401(k) · DOL Form 5500 · 2024
Spencer Savings Bank Sla 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 261
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $178,403
- Avg per participant Above avg balance/head
Official DOL plan name: Spencer Savings Bank Sla Savings Retirement Plan · Sponsored by Spencer Savings Bank Sla · New Jersey · Finance & Insurance
$47M in assets, 261 participants
Spencer Savings Bank Sla's Spencer Savings Bank Sla Savings Retirement Plan reported $47M in total assets and 261 participants in its 2024 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.
- #6,336 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
Spencer Savings Bank Sla Savings Retirement Plan covers 261 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $47M.
- #6,336
- in Finance & Insurance (8,549 peers)
- +11.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Spencer Savings Bank Sla Savings Retirement Plan's outsized position by total assets
Spencer Savings Bank Sla Savings Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,563,176 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Spencer Savings Bank Sla Savings Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Savings Bank Sla Savings Retirement Plan sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spencer Savings Bank Sla Savings Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Spencer Savings Bank Sla Savings Retirement Plan reported participants fell from 281 in the plan year 2023 filing to 261 in the plan year 2024 filing.
- Spencer Savings Bank Sla Savings Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221296609 · Spencer Savings Bank Sla PY 2024 · 401(k)
Spencer Savings Bank Sla Savings Retirement Plan · $47M · 261 · 83rd
- PHOTO $47M
- PHOTO 261
- PHOTO 83rd
- PHOTO 401(k)
- PHOTO near University Research Co., LLC Employee Retirement Plan
- PHOTO ind #6336
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 →
Spencer Savings Bank Sla Savings Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 221296609 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer Savings Bank Sla)
Sponsor-wide plan assets over time
All Spencer Savings Bank Sla plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 293.9124144146765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 284 | $42M |
| 2023 | 2 | 349 | $116M |
| 2024 | 3 | 669 | $164M |
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 $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Spencer Savings Bank Sla Savings Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is University Research Co., LLC Employee Retirement Plan in MD ($47M); by covered participants it is Oddball 401(k) Plan in VA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- University Research Co., LLC Employee Retirement Plan (MD) $47M · 99
- Reddy Ice LLC 401(k) Plan (TX) $47M · 1,466
- Towerpinkster 401(k) Plan (MI) $47M · 198
- Bristol Farms, Inc. 401(k) Savings Plan (CA) $47M · 2,357
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Oddball 401(k) Plan (VA) 261 · 0 off
- Rolling Dough 401(k) Plan (TX) 261 · 0 off
- Clearcompany 401(k) Plan (ME) 261 · 0 off
- Advancion Corporation 401(k) and Profit Sharing Plan (IL) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.