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Original filing (PDF)20250903121110NAL0015359825001
DIME BANK
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN OF DIME BANK
Defined-benefit pension plan
Active participants
65
Accounts w/ balance
—
Plan assets (EOY)
$48.3M
Net assets (EOY)
$48.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIME BANK.
Plan sponsor
Name
DIME BANK
EIN
06-0322790
Address
290 SALEM TURNPIKE · NORWICH, CT · 06360
Phone
(860) 859-4306
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $89K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $50K | — |
Investments
22 direct securities· $48.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | $3.3M | $6.2M | 12.9% | |
| Dodge & Cox Income Fund | — | — | $4.9M | $4.4M | 9.1% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | $2.4M | $4.3M | 8.8% | |
| Vanguard Small Cap Index Admiral | — | — | $2.6M | $4.2M | 8.8% | |
| Vanguard Growth Index Fund Admiral | — | — | $2.0M | $3.8M | 7.9% | |
| Schwab Fundamental US Large Index Fund | — | — | $2.5M | $3.8M | 7.9% | |
| Blackrock High Yield Bond Institutional Shares | — | — | $3.1M | $3.0M | 6.1% | |
| American Fund Bond Fund of America R6 | — | — | $3.0M | $2.9M | 6.1% | |
| PIMCO Income Fund Institutional Class | — | — | $2.7M | $2.5M | 5.1% | |
| PIMCO Diversified Income Fund Institutional Class | — | — | $2.5M | $2.5M | 5.1% | |
| Vanguard Developed Markets Index Admiral | — | — | $1.6M | $1.9M | 4.0% | |
| Vanguard Total Bond Market Index Admiral | — | — | $1.7M | $1.5M | 3.1% | |
| Vanguard International Growth Admiral Class | — | — | $1.7M | $1.4M | 2.9% | |
| Blackrock Strat Incm Oppty Port Inst | — | — | $988K | $986K | 2.0% | |
| PIMCO Real Return Fund Institutional Class | — | — | $1.1M | $979K | 2.0% | |
| Invesco Equally Weighted S&P 500 | — | — | $1.0M | $955K | 2.0% | |
| Charles Schwab Bank Schwab Bank Savings | — | — | $937K | $937K | 1.9% | |
| PIMCO RAE Emerging Markets A | — | — | $539K | $481K | 1.0% | |
| Schwab Fundamental International Large Index Fund | — | — | $461K | $481K | 1.0% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class | — | — | $498K | $479K | 1.0% | |
| Dodge & Cox International Stock | — | — | $395K | $478K | 1.0% | |
| Charles Schwab Bank Un-invested cash | — | — | $56K | $56K | 0.1% |