Wilmington Savings Fund Society, FSB 401(k) match, vesting and fees
What Wilmington Savings Fund Society, FSB'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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | KPMG (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Wilmington Savings Fund Society, FSB: employer contribution per participant | $3,838 | |
| Peer median | $3,266 |
| Wilmington Savings Fund Society, FSB: average balance | $105,606 | |
| Peer median | $137,177 |
| Wilmington Savings Fund Society, FSB: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.08% |
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 $185M at the end of plan year 2021 to $305M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,930 | $305M | $11.1M | $3,838 | 0.11% | Not published | Form 5500 ↗ |
| 2024 | 3,739 | $260M | $10.3M | $3,658 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 3,068 | $220M | $9.9M | $3,599 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 2,997 | $179M | $9.4M | $3,745 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 2,170 | $185M | $6.8M | $3,272 | 0.16% | Not published | Form 5500 ↗ |
Other Wilmington Savings Fund Society, FSB plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beneficial Bank Consolidated Pension 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.
| Recordkeeper | Sei Investments Company | Schedule C ↗ |
| Independent auditor | Bowman & Company LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Bryn Mawr Bank Corporation 401(k) 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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
First Penn Bank Pension Plan and Trust
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 | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Wilmington Savings Fund Society, FSB match 401(k) contributions?
The match terms for the Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $11.1M in employer contributions, about $3,838 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wilmington Savings Fund Society, FSB 401(k) match vested?
The vesting schedule for the Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wilmington Savings Fund Society, FSB 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Wilmington Savings Fund Society, FSB.
I left Wilmington Savings Fund Society, FSB. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wilmington Savings Fund Society, FSB, (888) 973-7226) or the recordkeeper, Empower Annuity Insurance Company O. The Wilmington Savings Fund Society, FSB old 401(k) page lists the contacts from every plan filing. Find an old Wilmington Savings Fund Society, FSB 401(k)
Data from the public Form 5500 annual reports Wilmington Savings Fund Society, FSB 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 Wilmington Savings Fund Society, FSB. Not financial advice. Report a correction · Methodology