401(k) · DOL Form 5500 · 2022

Amalgamated Bank 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
57
Participants Small participant base
49th
Percentile by assets National rank
$81,713
Avg per participant Below avg balance/head
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Official DOL plan name: Amalgamated Bank 401(k) Plan for Collectively Bargained Employees · Sponsored by Amalgamated Bank · New York · Finance & Insurance

$5M in assets, 57 participants

Amalgamated Bank's Amalgamated Bank 401(k) Plan for Collectively Bargained Employees reported $5M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,164 in Finance & Insurance (9,261 peers)

Amalgamated Bank multi-year trail

Amalgamated Bank's plans moved +31.6% in assets from 2022 to 2024; this filing shows Amalgamated Bank 401(k) Plan for Collectively Bargained Employees at $5M / 57 participants.

#3,164
in Finance & Insurance (9,261 peers)
-26.4%
assets change YoY

The plan reported a net loss of $1M 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 Collectively Bargained Employees's mid-pack asset rank among Finance & Insurance and all filers

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

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

$4,657,627 49th percentile higher than 49% 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 Collectively Bargained Employees among smaller 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 Collectively Bargained Employees is a small filing (57 participants) on this national headcount ladder.

Form 5500 schedule snapshot

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

Amalgamated Bank 401(k) Plan for Collectively Bargained Employees · $5M · 57 · 49th

  • ASSETS $5M
  • PCT 57
  • EIN 49th
  • RANK 401(k)
  • PHOTO near Surack Enterprises Corp 401(k) Plan
  • IND ind #3164

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 Collectively Bargained Employees in the asset neighbourhood

Amalgamated Bank 401(k) Plan for Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$5MSurack Enterprises Corp 401(k) PlanSurack Enterprises Corp 401(…$5MChesapeake Bancorp ESOP with 401(k) ProvisionsChesapeake Bancorp ESOP with…$5MDavidson Day School Retirement PlanDavidson Day School Retireme…$5MCommunity Action Agency of South Central Michigan 401(k) Profit Sharing PlanCommunity Action Agency of S…$5M
End-of-year total assets ($M) among Amalgamated Bank 401(k) Plan for Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Amalgamated Bank multi-year asset trail

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

Amalgamated Bank filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN134920330
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

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 Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Amalgamated Bank 401(k) Plan for Collectively Bargained Employees, Total assets ($B): 0.004657627 · Participants: 57Amalgamated Bank 401(k) Plan for 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 Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amalgamated Bank 401(k) Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Surack Enterprises Corp 401(k) Plan in IN ($5M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Collectively Bargained Employees assets move in 2022? ▼
Amalgamated Bank 401(k) Plan for Collectively Bargained Employees declined sharply - down 26.4% during 2022, from $6M to $5M. Reported net income was -$1M.
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.
Which 401(k) plans are similar in size to Amalgamated Bank 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Surack Enterprises Corp 401(k) Plan in IN ($5M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Bank 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M 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 134920330.

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.