Defined Benefit (Pension) · DOL Form 5500 · 2023

Apple Bank Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
150
Participants Small participant base
88th
Percentile by assets National rank
$424,290
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Apple Bank for Savings · Sponsored by Apple Bank · New York · Finance & Insurance

$64M in assets, 150 participants

Apple Bank's The Retirement Plan of Apple Bank for Savings reported $64M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,207 in Finance & Insurance (8,869 peers)

Coverage in New York

The Retirement Plan of Apple Bank for Savings covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $64M.

#7,207
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Retirement Plan of Apple Bank for Savings's outsized position by total assets

The Retirement Plan of Apple Bank for Savings vs every filed plan by assets

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

$63,643,548 Top 12% higher than 88% 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

The Retirement Plan of Apple Bank for Savings 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. The Retirement Plan of Apple Bank for Savings sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan of Apple Bank for Savings reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Retirement Plan of Apple Bank for Savings reported participants fell from 203 in the plan year 2022 filing to 150 in the plan year 2023 filing.
  • The Retirement Plan of Apple Bank for Savings end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 130822710 · Apple Bank PY 2023 · Defined Benefit (Pension)

The Retirement Plan of Apple Bank for Savings · $64M · 150 · 88th

  • RANK $64M
  • RANK 150
  • RANK 88th
  • RANK Defined Benefit (Pension)
  • RANK near Altec Industries, Inc. Associates' Pension Plan
  • RANK ind #7207

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 York →

The Retirement Plan of Apple Bank for Savings in the asset neighbourhood

The Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$64MAltec Industries, Inc. Associates' Pension PlanAltec Industries, Inc. Assoc…$64MIts, Inc. Pension Plan$64MNidec Minster Corporation Consolidated Pension TrustNidec Minster Corporation Co…$64MLegal & General America, Inc. Cash Balance PlanLegal & General America, Inc…$64M
End-of-year total assets ($M) among The Retirement Plan of Apple Bank for Savings and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN130822710
Plan Effective Date1973-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Bank)

Sponsor-wide plan assets over time

All Apple Bank plans reported in each filing year

Latest sponsor-wide plan assets
$231M 32.840737432833606% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 1,488 $174M
2023 2 1,434 $209M
2024 2 1,488 $231M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan of Apple Bank for Savings, Total assets ($B): 0.063643548 · Participants: 150The Retirement Plan of Apple Bank for SavingsIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Apple Bank for Savings side-by-side with 3 peers →

The Retirement Plan of Apple Bank for Savings's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Altec Industries, Inc. Associates' Pension Plan in AL ($64M); by covered participants it is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 The Retirement Plan of Apple Bank for Savings assets move in 2023? ▼
The Retirement Plan of Apple Bank for Savings grew at a solid clip - up 11.3% during 2023, from $57M to $64M. Reported net income was $7M.
How have Apple Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Bank's sponsor-wide assets grew 32.8%, from $174M to $231M.
Where does The Retirement Plan of Apple Bank for Savings rank by assets among Form 5500 filers? ▼
The Retirement Plan of Apple Bank for Savings ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to The Retirement Plan of Apple Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Altec Industries, Inc. Associates' Pension Plan in AL ($64M, 687 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Apple Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Truck-Lite Pennsylvania Non-Exempt Employees Pension Plan in PA (150 participants, $5M 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 130822710.

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.