401(k) · DOL Form 5500 · 2022

Israel Discount Bank of New York 401(k) Plan

Data updated 2026-08-11

$122M
Total assets
532
Participants
94th
Percentile by assets
$229,176
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$122M
total plan assets (2022 EOY)
532
covered participants
94th
percentile by assets (of 139,126 plans)
$229,176
avg assets per participant

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.

Where Israel Discount Bank of New York Savings and Investment Plan sits 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 $2,010,000,000 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

State

Israel Discount Bank of New York Savings and Investment Plan vs the 2022 asset distribution

By assets, Israel Discount Bank of New York Savings and Investment Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

$100M$120M$140M$160M$180M 202220232024 $122M $166M ▲ +35.8%
Total plan assets by year, all Israel Discount Bank of New York plans on file
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

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…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Israel Discount Bank of New York Savings and Investment 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 Israel Discount Bank of New York Savings and Investment Plan by total assets, not by location.

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).

Next read for Israel Discount Bank of New York Savings…

Scale reading

Ways to act on Israel Discount Bank of New York Savings and Investment Plan's numbers.

  • By total assets, Israel Discount Bank of New York Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Israel Discount Bank of New York's sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Finance & Insurance plans