401(k) · DOL Form 5500 · 2022
Spencer Savings Bank Sla 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 284
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $146,224
- 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
$42M in assets, 284 participants
Spencer Savings Bank Sla's Spencer Savings Bank Sla Savings Retirement Plan reported $42M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,239 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Spencer Savings Bank Sla Savings Retirement Plan covers 284 participants in New Jersey, about 34% of the average New Jersey filer (state average ~844 per filing). Assets: $42M.
- #7,239
- in Finance & Insurance (9,261 peers)
- -10.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$41,527,564 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Spencer Savings Bank Sla Savings Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 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 (284 participants).
Form 5500 schedule snapshot
Filing strip 221296609 · Spencer Savings Bank Sla PY 2022 · 401(k)
Spencer Savings Bank Sla Savings Retirement Plan · $42M · 284 · 86th
- EBSA $42M
- PART 284
- TYPE 86th
- NET 401(k)
- BOOK near Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust
- VS-ST ind #7239
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) | $47M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$6M |
| Employer EIN | 221296609 |
| Plan Effective Date | 1998-01-01 |
| 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 $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
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 Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust in WI ($42M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Inland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and Trust (WI) $42M · 383
- Western States Employee 401(k) Retirement Savings Plan (WI) $42M · 481
- The Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc. (IL) $42M · 435
- Sierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $42M · 159
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Galesburg Hospital Corporation 401(k) Savings Plan (IL) 284 · 0 off
- Lectra USA 401(k) Plan (CT) 284 · 0 off
- Bemobile, Inc. 401(k) Plan (ND) 284 · 0 off
- Apex Logistics, LLC 401(k) Plan (CA) 284 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.