401(k) · DOL Form 5500 · 2024
William Penn Bank 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $125,581
- Avg per participant Near avg balance/head
Official DOL plan name: William Penn Bank 401(k) Retirement Savings Plan · Sponsored by William Penn Bank · Pennsylvania · Finance & Insurance
$11M in assets, 90 participants
William Penn Bank's William Penn Bank 401(k) Retirement Savings Plan reported $11M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,616 in Finance & Insurance (8,549 peers)
2024 asset change
William Penn Bank 401(k) Retirement Savings Plan grew sharply 15.9% in 2024 ($10M → $11M) for 90 participants.
- #3,616
- in Finance & Insurance (8,549 peers)
- +15.9%
- assets growth YoY
William Penn Bank 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
William Penn Bank 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,302,313 Top 42% higher than 58% 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
William Penn Bank 401(k) Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Penn Bank 401(k) Retirement Savings Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Penn Bank 401(k) Retirement Savings Plan reported net income rose from $947K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- William Penn Bank 401(k) Retirement Savings Plan reported participants fell from 110 in the plan year 2023 filing to 90 in the plan year 2024 filing.
- William Penn Bank 401(k) Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 230953930 · William Penn Bank PY 2024 · 401(k)
William Penn Bank 401(k) Retirement Savings Plan · $11M · 90 · 58th
- TYPE $11M
- TYPE 90
- TYPE 58th
- TYPE 401(k)
- TYPE near Millennium Information Services, Inc. Profit Sharing Plan
- TYPE ind #3616
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 Pennsylvania →
William Penn Bank 401(k) Retirement Savings Plan in the asset neighbourhood
William Penn Bank years around the 2024 move
Sponsor-wide plan assets over time
All William Penn Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 9.25266920289255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 192 | $22M |
| 2023 | 2 | 187 | $22M |
| 2024 | 2 | 173 | $24M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 230953930 |
| Plan Effective Date | 1979-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
William Penn Bank 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Millennium Information Services, Inc. Profit Sharing Plan in IL ($11M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Millennium Information Services, Inc. Profit Sharing Plan (IL) $11M · 177
- Coretek, LLC 401(k) Plan (MI) $11M · 147
- Education Brands 401(k) Plan (FL) $11M · 174
- Active Power, Inc. 401(k) Plan (TX) $11M · 83
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- 501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
- Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
- Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
- Tylok 401(k) Plan (OH) 90 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.