401(k) · DOL Form 5500 · 2022

Israel Discount Bank of New York 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
532
Participants Below avg headcount
94th
Percentile by assets National rank
$229,176
Avg per participant Above avg balance/head
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Official DOL plan name: Israel Discount Bank of New York Savings and Investment Plan · Sponsored by Israel Discount Bank of New York · New York · Finance & Insurance

$122M in assets, 532 participants

Israel Discount Bank of New York's Israel Discount Bank of New York Savings and Investment Plan reported $122M in total assets and 532 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,318 in Finance & Insurance (9,261 peers)

Where Israel Discount Bank of New York Savings and Investment Plan sits by assets

Israel Discount Bank of New York Savings and Investment Plan sits in the top 10% of all filed plans by assets, $122M for 532 participants (~$229,176/participant), down 17.9% in 2022.

#8,318
in Finance & Insurance (9,261 peers)
-17.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Israel Discount Bank of New York Savings and Investment Plan's outsized position by total assets

Israel Discount Bank of New York Savings and Investment Plan vs every filed plan by assets

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

$121,921,612 Top 6% higher than 94% 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

Israel Discount Bank of New York Savings and Investment 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. Israel Discount Bank of New York Savings and Investment Plan sits mid-pack in the medium band (532 participants).

EBSA filing schedule strip

Filing strip 135596781 · Israel Discount Bank of New York PY 2022 · 401(k)

Israel Discount Bank of New York Savings and Investment Plan · $122M · 532 · 94th

  • ASSETS $122M
  • PCT 532
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Nd Paper 401(k) Savings Plan
  • IND ind #8318

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 →

Israel Discount Bank of New York Savings and Investment Plan in the asset neighbourhood

Nd Paper 401(k) Savings Plan$122MIsrael Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$122MGreat Plains Health 401(k) Retirement PlanGreat Plains Health 401(k) R…$122MRosendin Electric 401(k) Savings PlanRosendin Electric 401(k) Sav…$122MButterball, LLC Salary & Hourly 401(k) PlanButterball, LLC Salary & Hou…$122M
End-of-year total assets ($M) among Israel Discount Bank of New York Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$122M
Net Income-$27M
Employer EIN135596781
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Israel Discount Bank of New York)

Sponsor-wide plan assets over time

All Israel Discount Bank of New York plans reported in each filing year

Latest sponsor-wide plan assets
$166M 35.84113290759312% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $166M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 532 $122M
2023 1 575 $148M
2024 1 600 $166M

Nearby 401(k) Plans in New York

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

Israel Discount Bank of New York Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Israel Discount Bank of New York Savings and Investment Plan, Total assets ($B): 0.121921612 · Participants: 532Israel Discount Bank of New York Savings and Investment 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
Israel Discount Bank of New York Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Israel Discount Bank of New York Savings and Investment Plan side-by-side with 3 peers →

Israel Discount Bank of New York Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nd Paper 401(k) Savings Plan in IL ($122M); by covered participants it is Phoenix Logistics, LLC 401(k) Plan in AZ (532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Israel Discount Bank of New York Savings and Investment Plan assets move in 2022? ▼
Israel Discount Bank of New York Savings and Investment Plan declined sharply - down 17.9% during 2022, from $148M to $122M. Reported net income was -$27M.
How have Israel Discount Bank of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Israel Discount Bank of New York's sponsor-wide assets grew 35.8%, from $122M to $166M.
Where does Israel Discount Bank of New York Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Israel Discount Bank of New York Savings and Investment Plan ranks in the 94th 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 401(k) plans are similar in size to Israel Discount Bank of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nd Paper 401(k) Savings Plan in IL ($122M, 734 participants).
Which 401(k) plans cover a similar participant headcount to Israel Discount Bank of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Logistics, LLC 401(k) Plan in AZ (532 participants, $26M 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 135596781.

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.