Find an old Wilmington Savings Fund Society, FSB 401(k)

Who to contact about an account in each of the 4 Wilmington Savings Fund Society, FSB plans, from the filings. Free, no sign-up, no Social Security number.

Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan

Wilmington Savings Fund Society, FSB · Plan 002 · EIN 51-0054940 · Wilmington, DE

Active · plan year 2025 filing401(k)
Plan administratorWilmington Savings Fund Society, FSB
500 Delaware Avenue, Wilmington, de 19801
Form 5500 ↗
Recordkeeper (who holds the accounts)Empower Annuity Insurance Company OSchedule C ↗
Former employees with balances628 separated participants still had money in the planForm 5500 ↗

Beneficial Bank Consolidated Pension Plan

Wilmington Savings Fund Society, FSB · Plan 004 · EIN 51-0054940 · Wilmington, DE

Frozen · plan year 2024 filingPension (defined benefit)
Plan administratorWilmington Savings Fund Society, FSB
500 Delaware Avenue, Wilmington, de 19801
Form 5500 ↗
Recordkeeper (who holds the accounts)Sei Investments CompanySchedule C ↗
Former employees with balances439 separated participants still had money in the planForm 5500 ↗

Bryn Mawr Bank Corporation 401(k) Plan

Wilmington Savings Fund Society, FSB · Plan 006 · EIN 51-0054940 · Wilmington, DE

Terminated · plan year 2022 filing401(k)
Plan administratorWilmington Savings Fund Society, FSB
500 Delaware Avenue, Wilmington, de 19801
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances0 separated participants still had money in the planForm 5500 ↗
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

First Penn Bank Pension Plan and Trust

Wilmington Savings Fund Society, FSB · Plan 005 · EIN 51-0054940 · Wilmington, DE

Terminated · plan year 2021 filingPension (defined benefit)
Plan administratorWilmington Savings Fund Society, FSB
500 Delaware Avenue, Wilmington, de 19801
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Wilmington Savings Fund Society, FSB 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Wilmington Savings Fund Society, FSB 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Wilmington Savings Fund Society, FSB, (888) 973-7226. The accounts are held by the recordkeeper, Empower Annuity Insurance Company O. Have your Social Security number and dates of employment ready.

What is the Wilmington Savings Fund Society, FSB 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (888) 973-7226.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Wilmington Savings Fund Society, FSB and does not hold accounts. Not financial advice. Report a correction