William Penn Bank 401(k) match, vesting and fees
What William Penn Bank's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sr Snodgrass PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 36,575 defined-contribution plans in finance and insurance with fewer than 100 participants.
| William Penn Bank: employer contribution per participant | $2,095 | |
| Peer median | $2,959 |
| William Penn Bank: average balance | $92,826 | |
| Peer median | $95,949 |
| William Penn Bank: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.5M at the end of plan year 2021 to $8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 86 | $8M | $180K | $2,095 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 114 | $11.3M | $429K | $3,794 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 114 | $9.7M | $444K | $3,931 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 131 | $8.8M | $436K | $3,515 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 134 | $9.5M | $369K | $3,184 | 0.04% | Not published | Form 5500 ↗ |
Other William Penn Bank plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
William Penn Bank Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does William Penn Bank match 401(k) contributions?
The match terms for the William Penn Bank 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $180K in employer contributions, about $2,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the William Penn Bank 401(k) match vested?
The vesting schedule for the William Penn Bank 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the William Penn Bank 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is William Penn Bank.
I left William Penn Bank. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (William Penn Bank, (215) 269-1200) or the recordkeeper, Fidelity Investments Institutional. The William Penn Bank old 401(k) page lists the contacts from every plan filing. Find an old William Penn Bank 401(k)
Data from the public Form 5500 annual reports William Penn Bank filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with William Penn Bank. Not financial advice. Report a correction · Methodology