401(k) · DOL Form 5500 · 2022

Safra National Bank of New York 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
313
Participants Below avg headcount
89th
Percentile by assets National rank
$188,767
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing & 401(k) Plan of Safra National Bank of New York · Sponsored by Safra National Bank of New York · New York · Finance & Insurance

$59M in assets, 313 participants

Safra National Bank of New York's Profit Sharing & 401(k) Plan of Safra National Bank of New York reported $59M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,658 in Finance & Insurance (9,261 peers)

Coverage in New York

Profit Sharing & 401(k) Plan of Safra National Bank of New York covers 313 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $59M.

#7,658
in Finance & Insurance (9,261 peers)
-19.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing & 401(k) Plan of Safra National Bank of New York's outsized position by total assets

Profit Sharing & 401(k) Plan of Safra National Bank of New York vs every filed plan by assets

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

$59,084,037 Top 11% higher than 89% 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

Profit Sharing & 401(k) Plan of Safra National Bank of New York 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. Profit Sharing & 401(k) Plan of Safra National Bank of New York sits mid-pack in the medium band (313 participants).

Form 5500 schedule snapshot

Filing strip 133379508 · Safra National Bank of New York PY 2022 · 401(k)

Profit Sharing & 401(k) Plan of Safra National Bank of New York · $59M · 313 · 89th

  • 5500 $59M
  • ASSETS 313
  • PCT 89th
  • EIN 401(k)
  • RANK near Thrifty Drug Stores Inc. Profit Sharing Plan
  • PHOTO ind #7658

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 →

Profit Sharing & 401(k) Plan of Safra National Bank of New York in the asset neighbourhood

Fujirebio Diagnostics, Inc. Qualified Savings and Retirement PlanFujirebio Diagnostics, Inc. …$59MX-Ray Associates of New Mexico, P. C. 401(k) Profit Sharing Plan and TrustX-Ray Associates of New Mexi…$59MProfit Sharing & 401(k) Plan of Safra National Bank of New YorkProfit Sharing & 401(k) Plan…$59MThrifty Drug Stores Inc. Profit Sharing PlanThrifty Drug Stores Inc. Pro…$59MCardiovascular Medicine, P. C. 401(k) Profit Sharing PlanCardiovascular Medicine, P. …$59M
End-of-year total assets ($M) among Profit Sharing & 401(k) Plan of Safra National Bank of New York and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$59M
Net Income-$14M
Employer EIN133379508
Plan Effective Date1987-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Safra National Bank of New York)

Sponsor-wide plan assets over time

All Safra National Bank of New York plans reported in each filing year

Latest sponsor-wide plan assets
$92M 55.560944489964356% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.1M $91.9M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 313 $59M
2023 1 308 $76M
2024 1 357 $92M

Nearby 401(k) Plans in New York

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

Profit Sharing & 401(k) Plan of Safra National Bank of New York vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Profit Sharing & 401(k) Plan of Safra National Bank of New York, Total assets ($B): 0.059084037 · Participants: 313Profit Sharing & 401(k) Plan of Safra National Bank of New YorkIBM 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
Profit Sharing & 401(k) Plan of Safra National Bank of New York vs. nearby 401(k) plans in New York, assets vs. participants
Compare Profit Sharing & 401(k) Plan of Safra National Bank of New York side-by-side with 3 peers →

Profit Sharing & 401(k) Plan of Safra National Bank of New York's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Thrifty Drug Stores Inc. Profit Sharing Plan in MN ($59M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Profit Sharing & 401(k) Plan of Safra National Bank of New York assets move in 2022? ▼
Profit Sharing & 401(k) Plan of Safra National Bank of New York declined sharply - down 19.4% during 2022, from $73M to $59M. Reported net income was -$14M.
How have Safra National Bank of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safra National Bank of New York's sponsor-wide assets grew 55.6%, from $59M to $92M.
Where does Profit Sharing & 401(k) Plan of Safra National Bank of New York rank by assets among Form 5500 filers? ▼
Profit Sharing & 401(k) Plan of Safra National Bank of New York ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing & 401(k) Plan of Safra National Bank of New York? ▼
Among 401(k) plans in other states, the closest by assets is Thrifty Drug Stores Inc. Profit Sharing Plan in MN ($59M, 1,294 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing & 401(k) Plan of Safra National Bank of New York? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M 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 133379508.

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.