401(k) · DOL Form 5500 · 2024
Dollar Bank, Federal Savings Bank 401(k) Plan
Data updated 2026-08-25
- $245M
- Total assets Near avg plan size
- 1,538
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $159,395
- Avg per participant Above avg balance/head
Official DOL plan name: Dollar Bank Employee Tax-Sheltered Incentive Savings Plan · Sponsored by Dollar Bank, Federal Savings Bank · Pennsylvania · Finance & Insurance
$245M in assets, 1,538 participants
Dollar Bank, Federal Savings Bank's Dollar Bank Employee Tax-Sheltered Incentive Savings Plan reported $245M in total assets and 1,538 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,864 in Finance & Insurance (8,549 peers)
Where Dollar Bank Employee Tax-Sheltered Incentive Savings Plan sits by assets
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan sits in the top 5% of all filed plans by assets, $245M for 1,538 participants (~$159,395/participant), up 21.7% in 2024.
- #7,864
- in Finance & Insurance (8,549 peers)
- +21.7%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's outsized position by total assets
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$245,149,437 Top 5% higher than 95% 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
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dollar Bank Employee Tax-Sheltered Incentive Savings Plan lands in the large band (1,538 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan end-of-year assets rose from $201M in the plan year 2023 filing to $245M in the plan year 2024 filing.
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan reported net income fell from $30M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan reported participants rose from 1,516 in the plan year 2023 filing to 1,538 in the plan year 2024 filing.
DOL schedule card
Filing strip 250444380 · Dollar Bank, Federal Savings Bank PY 2024 · 401(k)
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan · $245M · 1,538 · 95th
- BOOK $245M
- BOOK 1,538
- BOOK 95th
- BOOK 401(k)
- BOOK near Upbound 401(k) Retirement Savings Plan
- BOOK ind #7864
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 →
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $245M |
| Net Income | $26M |
| Employer EIN | 250444380 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dollar Bank, Federal Savings Bank)
Sponsor-wide plan assets over time
All Dollar Bank, Federal Savings Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $245M 16.793239662433184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,192 | $295M |
| 2023 | 2 | 2,117 | $218M |
| 2024 | 1 | 1,538 | $245M |
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
Dollar Bank Employee Tax-Sheltered Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Upbound 401(k) Retirement Savings Plan in TX ($245M); by covered participants it is Southern States Retirement Savings Plan in VA (1,537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($245M here).
- Upbound 401(k) Retirement Savings Plan (TX) $245M · 10,087
- South Jersey Industries, Inc. 401(k) Plan (NJ) $245M · 1,230
- Trek Bicycle Corporation 401(k) Plan (WI) $245M · 2,870
- Kajima U.S.a. Inc. 401(k) and Profit Sharing Plan (GA) $245M · 1,126
Similar participant headcount
Nearest other-state filings by covered participants (1,538 participants); asset peers above are excluded.
- Southern States Retirement Savings Plan (VA) 1,537 · 1 off
- Sam Holding Company, Inc. & Subsidiaries 401(k) Plan (TX) 1,539 · 1 off
- Src Employees Savings Trust (MO) 1,539 · 1 off
- Enercon Services, Inc. Savings Plan (GA) 1,539 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.