401(k) · DOL Form 5500 · 2022

Unicredit Bank Ag, Ny Branch 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
142
Participants Small participant base
95th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan · Sponsored by Unicredit Bank Ag, Ny Branch · New York · Finance & Insurance

$171M in assets, 142 participants

Unicredit Bank Ag, Ny Branch's Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan reported $171M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,498 in Finance & Insurance (9,261 peers)

Coverage in New York

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $171M.

#8,498
in Finance & Insurance (9,261 peers)
-25.4%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan's outsized position by total assets

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs every filed plan by assets

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

$170,845,936 Top 5% higher than 95% 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

Unicredit Bank Ag, New York Branch Employees' Deferred Savings 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. Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan sits mid-pack in the medium band (142 participants).

EBSA filing schedule strip

Filing strip 132774123 · Unicredit Bank Ag, Ny Branch PY 2022 · 401(k)

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan · $171M · 142 · 95th

  • EBSA $171M
  • PART 142
  • TYPE 95th
  • NET 401(k)
  • BOOK near Partner Reinsurance Company of the U.S. 401(k) Plan
  • VS-ST ind #8498

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 →

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan in the asset neighbourhood

Diversified Service Options, Inc. Dba Guidewell Source 401(k) Savings PlanDiversified Service Options,…$171MGreat Lakes Dredge & Dock Company, LLC 401(k) Savings PlanGreat Lakes Dredge & Dock Co…$171MUnicredit Bank Ag, New York Branch Employees' Deferred Savings PlanUnicredit Bank Ag, New York …$171MPartner Reinsurance Company of the U.S. 401(k) PlanPartner Reinsurance Company …$171MDuquesne Light Holdings, Inc. 401(k) Retirement Savings PlanDuquesne Light Holdings, Inc…$171M
End-of-year total assets ($M) among Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$171M
Net Income-$58M
Employer EIN132774123
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unicredit Bank Ag, Ny Branch)

Sponsor-wide plan assets over time

All Unicredit Bank Ag, Ny Branch plans reported in each filing year

Latest sponsor-wide plan assets
$220M 28.899953464506172% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $171M $220M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 142 $171M
2023 1 114 $191M
2024 1 107 $220M

Nearby 401(k) Plans in New York

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

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan, Total assets ($B): 0.170845936 · Participants: 142Unicredit Bank Ag, New York Branch Employees' Deferred Savings 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
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan side-by-side with 3 peers →

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Partner Reinsurance Company of the U.S. 401(k) Plan in CT ($171M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan assets move in 2022? ▼
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan declined sharply - down 25.4% during 2022, from $229M to $171M. Reported net income was -$58M.
How have Unicredit Bank Ag, Ny Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unicredit Bank Ag, Ny Branch's sponsor-wide assets grew 28.9%, from $171M to $220M.
Where does Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Partner Reinsurance Company of the U.S. 401(k) Plan in CT ($171M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 132774123.

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.