territorial Savings Bank's sponsor-wide assets grew 88.7%, from $78M to $148M.
Where does Territorial Savings Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Territorial Savings Bank 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Territorial Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Visu-Sewer, Inc. 401(k) Savings Plan in WI ($39M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Territorial Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 990056630.

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.