Plan5500

Apple Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Apple Bank (EIN 13-0822710) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-0822710
Location
New York, NY
Loaded plans
7
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Apple Bank

  • 7 loaded plans hold $208.5M in reported assets.
  • The largest, Apple Bank For Savings 401(K) Plan, holds 69% of this company's reported plan assets.
  • Plans cover 7,294 reported participants.
  • 2 of 7 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$208.5MSummed across loaded plans$208,516,145
Total reported assets$208.5M$208,516,145
Total reported participants7.3K7,294
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$208.5M total assets
Net assets$208.5MLiabilities$0
Contributions & income
Employer contributions$4.9M
Participant contributions$10.6M
Total income / additions$47M
Expenses & distributions
Benefits paid / distributions$11.6M
Total expenses$12.4M
Net increase / (decrease)$34.5M

Data coverage

Plans with financial statements2 / 7 (29%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets69%Apple Bank For Savings 401(K) Plan
Participants per plan1,042Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apple Bank For Savings 401(K) Plan$144.9M
    Plan #002 · 1,664 participants · 2023
  2. 2
    The Retirement Plan Of Apple Bank For Savings$63.6M
    Plan #001 · 722 participants · 2023
  3. 3
    Apple Bank For Savings Group Long Term Disability Plannot reported in the loaded dataset
    Plan #505 · 1,340 participants · 2023
  4. 4
    Apple Bank For Savings Group Travel Accident Plannot reported in the loaded dataset
    Plan #502 · 1,158 participants · 2023
  5. 5
    Apple Bank For Savings Group Dental Plannot reported in the loaded dataset
    Plan #506 · 858 participants · 2023
  6. 6
    Apple Bank For Savings Medical Plannot reported in the loaded dataset
    Plan #503 · 813 participants · 2023
  7. 7
    Apple Bank For Savings Group Vision Plannot reported in the loaded dataset
    Plan #507 · 739 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Apple Bank. Open one for its full reported snapshot.

  1. 2023
    Apple Bank For Savings Medical Plan813 participants · 2No schedules
    View filing →
  2. 2023
    Apple Bank For Savings Group Long Term Disability Plan1,340 participants · 2No schedules
    View filing →
  3. 2023
    Apple Bank For Savings Group Vision Plan739 participants · 2No schedules
    View filing →
  4. 2023
    Apple Bank For Savings Group Dental Plan858 participants · 2No schedules
    View filing →
  5. 2023
    Apple Bank For Savings 401(K) Plan1,664 participants · 2Sch HSch C
    View filing →
  6. 2023
    Apple Bank For Savings Group Travel Accident Plan1,158 participants · 2No schedules
    View filing →
  7. 2023
    The Retirement Plan Of Apple Bank For Savings722 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Apple Bank report on Form 5500?
Apple Bank (EIN 13-0822710) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Apple Bank?
The Employer Identification Number (EIN) reported for Apple Bank is 13-0822710.
What is the latest Form 5500 filing year for Apple Bank?
The latest loaded Form 5500 filing year for Apple Bank is 2023.

Related Form 5500 pages