401(k) · DOL Form 5500 · 2022

Australia & New Zealand Banking Group Limited (Anz) 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
130
Participants Small participant base
88th
Percentile by assets National rank
$407,869
Avg per participant High balance/head
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Official DOL plan name: Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · Sponsored by Australia & New Zealand Banking Group Limited (Anz) · New York · Finance & Insurance

$53M in assets, 130 participants

Australia & New Zealand Banking Group Limited (Anz)'s Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported $53M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,547 in Finance & Insurance (9,261 peers)

Coverage in New York

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $53M.

#7,547
in Finance & Insurance (9,261 peers)
-21.4%
assets change YoY
0.5×
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.

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's outsized position by total assets

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs every filed plan by assets

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

$53,022,979 Top 12% higher than 88% 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

Australia and New Zealand Banking Group Ltd. Retirement Savings 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. Australia and New Zealand Banking Group Ltd. Retirement Savings Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 132623463 · Australia & New Zealand Banking Group Limited (Anz) PY 2022 · 401(k)

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · $53M · 130 · 88th

  • PHOTO $53M
  • PHOTO 130
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Avon Rubber and Plastics, Inc. Employees Retirement Plan
  • PHOTO ind #7547

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 →

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan in the asset neighbourhood

Hannibal Clinic Operations, LLC 401(k) Profit Sharing PlanHannibal Clinic Operations, …$53MQuality Oil Company 401(k) and Profit Sharing PlanQuality Oil Company 401(k) a…$53MAustralia and New Zealand Banking Group Ltd. Retirement Savings PlanAustralia and New Zealand Ba…$53MAvon Rubber and Plastics, Inc. Employees Retirement PlanAvon Rubber and Plastics, In…$53MGrow Financial Federal Credit Union 401(k) PlanGrow Financial Federal Credi…$53M
End-of-year total assets ($M) among Australia and New Zealand Banking Group Ltd. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$53M
Net Income-$14M
Employer EIN132623463
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Australia & New Zealand Banking Group Limited (Anz))

Sponsor-wide plan assets over time

All Australia & New Zealand Banking Group Limited (Anz) plans reported in each filing year

Latest sponsor-wide plan assets
$71M 33.900188821906816% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53M $71M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 130 $53M
2023 1 140 $66M
2024 1 148 $71M

Nearby 401(k) Plans in New York

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

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Australia and New Zealand Banking Group Ltd. Retirement Savings Plan, Total assets ($B): 0.053022979 · Participants: 130Australia and New Zealand Banking Group Ltd. Retirement Savings 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
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Australia and New Zealand Banking Group Ltd. Retirement Savings Plan side-by-side with 3 peers →

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Avon Rubber and Plastics, Inc. Employees Retirement Plan in MI ($53M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Australia and New Zealand Banking Group Ltd. Retirement Savings Plan assets move in 2022? ▼
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan declined sharply - down 21.4% during 2022, from $67M to $53M. Reported net income was -$14M.
How have Australia & New Zealand Banking Group Limited (Anz) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Australia & New Zealand Banking Group Limited (Anz)'s sponsor-wide assets grew 33.9%, from $53M to $71M.
Where does Australia and New Zealand Banking Group Ltd. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan ranks in the 88th 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 Australia and New Zealand Banking Group Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avon Rubber and Plastics, Inc. Employees Retirement Plan in MI ($53M, 651 participants).
Which 401(k) plans cover a similar participant headcount to Australia and New Zealand Banking Group Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 132623463.

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.