401(k) · DOL Form 5500 · 2024

Savi Financial Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
148
Participants Small participant base
56th
Percentile by assets National rank
$67,290
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savibank 401(k) Retirement Plan & Trust · Sponsored by Savi Financial Corporation · Washington · Finance & Insurance

$10M in assets, 148 participants

Savi Financial Corporation's Savibank 401(k) Retirement Plan & Trust reported $10M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,371 in Finance & Insurance (8,549 peers)

Coverage in Washington

Savibank 401(k) Retirement Plan & Trust covers 148 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $10M.

#3,371
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY

Savibank 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Savibank 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$9,958,968 Top 44% higher than 56% 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

Savibank 401(k) Retirement Plan & Trust 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. Savibank 401(k) Retirement Plan & Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savibank 401(k) Retirement Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $721K in the plan year 2024 filing.
  • Savibank 401(k) Retirement Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823841877 · Savi Financial Corporation PY 2024 · 401(k)

Savibank 401(k) Retirement Plan & Trust · $10M · 148 · 56th

  • SCH $10M
  • SCH 148
  • SCH 56th
  • SCH 401(k)
  • SCH near Pacific Stainless Products, Inc. Employee Savings and Retirement
  • SCH ind #3371

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 Washington →

Savibank 401(k) Retirement Plan & Trust in the asset neighbourhood

Savibank 401(k) Retirement Plan & TrustSavibank 401(k) Retirement P…$10MPacific Stainless Products, Inc. Employee Savings and RetirementPacific Stainless Products, …$10MHyundai Motor Group Metaplant America 401(k) Retirement Plan and TrustHyundai Motor Group Metaplan…$10MConsociate Dansig 401(k) Plan$10MNapili Kai, Ltd. 401(k) Plan$10M
End-of-year total assets ($M) among Savibank 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$721K
Employer EIN823841877
Plan Effective Date2005-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savi Financial Corporation)

Sponsor-wide plan assets over time

All Savi Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$10M 7.807710868727913% vs 2023
2024 filing year
$9M$9.5M$10M$10.5M 20232024 $9.24M $9.96M ▲ +7.8%
Year Plans Participants Total Assets
2023 1 149 $9M
2024 1 148 $10M

Nearby 401(k) Plans in Washington

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

Savibank 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Savibank 401(k) Retirement Plan & Trust, Total assets ($B): 0.009958968 · Participants: 148Savibank 401(k) Retirement Plan & TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Savibank 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Savibank 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Savibank 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Pacific Stainless Products, Inc. Employee Savings and Retirement in OR ($10M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Savibank 401(k) Retirement Plan & Trust assets move in 2024? ▼
Savibank 401(k) Retirement Plan & Trust grew at a solid clip - up 7.8% during 2024, from $9M to $10M. Reported net income was $721K.
How have Savi Financial Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Savi Financial Corporation's sponsor-wide assets grew 7.8%, from $9M to $10M.
Which 401(k) plans are similar in size to Savibank 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Stainless Products, Inc. Employee Savings and Retirement in OR ($10M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Savibank 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 823841877.

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.