401(k) · DOL Form 5500 · 2024
Washington Financial Bank 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $155,744
- Avg per participant Above avg balance/head
Official DOL plan name: Washington Financial Bank 401(k) Plan · Sponsored by Washington Financial Bank · Pennsylvania · Finance & Insurance
$25M in assets, 161 participants
Washington Financial Bank's Washington Financial Bank 401(k) Plan reported $25M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #5,186 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Washington Financial Bank 401(k) Plan covers 161 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #5,186
- in Finance & Insurance (8,549 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $998K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Washington Financial Bank 401(k) Plan's outsized position by total assets
Washington Financial Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,074,832 Top 26% higher than 74% 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
Washington Financial 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. Washington Financial Bank 401(k) Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Washington Financial Bank 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$998K in the plan year 2024 filing.
- Washington Financial Bank 401(k) Plan reported participants fell from 169 in the plan year 2023 filing to 161 in the plan year 2024 filing.
- Washington Financial Bank 401(k) Plan end-of-year assets fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 250866405 · Washington Financial Bank PY 2024 · 401(k)
Washington Financial Bank 401(k) Plan · $25M · 161 · 74th
- PCT $25M
- PCT 161
- PCT 74th
- PCT 401(k)
- PCT near Telit North America 401(k) Plan
- PCT ind #5186
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 →
Washington Financial Bank 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$998K |
| Employer EIN | 250866405 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington Financial Bank)
Sponsor-wide plan assets over time
All Washington Financial Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 3.0935127124506345% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $24M |
| 2023 | 1 | 169 | $26M |
| 2024 | 1 | 161 | $25M |
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
Washington Financial Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Telit North America 401(k) Plan in NC ($25M); by covered participants it is Akebia Therapeutics 401(k) Plan in MA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Telit North America 401(k) Plan (NC) $25M · 160
- Helena Laboratories Corporation 401(k) Profit Sharing Plan (TX) $25M · 302
- Spyglass Corporate Services Group 401(k) Plan (CA) $25M · 164
- Providence Bank Retirement Plan (IL) $25M · 194
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- 401(k) Plan for Grace Pacific (HI) 161 · 0 off
- Banker Industries, Inc. 401(k) Plan (AZ) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.