Defined Benefit (Pension) · DOL Form 5500 · 2024

Apple Bank Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
141
Participants Small participant base
86th
Percentile by assets National rank
$427,180
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Apple Bank for Savings · Sponsored by Apple Bank · New York · Finance & Insurance

$60M in assets, 141 participants

Apple Bank's The Retirement Plan of Apple Bank for Savings reported $60M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,715 in Finance & Insurance (8,549 peers)

Coverage in New York

The Retirement Plan of Apple Bank for Savings covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $60M.

#6,715
in Finance & Insurance (8,549 peers)
-5.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retirement Plan of Apple Bank for Savings's outsized position by total assets

The Retirement Plan of Apple Bank for Savings vs every filed plan by assets

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

$60,232,435 Top 14% higher than 86% 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

The Retirement Plan of Apple Bank for Savings 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. The Retirement Plan of Apple Bank for Savings sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Plan of Apple Bank for Savings reported net income fell from $7M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • The Retirement Plan of Apple Bank for Savings reported participants fell from 150 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • The Retirement Plan of Apple Bank for Savings end-of-year assets fell from $64M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 130822710 · Apple Bank PY 2024 · Defined Benefit (Pension)

The Retirement Plan of Apple Bank for Savings · $60M · 141 · 86th

  • BOOK $60M
  • BOOK 141
  • BOOK 86th
  • BOOK Defined Benefit (Pension)
  • BOOK near Duck River Electric Membership Corporation Retirement Plan
  • BOOK ind #6715

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 →

The Retirement Plan of Apple Bank for Savings in the asset neighbourhood

Mechanical Contractors Ua Local 119 Pension PlanMechanical Contractors Ua Lo…$60MAltium Packaging Pension Plan$60MDuck River Electric Membership Corporation Retirement PlanDuck River Electric Membersh…$60MThe Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$60MTopco Associates LLC Pension PlanTopco Associates LLC Pension…$60M
End-of-year total assets ($M) among The Retirement Plan of Apple Bank for Savings and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$60M
Net Income-$3M
Employer EIN130822710
Plan Effective Date1973-03-01
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 Defined Benefit (Pension) Plans in New York

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

The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Retirement Plan of Apple Bank for Savings, Total assets ($B): 0.060232435 · Participants: 141The Retirement Plan of Apple Bank for SavingsIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The Retirement Plan of Apple Bank for Savings vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Retirement Plan of Apple Bank for Savings side-by-side with 3 peers →

The Retirement Plan of Apple Bank for Savings's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Duck River Electric Membership Corporation Retirement Plan in TN ($60M); by covered participants it is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 The Retirement Plan of Apple Bank for Savings assets move in 2024? ▼
The Retirement Plan of Apple Bank for Savings pulled back noticeably - down 5.4% during 2024, from $64M to $60M. Reported net income was -$3M.
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 The Retirement Plan of Apple Bank for Savings rank by assets among Form 5500 filers? ▼
The Retirement Plan of Apple Bank for Savings ranks in the 86th percentile by end-of-year assets among 123,622 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 The Retirement Plan of Apple Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duck River Electric Membership Corporation Retirement Plan in TN ($60M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Apple Bank for Savings? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants, $26M 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.