401(k) · DOL Form 5500 · 2024
Apple Bank 401(k) Plan
Data updated 2026-08-11
- $171M
- Total assets
- 1,347
- Participants
- 94th
- Percentile by assets
- $126,925
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $171M
- total plan assets (2024 EOY)
- 1,347
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $126,925
- avg assets per participant
Where Apple Bank for Savings 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Apple Bank for Savings 401(k) Plan vs the 2024 asset distribution
By assets, Apple Bank for Savings 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $26M |
| Employer EIN | 130822710 |
| Plan Effective Date | 1973-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Apple Bank)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Apple Bank for Savings 401(k) Plan by total assets, not by location.
- Laureate Education, Inc. 401(k) Retirement Savings Plan (FL) $171M · 56
- Highgate Hotels 401(k) Plan (TX) $171M · 10,244
- Ball Horticultural Company Profit Sharing Retirement Plan (IL) $171M · 762
- United Urology Group Retirement Plan (MD) $171M · 1,187
Frequently Asked Questions
How did Apple Bank for Savings 401(k) Plan assets move in 2024? ▼
How have Apple Bank plan assets changed over time? ▼
Where does Apple Bank for Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Apple Bank for Savings 401(k) Plan? ▼
Next read for Apple Bank for Savings 401(k) Plan
Scale reading
Ways to act on Apple Bank for Savings 401(k) Plan's numbers.
- By total assets, Apple Bank for Savings 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Apple Bank's sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Finance & Insurance plans