401(k) · DOL Form 5500 · 2022

Bank Hapoalim B.M. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
210
Participants Below avg headcount
88th
Percentile by assets National rank
$225,473
Avg per participant Above avg balance/head
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Official DOL plan name: Bank Hapoalim B.M. Employee Savings and Investment Plan · Sponsored by Bank Hapoalim B.M. · New York · Finance & Insurance

$47M in assets, 210 participants

Bank Hapoalim B.M.'s Bank Hapoalim B.M. Employee Savings and Investment Plan reported $47M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,411 in Finance & Insurance (9,261 peers)

Coverage in New York

Bank Hapoalim B.M. Employee Savings and Investment Plan covers 210 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $47M.

#7,411
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Hapoalim B.M. Employee Savings and Investment Plan's outsized position by total assets

Bank Hapoalim B.M. Employee Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$47,349,426 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bank Hapoalim B.M. Employee Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank Hapoalim B.M. Employee Savings and Investment Plan sits mid-pack in the medium band (210 participants).

Form 5500 schedule snapshot

Filing strip 132775750 · Bank Hapoalim B.M. PY 2022 · 401(k)

Bank Hapoalim B.M. Employee Savings and Investment Plan · $47M · 210 · 88th

  • IND $47M
  • EOY 210
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Orasure Technologies, Inc. 401(k) Plan
  • EIN ind #7411

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Bank Hapoalim B.M. Employee Savings and Investment Plan in the asset neighbourhood

Game Show Network 401(k) & Profit Sharing PlanGame Show Network 401(k) & P…$47MEmpire Today, LLC 401(k) Profit Sharing PlanEmpire Today, LLC 401(k) Pro…$47MHanwha Aerospace USA LLC 401(k) PlanHanwha Aerospace USA LLC 401…$47MBank Hapoalim B.M. Employee Savings and Investment PlanBank Hapoalim B.M. Employee …$47MOrasure Technologies, Inc. 401(k) PlanOrasure Technologies, Inc. 4…$47M
End-of-year total assets ($M) among Bank Hapoalim B.M. Employee Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$47M
Net Income-$8M
Employer EIN132775750
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Hapoalim B.M.)

Sponsor-wide plan assets over time

All Bank Hapoalim B.M. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 15.278846291525753% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $110M $127M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 307 $110M
2023 2 312 $124M
2024 2 324 $127M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bank Hapoalim B.M. Employee Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bank Hapoalim B.M. Employee Savings and Investment Plan, Total assets ($B): 0.047349426 · Participants: 210Bank Hapoalim B.M. Employee Savings and Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bank Hapoalim B.M. Employee Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bank Hapoalim B.M. Employee Savings and Investment Plan side-by-side with 3 peers →

Bank Hapoalim B.M. Employee Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Orasure Technologies, Inc. 401(k) Plan in PA ($47M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bank Hapoalim B.M. Employee Savings and Investment Plan assets move in 2022? ▼
Bank Hapoalim B.M. Employee Savings and Investment Plan pulled back noticeably - down 14.9% during 2022, from $56M to $47M. Reported net income was -$8M.
How have Bank Hapoalim B.M. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Hapoalim B.M.'s sponsor-wide assets grew 15.3%, from $110M to $127M.
Where does Bank Hapoalim B.M. Employee Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Bank Hapoalim B.M. Employee Savings and Investment Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bank Hapoalim B.M. Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orasure Technologies, Inc. 401(k) Plan in PA ($47M, 439 participants).
Which 401(k) plans cover a similar participant headcount to Bank Hapoalim B.M. Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132775750.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.