401(k) · DOL Form 5500 · 2024

Walden Savings Bank 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
142
Participants Small participant base
68th
Percentile by assets National rank
$127,103
Avg per participant Near avg balance/head
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Official DOL plan name: Walden Savings Bank 401(k) Plan · Sponsored by Walden Savings Bank · New York · Finance & Insurance

$18M in assets, 142 participants

Walden Savings Bank's Walden Savings Bank 401(k) Plan reported $18M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,499 in Finance & Insurance (8,549 peers)

Coverage in New York

Walden Savings Bank 401(k) Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $18M.

#4,499
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY

Walden Savings Bank 401(k) Plan's outsized position by total assets

Walden Savings Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,048,615 Top 32% higher than 68% of 123,620 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 2024

Walden Savings Bank 401(k) 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. Walden Savings Bank 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walden Savings Bank 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Walden Savings Bank 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Walden Savings Bank 401(k) Plan reported participants fell from 154 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141155630 · Walden Savings Bank PY 2024 · 401(k)

Walden Savings Bank 401(k) Plan · $18M · 142 · 68th

  • SCH $18M
  • EBSA 142
  • PART 68th
  • TYPE 401(k)
  • NET near Lil' Drug Store Products, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4499

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 →

Walden Savings Bank 401(k) Plan in the asset neighbourhood

Walden Savings Bank 401(k) PlanWalden Savings Bank 401(k) P…$18MLil' Drug Store Products, Inc. 401(k) Profit Sharing PlanLil' Drug Store Products, In…$18MEquality Health, LLC 401(k) PlanEquality Health, LLC 401(k) …$18MCalico Brands, Inc. 401(k) PlanCalico Brands, Inc. 401(k) P…$18MFinancial Statement Services, Inc. Retirement Savings PlanFinancial Statement Services…$18M
End-of-year total assets ($M) among Walden Savings Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN141155630
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walden Savings Bank)

Sponsor-wide plan assets over time

All Walden Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.013175037534054% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $18.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 153 $13M
2023 1 154 $16M
2024 1 142 $18M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Walden Savings Bank 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Walden Savings Bank 401(k) Plan, Total assets ($B): 0.018048615 · Participants: 142Walden Savings Bank 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Walden Savings Bank 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Walden Savings Bank 401(k) Plan side-by-side with 3 peers →

Walden Savings Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lil' Drug Store Products, Inc. 401(k) Profit Sharing Plan in IA ($18M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Walden Savings Bank 401(k) Plan assets move in 2024? ▼
Walden Savings Bank 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $16M to $18M. Reported net income was $2M.
How have Walden Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walden Savings Bank's sponsor-wide assets grew 38.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Walden Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lil' Drug Store Products, Inc. 401(k) Profit Sharing Plan in IA ($18M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Walden Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141155630.

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.