401(k) · DOL Form 5500 · 2023

Spencer Savings Bank Sla 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
281
Participants Below avg headcount
84th
Percentile by assets National rank
$160,962
Avg per participant Above avg balance/head
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Official DOL plan name: Spencer Savings Bank Sla Savings Retirement Plan · Sponsored by Spencer Savings Bank Sla · New Jersey · Finance & Insurance

$45M in assets, 281 participants

Spencer Savings Bank Sla's Spencer Savings Bank Sla Savings Retirement Plan reported $45M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,759 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Spencer Savings Bank Sla Savings Retirement Plan covers 281 participants in New Jersey, about 33% of the average New Jersey filer (state average ~844 per filing). Assets: $45M.

#6,759
in Finance & Insurance (8,869 peers)
+8.9%
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 2023 · DOL Form 5500

$45,230,420 Top 16% higher than 84% 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

Spencer Savings Bank Sla Savings Retirement 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. Spencer Savings Bank Sla Savings Retirement Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Savings Bank Sla Savings Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spencer Savings Bank Sla Savings Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Spencer Savings Bank Sla Savings Retirement Plan reported participants fell from 284 in the plan year 2022 filing to 281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221296609 · Spencer Savings Bank Sla PY 2023 · 401(k)

Spencer Savings Bank Sla Savings Retirement Plan · $45M · 281 · 84th

  • IND $45M
  • EOY 281
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan
  • EIN ind #6759

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

Gulf Oil 401(k) Plan$45MCity Bank 401(k) Plan$45MSpencer Savings Bank Sla Savings Retirement PlanSpencer Savings Bank Sla Sav…$45MPritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership PlanPritchard & Abbott, Inc. 401…$45MAllen & Overy Associates 401(k) PlanAllen & Overy Associates 401…$45M
End-of-year total assets ($M) among Spencer Savings Bank Sla Savings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN221296609
Plan Effective Date1998-01-01
Filing StatusFILING 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
$0M$50M$100M$150M$200M 202220232024 $41.5M $164M ▲ +293.9%
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.

Spencer Savings Bank Sla Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Spencer Savings Bank Sla Savings Retirement Plan, Total assets ($B): 0.04523042 · Participants: 281Spencer Savings Bank Sla Savings Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Spencer Savings Bank Sla Savings Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Spencer Savings Bank Sla Savings Retirement Plan side-by-side with 3 peers →

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 Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($45M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Spencer Savings Bank Sla Savings Retirement Plan assets move in 2023? ▼
Spencer Savings Bank Sla Savings Retirement Plan grew at a solid clip - up 8.9% during 2023, from $42M to $45M. Reported net income was $4M.
How have Spencer Savings Bank Sla plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Savings Bank Sla's sponsor-wide assets grew 293.9%, from $42M to $164M.
Where does Spencer Savings Bank Sla Savings Retirement Plan rank by assets among Form 5500 filers? ▼
Spencer Savings Bank Sla Savings Retirement Plan ranks in the 84th 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 Spencer Savings Bank Sla Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership Plan in TX ($45M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Savings Bank Sla Savings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants, $12M 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 221296609.

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.