401(k) · DOL Form 5500 · 2024

Conference of State Bank Supervisor 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
155
Participants Small participant base
85th
Percentile by assets National rank
$335,514
Avg per participant High balance/head
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Official DOL plan name: Conference of State Bank Supervisors Safe Harbor 401(k) Plan · Sponsored by Conference of State Bank Supervisor · District of Columbia · Professional & Technical Services

$52M in assets, 155 participants

Conference of State Bank Supervisor's Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported $52M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,233 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Conference of State Bank Supervisors Safe Harbor 401(k) Plan covers 155 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $52M.

#17,233
in Professional & Technical Services (20,173 peers)
+6.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's outsized position by total assets

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs every filed plan by assets

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

$52,004,630 Top 15% higher than 85% 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

Conference of State Bank Supervisors Safe Harbor 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. Conference of State Bank Supervisors Safe Harbor 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Conference of State Bank Supervisors Safe Harbor 401(k) Plan reported participants fell from 158 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 522080072 · Conference of State Bank Supervisor PY 2024 · 401(k)

Conference of State Bank Supervisors Safe Harbor 401(k) Plan · $52M · 155 · 85th

  • PCT $52M
  • PCT 155
  • PCT 85th
  • PCT 401(k)
  • PCT near Glen-Gery Corporation 401(k) Plan
  • PCT ind #17233

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 Professional & Technical Services retirement plans → · Plans in District of Columbia →

Conference of State Bank Supervisors Safe Harbor 401(k) Plan in the asset neighbourhood

Aeg Merit Holding Company 401(k) PlanAeg Merit Holding Company 40…$52MAmway Hotel Corporation 401(k) Retirement and Savings PlanAmway Hotel Corporation 401(…$52MConference of State Bank Supervisors Safe Harbor 401(k) PlanConference of State Bank Sup…$52MGlen-Gery Corporation 401(k) PlanGlen-Gery Corporation 401(k)…$52MSheet Metal Workers International Assoc., Local 3 401(k) PlanSheet Metal Workers Internat…$52M
End-of-year total assets ($M) among Conference of State Bank Supervisors Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$52M
Net Income$3M
Employer EIN522080072
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Conference of State Bank Supervisor)

Sponsor-wide plan assets over time

All Conference of State Bank Supervisor plans reported in each filing year

Latest sponsor-wide plan assets
$52M 32.98720357617806% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $52M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 168 $39M
2023 1 158 $49M
2024 1 155 $52M

Nearby 401(k) Plans in District of Columbia

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

Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Conference of State Bank Supervisors Safe Harbor 401(k) Plan, Total assets ($B): 0.05200463 · Participants: 155Conference of State Bank Supervisors Safe Harbor 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Conference of State Bank Supervisors Safe Harbor 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Conference of State Bank Supervisors Safe Harbor 401(k) Plan side-by-side with 3 peers →

Conference of State Bank Supervisors Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Glen-Gery Corporation 401(k) Plan in PA ($52M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Conference of State Bank Supervisors Safe Harbor 401(k) Plan assets move in 2024? ▼
Conference of State Bank Supervisors Safe Harbor 401(k) Plan grew at a solid clip - up 6.8% during 2024, from $49M to $52M. Reported net income was $3M.
How have Conference of State Bank Supervisor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Conference of State Bank Supervisor's sponsor-wide assets grew 33.0%, from $39M to $52M.
Where does Conference of State Bank Supervisors Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Conference of State Bank Supervisors Safe Harbor 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Conference of State Bank Supervisors Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glen-Gery Corporation 401(k) Plan in PA ($52M, 802 participants).
Which 401(k) plans cover a similar participant headcount to Conference of State Bank Supervisors Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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 522080072.

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.