401(k)
2022 plan-year 401(k) DOL Form 5500

The Allied Irish Bank Capital Accumulation Retirement Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allied Irish Banks, P.L.C. · New York · Management of Enterprises

What the 2023 filing shows

The Allied Irish Bank Capital Accumulation Retirement Plan and Trust holds $42M for 40 participants — about $1.0M per participant, down 19.7% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
40
covered participants
$1.0M
avg assets per participant
-19.7%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
40
State
Industry
Management of Enterprises

What the Filing Says About The Allied Irish Bank Capital Accumulation Retirement Plan and Trust

The Allied Irish Bank Capital Accumulation Retirement Plan and Trust is a 401(k) retirement plan sponsored by Allied Irish Banks, P.L.C., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 40 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 132774656, and the plan has been effective since 2003-01-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2022 to $42M at year-end — a decline of 19.7%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-10,271,208 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$52M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-10,271,208
Plan Type401(k)
Employer EIN132774656
Plan Effective Date2003-01-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Irish Banks, P.L.C.)

Year Plans Participants Total Assets
2022 2 55 $65M
2023 2 50 $74M
2024 2 50 $80M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the The Allied Irish Bank Capital Accumulation Retirement Plan and Trust?
As of the 2022 Form 5500 filing, The Allied Irish Bank Capital Accumulation Retirement Plan and Trust holds $42M in total assets with 40 participants. It is sponsored by Allied Irish Banks, P.L.C..
What type of plan is The Allied Irish Bank Capital Accumulation Retirement Plan and Trust?
The Allied Irish Bank Capital Accumulation Retirement Plan and Trust is a 401(k) plan. It has been effective since 2003-01-23. The plan is filed with the U.S. Department of Labor under EIN 132774656.
Who sponsors the The Allied Irish Bank Capital Accumulation Retirement Plan and Trust?
The Allied Irish Bank Capital Accumulation Retirement Plan and Trust is sponsored by Allied Irish Banks, P.L.C., located in New York. The sponsor's EIN is 132774656 and the plan operates in the Management of Enterprises industry.
How did The Allied Irish Bank Capital Accumulation Retirement Plan and Trust perform in 2022?
The Allied Irish Bank Capital Accumulation Retirement Plan and Trust declined by 19.7% during 2022, moving from $52M to $42M in total assets. Net income was $-10,271,208.
Where can I find official filings for The Allied Irish Bank Capital Accumulation Retirement Plan and Trust?
Official Form 5500 filings for The Allied Irish Bank Capital Accumulation Retirement Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132774656 or plan name at efast.dol.gov.
How does The Allied Irish Bank Capital Accumulation Retirement Plan and Trust compare to other plans?
You can compare The Allied Irish Bank Capital Accumulation Retirement Plan and Trust against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 132774656.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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