401(k) Monitor

Banks and lenders 401(k) plans with 100 to 499 participants, page 7

1,599 large 401(k) plans sit in banks and lenders and reported 100 to 499 participants on their latest Form 5500. This page lists numbers 1,501 to 1,599, 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 plan links to its own page, where the figures below come with the filing they were read from.

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
1,501Dignified Home Loans LLC 401(k) Profit Sharing PlanDignified Home Loans, LLCCA74$7.6M$487.98
1,502First Seacoast Bank Safe Harbor 401(k) PlanFirst Seacoast BankNH74n/anot itemized
1,503Direct Federal Employee Retirement PlanDirect Federal Credit UnionMA73$20.8M$40.88
1,504Signal Financial Federal Credit Union 401(k) PlanSignal Financial Federal Credit UnionMD73$16.6M$426.41
1,505Lsq Group Holdings LLC 401(k) PlanLsq Group Holdings, LLCFL73$14.4M$352.54
1,506Wheelhouse Credit Union 401(k) PlanWheelhouse Credit UnionCA73$8.3M$365.78
1,507Mtc Federal Credit Union 401(k) Plan And TrustMtc Federal Credit UnionSC73$8.1M$496.48
1,508Peoples Savings Bank Employee 401(k) PlanPeoples Savings BankIA73n/anot itemized
1,509The Berkshire Bank 401(k)/Profit Sharing PlanThe Berkshire BankNY72$18.2M$65.09
1,510Sbera 401(k) Plan As Adopted By Winchester Savings BankWinchester Savings BankMA72$11.4M$2.07
1,511First Freedom Bank 401 (K) PlanFirst Freedom BankTN72n/anot itemized
1,512Liberty Bay Credit Union 401(k) Retirement PlanLiberty Bay Credit UnionMA71$31.3M$298.74
1,513Cabrillo Credit Union 401(k) Profit Sharing PlanCabrillo Credit UnionCA71$8.1M$363.43
1,5141st Capital Bank 401(k) Profit Sharing Plan And Trust1st Capital BankCA71$2.0M$286.53
1,515Home Federal Bank Employees' Savings & Profit Sharing Plan And TrustHome Federal BankLA71n/anot itemized
1,516Pioneer Trust Bank, N.A. Profit Sharing PlanPioneer Trust Bank, N.A.OR70$38.9Mnot itemized
1,517Apple River State Bank ESOP With 401(k) ProvisionsApple River State BankIL70n/anot itemized
1,518Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan And TrustFranklin Bank & Trust CompanyKY70n/anot itemized
1,519Dz Bank Ag, New York Branch 401(k) Savings And Investment PlanDz Bank Ag, New York BranchNY69$71.4M$647.72
1,520The Murray Bank 401(k) Employee Stock Ownership PlanThe Murray BankKY69n/anot itemized
1,521Boardwalk Ig 401(k) PlanBoardwalk Ig Management, LLCCA67$15.2M$177.78
1,522Sightline Payments LLC 401(k) PlanSightline Payments LLCNV67$3.4M$26.06
1,523Union State Bank 401(k) Profit Sharing PlanUnion State BankAL67n/anot itemized
1,524Tf Holdings Inc. 401(k) PlanTf Holdings Inc.TX66$16.8M$69.33
1,525Omni Tax Solutions 401(k) PlanSierra Financial Services, Inc. Dba Omni Tax SolutionsCO64n/anot itemized
1,526Vast Bank 401(k) PlanVast BankOK63$7.1M$186.39
1,527Healthcare Associates Credit Union 401(k) And Retirement Savings PlanHealthcare Associates Credit UnionIL62$14.6M$285.78
1,528River City Mortgage, LLC 401(k) P/S PlanRiver City Mortgage, LLCOH61$2.0M$103.93
1,529Citizens Bancshares, Inc. Employee Stock Ownership Plan (With 401(k) Provision)Citizens Bancshares, Inc.OK59n/anot itemized
1,530Extra 401(k) PlanThe Aligned CompanyCA58$507,892$25.71
1,531Sbera 401(k) Plan As Adopted By North Brookfield Savings BankNorth Brookfield Savings BankMA58n/anot itemized
1,532Fort Liberty Federal Credit Union 401(k) Plan And TrustFort Liberty Federal Credit UnionNC57$10.5M$159.11
1,533Hometown Bancshares, Inc. 401(k) Profit Sharing Plan & TrustHometown Bancshares, Inc.WV57n/anot itemized
1,534Tower Community Bank Employee Stock Ownership PlanTower Community BankTN55n/anot itemized
1,535Axia Financial 401(k) PlanAxia Financial, LLCWA53$8.2M$215.01
1,536Jlb Corporation 401(k) Profit Sharing PlanJlb CorporationMO52$12.8M$500.99
1,537American State Bank & Trust Company Of Williston Employee Savings And Stock Ownership PlanAmerican State Bank & Trust CompanyND52n/anot itemized
1,538Paramount Bank 401(k) PlanParamount BankMO51$7.2M$324.31
1,539Inspirus Credit Union 401(k) PlanGesa Credit UnionWA49$27.8M$101.96
1,540Kbc Bank N.V. Savings And Investment PlanKbc Bank N.V.NY48$53.9M$672.94
1,541Oklahoma Educators Credit Union Capital Accumulation PlanOklahoma Educators Credit UnionOK48n/anot itemized
1,542Universal 1 Credit Union, Inc. 401(k) Plan And TrustUniversal 1 Credit Union, Inc.OH47$9.7M$317.38
1,543Go Mortgage, LLC 401(k) Profit Sharing PlanGo Mortgage, LLCWI44$7.4M$142.54
1,544Chickasaw Community Bank 401(k) PlanChickasaw Community BankOK44$6.7M$172.31
1,545Roadsync 401(k) PlanRoadsync, Inc.GA44$1.8M$30.20
1,546The Impac Mortgage Corp. 401(k) Savings PlanImpac Mortgage Holdings, Inc.CA42$21.7M$154.07
1,547Trexie 401(k) PlanTrexie Management, LLCWA41$10.2M$24.11
1,548Aim 401(k) Smart PlanAmerican Internet MortgageCA41$9.2M$98.84
1,549Bank Of Ireland Group U.S. 401(k) Savings PlanThe Governor And Company Of The Bank Of IrelandCT35$31.0M$962.85
1,550Velo-Payments 401(k) PlanVelo-Payments Inc.CA32$14.3M$98.93
1,551Home Federal Savings Bank 401(k) Retirement PlanHome Federal Savings BankMN30$33.3M$264.50
1,552Chicago Mortgage Solutions LLC D/B/A Interfirst Mortgage Company 401(k) PlanChicago Mortgage Solutions LLC D/B/A Interfirst Mortgage CompanyIL18$2.4M$170.40
1,553Mission Loans, LLC 401(k) Profit Sharing PlanMission Loans, LLCCA12$48,541$33.94
1,554Dexia Holdings, Inc. 401(k) And Profit Sharing PlanDexia Holdings, Inc.NY11$48.0M$697.92
1,555The Depository Trust & Clearing Corporation Operations Level Employee Savings PlanThe Depository Trust & Clearing CorporationNJ10$21.6Mnot itemized
1,556Oakland Financial Services, Inc. 401(k) PlanArbor BankNE3$21,991$213.05
1,557Wheatland Bank Employee Stock Ownership Plan With 401(k) ProvisionsWheatland BankWA0$16.2M$3.08
1,558Sente Mortgage Retirement Savings PlanSente MortgageTX0$8.9M$627.86
1,559On Q Financial 401(k) PlanOn Q Financial, LLCAZ0$3.2M$293.39
1,560Community First Bank 401(k) PlanCommunity First BankSC0$3.2M$247.20
1,561Family First Funding, LLC 401(k) PlanFamily First Funding, LLCNJ0$2.0M$165.78
1,562Capstar Bank 401(k) Profit Sharing PlanCapstar BankTN0$20,636$124.62
1,563Rex Real Estate Exchange Inc. 401(k) PlanRex Real Estate Exchange Inc.TX0$7,294$190.87
1,564Penrith Home Loans LLC 401(k) Savings PlanPenrith Home Loans LLCWA0$1,017$77.50
1,565Traditions Bank Retirement PlanTraditions BankPA0$0$346.03
1,566Rtn Federal Credit Union 401(k) Plan IIMerrimack Valley Credit Union As Succ In Int To Rtn Fed Credit UnionMA0$0$56.62
1,567Mainstreet Community Bank Employees' 401(k) Savings PlanMainstreet Community Bank Of FloridaFL0$0$174.54
1,568California Bank Of Commerce Profit Sharing 401(k) PlanCalifornia Bank Of CommerceCA0$0not itemized
1,569Capital City Home Loans 401(k) PlanCapital City Home LoansGA0$0$37.48
1,570401(k) Plan Of Peoplesbank, A Codorus Valley CompanyPeoplesbankPA0$0$86.86
1,571America's Credit Unions 401(k) Savings PlanCredit Union National AssociationWI0$0$528.67
1,572The Muncy Bank & Trust Company 401(k) PlanThe Muncy Bank & Trust CompanyPA0$0$48.75
1,573Ygrene 401(k) PlanYgrene Energy Fund, Inc.FL0$0$102.69
1,574Mann Mortgage, LLC 401(k) PlanMann Mortgage, LLCMT0$0$181.50
1,575Macatawa Bank 401(k) PlanMacatawa BankMI0$0$291.69
1,576Varilease Finance, Inc. 401(k) PlanVarilease Finance, Inc.UT0$0$15.55
1,577Heartland Credit Union Capital Accumulation PlanHeartland Credit UnionWI0$0$349.61
1,578Superior Choice Credit Union 401(k) Plan & TrustSuperior Choice Credit UnionWI0$0$119.07
1,579Monona Bank 401(k) Savings PlanMonona State BankWI0$0not itemized
1,580Hiway Credit Union 401(k) Plan And TrustHiway Credit UnionMN0$0$375.01
1,581Foursight Capital, LLC 401(k) PlanFoursight Capital, LLCUT0$0$199.56
1,582Intellihartx, LLC 401(k) PlanIntellihartx, LLCOH0$0$74.39
1,583Dover Federal Credit Union Employees' 401(k) PlanDover Federal Credit UnionDE0$0$136.15
1,584Partners Bancorp 401(k) PlanPartners BancorpDE0$0$48.03
1,585Vba Defined Contribution Plan For Touchstone BankTouchstone BankVA0$0$518.34
1,586Champions First Credit Union 401(k) Plan And TrustChampions First Credit UnionFL0$0$333.28
1,587Limestone Bancorp, Inc. 401(k) Retirement Savings PlanLimestone Bancorp, Inc.OH0$0$266.61
1,588Simplybank 401(k) PlanSimplybankTN0$0$158.03
1,589Peoples Bank 401(k) Profit Sharing PlanPeoples Bank Of MendenhallMS0$0$212.28
1,590My Community Credit Union Capital Accumulation PlanMy Community Credit UnionTX0$0$284.92
1,591Ntfn, Inc. 401(k) PlanNtfn, Inc.TX0$0$815.37
1,592Community West Bancshares & Subsidiaries Employees' 401(k) Profit Sharing PlanCommunity West BancsharesCA0$0$210.93
1,593Petal Card, Inc. 401(k) PlanPetal Card, Inc.NY0$0$113.75
1,594Above And Beyond 401(k) PlanAbove & Beyond Business Tools For EntrepreneursNJ0$0$158.84
1,595Inbank 401(k) And ESOP Retirement PlanInbankshares, CorpCO0$0$46.26
1,596Wallick & Volk, Inc. 401(k) Profit Sharing Plan And TrustWallick & Volk, Inc.WY0$0$176.76
1,597Universal Lending Corporation 401(k)Universal Lending CorporationCO0$0$218.54
1,598Rivermark Community Credit Union Retirement Savings PlanRivermark Community Credit UnionOR0$0not itemized
1,599Luther Burbank Corporation 401(k) PlanLuther Burbank CorporationCA0$0$147.87

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 (334)1,000 to 4,999 participants (263)5,000 or more participants (68)

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.