Defined Benefit (Pension) · DOL Form 5500 · 2024

Wilmington Savings Fund Society, Fsb Pension Plan

Data updated 2026-07-24

$78M
Total assets
84
Participants
89th
Percentile by assets
$929,154
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Beneficial Bank Consolidated Pension Plan · Sponsored by Wilmington Savings Fund Society, Fsb · Delaware · Finance & Insurance

$78M in assets, 84 participants

Wilmington Savings Fund Society, Fsb's Beneficial Bank Consolidated Pension Plan reported $78M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

Where Beneficial Bank Consolidated Pension Plan sits by assets

Beneficial Bank Consolidated Pension Plan sits in the top quartile of all filed plans by assets, $78M for 84 participants (~$929,154/participant), down 4.9% in 2024.

$78M
total plan assets (2024 EOY)
84
covered participants
89th
percentile by assets (of 116,472 plans)
$929,154
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beneficial Bank Consolidated Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Beneficial Bank Consolidated Pension Plan reported participants fell from 89 in the plan year 2023 filing to 84 in the plan year 2024 filing.
  • Beneficial Bank Consolidated Pension Plan end-of-year assets fell from $82M in the plan year 2023 filing to $78M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Beneficial Bank Consolidated Pension Plan vs the 2024 asset distribution

By assets, Beneficial Bank Consolidated Pension Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$78M
Net Income-$4M
Employer EIN510054940
Plan Effective Date1961-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilmington Savings Fund Society, Fsb)

$250M$300M$350M 202220232024 $258M $338M â–˛ +31.0%
Total plan assets by year, all Wilmington Savings Fund Society, Fsb plans on file
Year Plans Participants Total Assets
2022 2 1,859 $258M
2023 2 2,460 $302M
2024 2 2,511 $338M

Nearby Defined Benefit (Pension) Plans in Delaware

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Beneficial Bank Consolidated Pension Plan vs. nearby Defined Benefit (Pension) plans in Delaware, assets vs. participants

Beneficial Bank Consolidated Pension Plan vs. nearby Defined Benefit (Pension) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -5051015 Total assets ($B) Participants Beneficial Bank Cons…Pension and Retireme…Christiana Care Heal…Syngenta Corporation…Beebe Medical Center…Employees' Pension P…
Beneficial Bank Consolidated Pension Plan vs. nearby Defined Benefit (Pension) plans in Delaware, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Beneficial Bank Consolidated Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Beneficial Bank Consolidated Pension Plan assets move in 2024?
Beneficial Bank Consolidated Pension Plan edged down modestly - down 4.9% during 2024, from $82M to $78M. Reported net income was -$4M.
How have Wilmington Savings Fund Society, Fsb plan assets changed over time?
Across 3 plan years on file (2022-2024), Wilmington Savings Fund Society, Fsb's sponsor-wide assets grew 31.0%, from $258M to $338M.
Where does Beneficial Bank Consolidated Pension Plan rank by assets among Form 5500 filers?
Beneficial Bank Consolidated Pension Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Beneficial Bank Consolidated Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Assa Abloy Inc. U.S. Intruder Group Pension Plan for Salaried Employees in CT ($78M, 86 participants).

Next read for Beneficial Bank Consolidated Pension Pla…

Scale reading

Ways to act on Beneficial Bank Consolidated Pension Plan's numbers.

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 510054940.

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