401(k) · DOL Form 5500 · 2024

Apple Bank 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
1,347
Participants Near avg headcount
94th
Percentile by assets National rank
$126,925
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apple Bank for Savings 401(k) Plan · Sponsored by Apple Bank · New York · Finance & Insurance

$171M in assets, 1,347 participants

Apple Bank's Apple Bank for Savings 401(k) Plan reported $171M in total assets and 1,347 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,683 in Finance & Insurance (8,549 peers)

Where Apple Bank for Savings 401(k) Plan sits by assets

Apple Bank for Savings 401(k) Plan sits in the top 10% of all filed plans by assets, $171M for 1,347 participants (~$126,925/participant), up 18.0% in 2024.

#7,683
in Finance & Insurance (8,549 peers)
+18.0%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Apple Bank for Savings 401(k) Plan's outsized position by total assets

Apple Bank for Savings 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$170,967,745 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Apple Bank for Savings 401(k) 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. Apple Bank for Savings 401(k) Plan lands in the large band (1,347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apple Bank for Savings 401(k) Plan end-of-year assets rose from $145M in the plan year 2023 filing to $171M in the plan year 2024 filing.
  • Apple Bank for Savings 401(k) Plan reported net income fell from $28M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Apple Bank for Savings 401(k) Plan reported participants rose from 1,284 in the plan year 2023 filing to 1,347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 130822710 · Apple Bank PY 2024 · 401(k)

Apple Bank for Savings 401(k) Plan · $171M · 1,347 · 94th

  • PCT $171M
  • PCT 1,347
  • PCT 94th
  • PCT 401(k)
  • PCT near Laureate Education, Inc. 401(k) Retirement Savings Plan
  • PCT ind #7683

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 New York →

Apple Bank for Savings 401(k) Plan in the asset neighbourhood

Ball Horticultural Company Profit Sharing Retirement PlanBall Horticultural Company P…$171MHighgate Hotels 401(k) Plan$171MApple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$171MLaureate Education, Inc. 401(k) Retirement Savings PlanLaureate Education, Inc. 401…$171MUnited Urology Group Retirement PlanUnited Urology Group Retirem…$171M
End-of-year total assets ($M) among Apple Bank for Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$171M
Net Income$26M
Employer EIN130822710
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Bank)

Sponsor-wide plan assets over time

All Apple Bank plans reported in each filing year

Latest sponsor-wide plan assets
$231M 32.840737432833606% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $174M $231M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 1,488 $174M
2023 2 1,434 $209M
2024 2 1,488 $231M

Nearby 401(k) Plans in New York

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

Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Apple Bank for Savings 401(k) Plan, Total assets ($B): 0.170967745 · Participants: 1347Apple Bank for Savings 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Apple Bank for Savings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Apple Bank for Savings 401(k) Plan side-by-side with 3 peers →

Apple Bank for Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Laureate Education, Inc. 401(k) Retirement Savings Plan in FL ($171M); by covered participants it is Alignment Healthcare USA, LLC 401(k) Plan in CA (1,347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,347 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Apple Bank for Savings 401(k) Plan assets move in 2024? ▼
Apple Bank for Savings 401(k) Plan grew sharply - up 18.0% during 2024, from $145M to $171M. Reported net income was $26M.
How have Apple Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Bank's sponsor-wide assets grew 32.8%, from $174M to $231M.
Where does Apple Bank for Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Apple Bank for Savings 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Apple Bank for Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laureate Education, Inc. 401(k) Retirement Savings Plan in FL ($171M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Apple Bank for Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alignment Healthcare USA, LLC 401(k) Plan in CA (1,347 participants, $60M in assets).

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 130822710.

Read our methodology - how this data is sourced, computed, and verified.

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