401(k) · DOL Form 5500 · 2022

Societe Generale (New York) 401(k) Plan

Data updated 2026-08-11

$841M
Total assets
2,011
Participants
99th
Percentile by assets
$418,299
Avg per participant
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Official DOL plan name: Societe Generale Savings and Investment/Retirement Plan · Sponsored by Societe Generale (New York) · New York · Finance & Insurance

$841M in assets, 2,011 participants

Societe Generale (New York)'s Societe Generale Savings and Investment/Retirement Plan reported $841M in total assets and 2,011 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #9,027 in Finance & Insurance (9,261 peers)

Coverage in New York

Societe Generale Savings and Investment/Retirement Plan covers 2,011 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $841M.

$841M
total plan assets (2022 EOY)
2,011
covered participants
99th
percentile by assets (of 139,126 plans)
$418,299
avg assets per participant

The plan reported a net loss of $175M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Societe Generale Savings and Investment/Retirement Plan reports 2,011 participants - 2.5x that state average ($841M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$841M
Net Income-$175M
Employer EIN521128875
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Societe Generale (New York))

$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
Total plan assets by year, all Societe Generale (New York) plans on file
Year Plans Participants Total Assets
2022 2 2,527 $1.1B
2023 2 2,448 $1.2B
2024 2 2,496 $1.3B

Nearby 401(k) Plans in New York

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

Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Societe Generale Sav…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Societe Generale Savings and Investment/Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Societe Generale Savings and Investment/Retirement Plan assets move in 2022?
Societe Generale Savings and Investment/Retirement Plan declined sharply - down 17.2% during 2022, from $1.0B to $841M. Reported net income was -$175M.
How have Societe Generale (New York) plan assets changed over time?
Across 3 plan years on file (2022-2024), Societe Generale (New York)'s sponsor-wide assets grew 22.8%, from $1.1B to $1.3B.
Where does Societe Generale Savings and Investment/Retirement Plan rank by assets among Form 5500 filers?
Societe Generale Savings and Investment/Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Societe Generale Savings and Investment/Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Recreational Equipment, Inc. Retirement and Profit Sharing Plan in WA ($841M, 16,191 participants).

Next read for Societe Generale Savings and Investment/…

Filing takeaways

Ways to act on Societe Generale Savings and Investment/Retirement Plan's numbers.