Banks and lenders 401(k) plans with 500 to 999 participants, page 2
334 large 401(k) plans sit in banks and lenders and reported 500 to 999 participants on their latest Form 5500. This page lists numbers 251 to 334, 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
| # | Plan | State | Active | Assets | Cost / participant |
|---|---|---|---|---|---|
| 251 | 401(k) Plan For Dfh CompaniesEmbrace Home Loans, Inc. | RI | 425 | $82.7M | $37.93 |
| 252 | Ccb 401(k) Retirement PlanCountry Club Bank | MO | 424 | $76.2M | $275.53 |
| 253 | Together Credit Union 401(k) PlanTogether Credit Union | MO | 423 | $52.4M | $78.40 |
| 254 | Banco Do Brasil Employee Retirement PlanBanco Do Brasil | FL | 423 | $33.6M | $112.93 |
| 255 | Figure 401(k) PlanFigure Technology Solutions | CA | 423 | $18.0M | $91.68 |
| 256 | Westconsin Credit Union Capital Accumulation PlanWestconsin Credit Union | WI | 422 | $78.2M | $293.77 |
| 257 | Industry Bancshares, Inc. 401(k) Employee Stock Ownership PlanIndustry Bancshares Inc. | TX | 421 | $31.8M | $126.12 |
| 258 | Forum Credit Union 401(k) PlanForum Credit Union | IN | 419 | $62.5M | $23.14 |
| 259 | Community Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Union | MI | 419 | $39.9M | $239.72 |
| 260 | Whatcom Educational Credit Union Retirement PlanWhatcom Educational Credit Union | WA | 418 | $71.7M | $238.43 |
| 261 | Armstrong Bank 401(k) Profit Sharing PlanArmstrong Bank | OK | 418 | $48.5M | $329.57 |
| 262 | Marine Credit Union 401(k) PlanMarine Credit Union | WI | 418 | $37.3M | $266.73 |
| 263 | Americu Employee Retirement PlanAmericu Credit Union | NY | 418 | $36.9M | $92.09 |
| 264 | Independence Bancshares, Inc. Employee Stock Ownership Plan (With 401(k) Provisions)Independence Bancshares, Inc. | KY | 417 | $87.0M | $192.29 |
| 265 | Centra Credit Union 401(k) Plan And TrustCentra Credit Union | IN | 417 | $24.9M | $205.31 |
| 266 | Corning Federal Credit Union 401(k) PlanCorning Federal Credit Union | NY | 414 | $81.4M | $189.09 |
| 267 | Prosper Marketplace, Inc. 401(k) PlanProsper Marketplace, Inc. | CA | 410 | $61.2M | $117.54 |
| 268 | Sba Defined Contribution Plan For Citizens And Farmers BankCitizens And Farmers Bank | VA | 410 | $60.5M | $615.01 |
| 269 | Jsc Federal Credit Union 401(k) Plan And TrustJsc Federal Credit Union | TX | 409 | $24.3M | $154.65 |
| 270 | Harborone 401(k) PlanHarborone Bank | MA | 407 | $80.3M | $235.02 |
| 271 | First Citizens Community Bank Profit Sharing PlanFirst Citizens Community Bank | PA | 407 | $43.0M | $159.49 |
| 272 | Minnwest Corporation 401(k) PlanMinnwest Corporation | MN | 404 | $72.5M | $215.68 |
| 273 | Profit Sharing & 401(k) Plan Of Safra National Bank Of New YorkSafra National Bank Of New York | NY | 402 | $91.9M | $56.49 |
| 274 | University First Federal Credit Union 401(k) Retirement PlanUniversity First Federal Credit Union | UT | 402 | $37.1M | $329.07 |
| 275 | Credit Union Of Colorado 401(k) Retirement PlanCredit Union Of Colorado | CO | 401 | $60.2M | $26.81 |
| 276 | Sound Credit Union 401(k) Retirement Savings Plan And TrustSound Credit Union | WA | 401 | $58.3M | $200.56 |
| 277 | Ih Mississippi Valley Credit Union 401(k) Plan & TrustIh Mississippi Valley Credit Union | IL | 401 | $41.1M | $306.77 |
| 278 | Allegacy Retirement Savings PlanAllegacy Federal Credit Union | NC | 400 | $51.6M | $151.78 |
| 279 | First Community Credit Union 401(k) Retirement PlanFirst Community Credit Union | TX | 400 | $37.5M | $223.69 |
| 280 | First Bank Corp Employees Profit Sharing PlanFirst Bank Corp | AR | 399 | $74.8M | $254.07 |
| 281 | Ttcu Retirement PlanTtcu Federal Credit Union | OK | 395 | $49.3M | $18.60 |
| 282 | Lending Solutions 401(k) PlanLending Solutions, Inc. | IL | 395 | $18.4M | $125.00 |
| 283 | Platte Valley Financial Service Companies Inc. Employee Stock Ownership PlanPlatte Valley Financial Service Companies, Inc. | NE | 394 | $44.7M | $92.04 |
| 284 | Varo Retirement PlanVaro Money, Inc. | CA | 392 | $23.7M | $140.04 |
| 285 | Farmers Bank And Trust Company 401(k) And Employee Stock Ownership Plan And TrustMagnolia Banking Corporation And Farmers Bank And Trust Company | AR | 390 | $31.2M | $26.29 |
| 286 | Citizens & Northern Corporation Savings & Retirement PlanCitizens & Northern Corporation | PA | 388 | $75.3M | not itemized |
| 287 | Lighthouse Credit Union 401(k) Retirement Savings PlanLighthouse Federal Credit Union | NH | 387 | $39.9M | $7.14 |
| 288 | Bou Bancorp, Inc. Employee Stock Ownership Plan With 401(k) ProvisionsBou Bancorp, Inc. | UT | 385 | $75.1M | $16.77 |
| 289 | Churchill Mortgage Corporation 401(k) Profit Sharing PlanChurchill Mortgage Corporation | TN | 385 | $19.7M | $124.77 |
| 290 | Gordon Brothers Profit-Sharing PlanGordon Brothers Group, LLC | MA | 384 | $121.3M | $17.04 |
| 291 | Union Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank | CT | 381 | $76.9M | $297.54 |
| 292 | Ctbc Bank Corp. (USA) 401(k) Profit Sharing PlanCtbc Bank Corp. (USA) | CA | 378 | $74.8M | $8.04 |
| 293 | The Change Company Cdfi LLC 401(k) PlanThe Change Company Cdfi LLC | CA | 378 | $32.4M | $90.47 |
| 294 | National Exchange Bank And Trust Employees' Tax Savings PlanNeb Corporation | WI | 373 | $87.6M | $8.82 |
| 295 | Black Hills Federal Credit Union 401(k) PlanBlack Hills Federal Credit Union | SD | 372 | $60.3M | $148.14 |
| 296 | Federal Home Loan Bank Of Des Moines 401(k) Savings PlanFederal Home Loan Bank Of Des Moines | IA | 369 | $144.7M | $158.07 |
| 297 | Opportunity Bank Of Montana Profit Sharing Plan & TrustOpportunity Bank Of Montana | MT | 369 | $40.0M | $69.97 |
| 298 | Aberdeen Proving Ground Federal Credit Union 401(k) PlanAberdeen Proving Ground Federal Credit Union | MD | 367 | $38.0M | $44.53 |
| 299 | Bank First Retirement PlanBank First Corporation | WI | 366 | $67.9M | $338.49 |
| 300 | Lake Ridge Bank 401(k) PlanLake Ridge Bank | WI | 366 | $66.2M | not itemized |
| 301 | First Home Mortgage Corporation 401(k) PlanFirst Home Mortgage Corporation | MD | 358 | $66.9M | $139.70 |
| 302 | Bankwest 401(k) PlanBankwest, Inc. | SD | 357 | $58.8M | $36.08 |
| 303 | Exchange Bank Savings And Profit Sharing PlanExchange Bank | CA | 354 | $107.7M | $13.40 |
| 304 | First Guaranty Bank Savings PlanFirst Guaranty Bank, Inc. | LA | 354 | $16.2M | $53.73 |
| 305 | Bellco Credit Union 401(k) Salary Reduction PlanBellco Credit Union | CO | 353 | $49.8M | $11.43 |
| 306 | Burke & Herbert Bank & Trust Company Investment And Savings PlanBurke & Herbert Bank | VA | 352 | $67.5M | $29.77 |
| 307 | Northfield Bank Employee Savings PlanNorthfield Bank | NJ | 350 | $37.4M | $163.48 |
| 308 | Ion Financial, Mhc 401(k) PlanIon Financial, Mhc | CT | 349 | $50.8M | $128.87 |
| 309 | Heritage Commerce Corp 401(k) Savings PlanHeritage Commerce Corp | CA | 343 | $87.1M | $151.44 |
| 310 | Nova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment Corporation | AZ | 335 | $38.9M | $99.01 |
| 311 | Firstbank 401(k) Retirement Plan For Residents Of The U.S. Virgin Islands And The USAFirstbank Of Puerto Rico | PR | 329 | $26.1M | $15.58 |
| 312 | Elevate Credit, Inc. 401(k) PlanElevate Credit Service, LLC | TX | 314 | $65.6M | $27.66 |
| 313 | Click N' Close, Inc. 401(k) PlanClick N' Close, Inc. | TX | 285 | $24.6M | $113.17 |
| 314 | Bayfirst National Bank 401(k) PlanBayfirst National Bank | FL | 285 | $19.7M | $47.54 |
| 315 | Royal United Mortgage LLC 401(k) PlanRoyal United Mortgage, LLC | IN | 277 | $18.6M | $230.45 |
| 316 | Newday USA Retirement PlanNew Day Financial, LLC | FL | 276 | $26.6M | $119.56 |
| 317 | Sun West Mortgage Co., 401(k) PlanSun West Mortgage Company, Inc. | CA | 271 | $16.2M | $175.86 |
| 318 | The Adirondack Trust Company Employee Stock Ownership PlanThe Adirondack Trust Company | NY | 268 | $77.6M | $12.25 |
| 319 | Pollen, Inc. Employees Savings Trust PlanPollen, Inc. | MO | 262 | $35.7M | $157.33 |
| 320 | First Savings Bank Employees' Savings & Profit Sharing PlanFirst Savings Bank | IN | 253 | $40.0M | $246.71 |
| 321 | North American Savings Bank, F.S.B. Savings And Retirement PlanNorth American Savings Bank, F.S.B. | MO | 247 | $53.5M | $255.12 |
| 322 | Bluevine Inc. 401(k) PlanBluevine Inc. | NJ | 243 | $19.8M | $52.86 |
| 323 | Avant, LLC 401(k) PlanAvant, LLC. | IL | 233 | $27.7M | $84.14 |
| 324 | Lendingpoint LLC 401(k) PlanLendingpoint LLC | GA | 207 | $10.9M | $163.59 |
| 325 | Veritas Funding. LLC Retirement PlanVeritas Funding, LLC | UT | 138 | $12.0M | $67.67 |
| 326 | Bank Of England Mortgage 401(k) PlanBank Of England | AR | 133 | $32.7M | $285.10 |
| 327 | Island Capital Group LLC 401(k) PlanIsland Capital Group LLC | SC | 105 | $71.6M | $184.70 |
| 328 | Republic Bank 401(k) & Profit Sharing PlanRepublic First Bank | TX | 0 | $36.3M | $150.10 |
| 329 | Cambridge Bancorp Savings Investment PlanCambridge Trust Company | MA | 0 | $140,553 | $406.45 |
| 330 | The Cape Cod Five Cents Savings Bank 401(k) PlanThe Cape Cod Five Cents Savings Bank | MA | 0 | $0 | not itemized |
| 331 | Thrive Mortgage 401(k) PlanThrive Mortgage, LLC | TX | 0 | $0 | $96.08 |
| 332 | Allegiance Bank 401(k) & Profit Sharing PlanAllegiance Bank | TX | 0 | $0 | $23.35 |
| 333 | Amcap 401(k) PlanAmcap Mortgage, Ltd. | TX | 0 | $0 | $188.12 |
| 334 | Envoy Mortgage, Ltd 401(k) PlanEnvoy Mortgage, Ltd | TX | 0 | $0 | $169.58 |
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.
100 to 499 participants (1,599)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.