401(k) Monitor

Banks and lenders 401(k) plans with 100 to 499 participants

6 large 401(k) plans in banks and lenders reported 100 to 499 participants on their latest Form 5500 and have a page here. All of them are listed here, ranked by active participants.

Active participants means people still building up a balance, which is the count Form 5500 reports separately from total participants. Every row links to its own page, where the figures below come with the filing they were read from. The site reads every large filing in the DOL data and publishes a page for a part of it.

The plans

Ranked by active participants, the same order the site publishes plan pages in. Assets are Schedule H total assets at end of plan year, in USD. Cost per participant is plan-paid administrative expense, and a filing that itemized none says so instead of showing a zero.
#PlanStateActiveAssetsCost / participant
1Kennebunk Savings Bank 401(k) PlanKennebunk Savings BankME343$35.9M$36.45
2Publix Employees Federal Credit Union 401(k) Profit Sharing Plan And TrustPublix Employees Federal Credit UnionFL259$18.1M$247.84
3Northrop Grumman Federal Credit Union 401(k) PlanNorthrop Grumman Federal Credit UnionCA248$21.9M$184.55
4Plumas Bank 401(k) Profit Sharing PlanPlumas BankCA192$26.7M$230.55
5Southwest Airlines Federal Credit Union 401(k) PlanSouthwest Airlines Federal Credit UnionTX111$10.7M$125.48
6Alec 401(k) Retirement PlanAbbott Laboratories Ees C/UIL94$13.7M$311.70

Other plan sizes in Banks and lenders

Fees per participant fall as plans get bigger, so the useful comparison is inside a size band rather than across them.

500 to 999 participants (1)1,000 to 4,999 participants (5)5,000 or more participants (53)

Back to Banks and lenders

Banks and lenders 401(k) plans has the median plan-paid fee, the largest plans, and the other size bands. The whole directory starts at industries.