401(k)
2024 plan-year 401(k) DOL Form 5500

Employees' Thrift Plan of the American Bankers Association

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Bankers Association ยท District of Columbia ยท Finance & Insurance

What the 2023 filing shows

Employees' Thrift Plan of the American Bankers Association holds $198M for 318 participants - about $622,302 per participant, up 9.6% over the 2024 plan year.

$198M
total plan assets (2024 EOY)
318
covered participants
$622,302
avg assets per participant
+9.6%
assets growth YoY
Total Assets (2023)
$198M
Participants
318
Industry
Finance & Insurance

What the Filing Says About Employees' Thrift Plan of the American Bankers Association

Employees' Thrift Plan of the American Bankers Association is a 401(k) retirement plan sponsored by American Bankers Association, headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $198M in total end-of-year assets and covers 318 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 521001304, and the plan has been effective since 1965-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $181M at the beginning of 2024 to $198M at year-end โ€” a gain of 9.6%. Net assets (after liabilities) closed the year at $198M, with reported net income of $17M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$181M
Total Assets (End of Year)$198M
Net Assets (End of Year)$198M
Net Income$17M
Plan Type401(k)
Employer EIN521001304
Plan Effective Date1965-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Bankers Association)

Year Plans Participants Total Assets
2022 2 398 $150M
2023 1 319 $181M
2024 1 318 $198M

Nearby 401(k) Plans in District of Columbia

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

Frequently Asked Questions

How much money is in the Employees' Thrift Plan of the American Bankers Association?
As of the 2024 Form 5500 filing, Employees' Thrift Plan of the American Bankers Association holds $198M in total assets with 318 participants. It is sponsored by American Bankers Association.
What type of plan is Employees' Thrift Plan of the American Bankers Association?
Employees' Thrift Plan of the American Bankers Association is a 401(k) plan. It has been effective since 1965-09-01. The plan is filed with the U.S. Department of Labor under EIN 521001304.
Who sponsors the Employees' Thrift Plan of the American Bankers Association?
Employees' Thrift Plan of the American Bankers Association is sponsored by American Bankers Association, located in District of Columbia. The sponsor's EIN is 521001304 and the plan operates in the Finance & Insurance industry.
How did Employees' Thrift Plan of the American Bankers Association perform in 2024?
Employees' Thrift Plan of the American Bankers Association grew by 9.6% during 2024, moving from $181M to $198M in total assets. Net income was $17M.
Where can I find official filings for Employees' Thrift Plan of the American Bankers Association?
Official Form 5500 filings for Employees' Thrift Plan of the American Bankers Association are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521001304 or plan name at efast.dol.gov.
How does Employees' Thrift Plan of the American Bankers Association compare to other plans?
You can compare Employees' Thrift Plan of the American Bankers Association against other 401(k) plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 521001304.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.