401(k) · DOL Form 5500 · 2022

Amalgamated Bank 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
190
Participants Below avg headcount
84th
Percentile by assets National rank
$178,315
Avg per participant Above avg balance/head
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Official DOL plan name: Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · Sponsored by Amalgamated Bank · New York · Finance & Insurance

$34M in assets, 190 participants

Amalgamated Bank's Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported $34M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,896 in Finance & Insurance (9,261 peers)

Coverage in New York

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees covers 190 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $34M.

#6,896
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's outsized position by total assets

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs every filed plan by assets

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

$33,879,872 Top 16% higher than 84% 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

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees 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. Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 134920330 · Amalgamated Bank PY 2022 · 401(k)

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · $34M · 190 · 84th

  • 5500 $34M
  • ASSETS 190
  • PCT 84th
  • EIN 401(k)
  • RANK near Skyward Speciality Insurance Group 401(k) Plan
  • PHOTO ind #6896

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 →

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees in the asset neighbourhood

Hfs 401(k) Savings Plan$34MAmalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$34MSkyward Speciality Insurance Group 401(k) PlanSkyward Speciality Insurance…$34MAllsup, LLC Retirement Savings PlanAllsup, LLC Retirement Savin…$34MSdi Services LLC 401(k) Plan$34M
End-of-year total assets ($M) among Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$34M
Net Income-$6M
Employer EIN134920330
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Bank)

Sponsor-wide plan assets over time

All Amalgamated Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 31.61390935099343% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $50.7M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 247 $39M
2023 2 245 $46M
2024 2 270 $51M

Nearby 401(k) Plans in New York

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

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees, Total assets ($B): 0.033879872 · Participants: 190Amalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesIBM 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
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Skyward Speciality Insurance Group 401(k) Plan in TX ($34M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees assets move in 2022?
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees declined sharply - down 15.6% during 2022, from $40M to $34M. Reported net income was -$6M.
How have Amalgamated Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Amalgamated Bank's sponsor-wide assets grew 31.6%, from $39M to $51M.
Where does Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees rank by assets among Form 5500 filers?
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees ranks in the 84th 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 Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees?
Among 401(k) plans in other states, the closest by assets is Skyward Speciality Insurance Group 401(k) Plan in TX ($34M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees?
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M in assets).