Defined Benefit (Pension) · DOL Form 5500 · 2022

Bank Hapoalim B.M. Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
97
Participants Small participant base
90th
Percentile by assets National rank
$649,443
Avg per participant High balance/head
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Official DOL plan name: Bank Hapoalim B.M. Pension Plan · Sponsored by Bank Hapoalim B.M. · New York · Finance & Insurance

$63M in assets, 97 participants

Bank Hapoalim B.M.'s Bank Hapoalim B.M. Pension Plan reported $63M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,739 in Finance & Insurance (9,261 peers)

Where Bank Hapoalim B.M. Pension Plan sits by assets

Bank Hapoalim B.M. Pension Plan sits in the top 10% of all filed plans by assets, $63M for 97 participants (~$649,443/participant), down 24.8% in 2022.

#7,739
in Finance & Insurance (9,261 peers)
-24.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Hapoalim B.M. Pension Plan's outsized position by total assets

Bank Hapoalim B.M. Pension Plan vs every filed plan by assets

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

$62,995,954 Top 10% higher than 90% 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. Pension Plan among smaller 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. Pension Plan is a small filing (97 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132775750 · Bank Hapoalim B.M. PY 2022 · Defined Benefit (Pension)

Bank Hapoalim B.M. Pension Plan · $63M · 97 · 90th

  • RANK $63M
  • PHOTO 97
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Accuride Consolidated Employee Pension Plan
  • ASSETS ind #7739

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. Pension Plan in the asset neighbourhood

Sheet Metal Workers Local 224 Pension FundSheet Metal Workers Local 22…$63MAltec Industries, Inc. Associates' Pension PlanAltec Industries, Inc. Assoc…$63MIntl Brotherhood of Elec Work. Loc 58 Sound & CommunicationsIntl Brotherhood of Elec Wor…$63MAccuride Consolidated Employee Pension PlanAccuride Consolidated Employ…$63MBank Hapoalim B.M. Pension PlanBank Hapoalim B.M. Pension P…$63M
End-of-year total assets ($M) among Bank Hapoalim B.M. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$63M
Net Income-$21M
Employer EIN132775750
Plan Effective Date1982-01-01
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Bank Hapoalim B.M. Pension Plan, Total assets ($B): 0.062995954 · Participants: 97Bank Hapoalim B.M. Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bank Hapoalim B.M. Pension Plan side-by-side with 3 peers →

Bank Hapoalim B.M. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Accuride Consolidated Employee Pension Plan in IN ($63M); by covered participants it is Robins Kaplan LLP Defined Benefit Pension Plan in MN (97 participants). Same-state nearby plans are listed separately above.

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. Pension Plan assets move in 2022? ▼
Bank Hapoalim B.M. Pension Plan declined sharply - down 24.8% during 2022, from $84M to $63M. Reported net income was -$21M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Bank Hapoalim B.M. Pension Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Accuride Consolidated Employee Pension Plan in IN ($63M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Robins Kaplan LLP Defined Benefit Pension Plan in MN (97 participants, $36M 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.