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
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.
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 EIN | 510054940 |
| Plan Effective Date | 1961-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilmington Savings Fund Society, Fsb)
| 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
- Pension and Retirement Plan $10.4B · 2,351
- Christiana Care Health Services, Inc. Retirement Plan $599M · 2,333
- Syngenta Corporation Pension Plan $386M · 911
- Beebe Medical Center Pension Plan $130M · 639
- Employees' Pension Plan of Florida Public Utilities Company $49M · 58
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? ▼
How have Wilmington Savings Fund Society, Fsb plan assets changed over time? ▼
Where does Beneficial Bank Consolidated Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Beneficial Bank Consolidated Pension Plan? ▼
Next read for Beneficial Bank Consolidated Pension Pla…
Scale reading
Ways to act on Beneficial Bank Consolidated Pension Plan's numbers.
- By total assets, Beneficial Bank Consolidated Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Delaware. Compare plans
- Wilmington Savings Fund Society, Fsb's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.
Read our methodology - how this data is sourced, computed, and verified.