401(k) · DOL Form 5500 · 2022

Board of Trustees of the Amalgamated Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
432
Participants Below avg headcount
89th
Percentile by assets National rank
$138,507
Avg per participant Near avg balance/head
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Official DOL plan name: Savings Plan for Employees of the Amalgamated Life Insurance Company · Sponsored by Board of Trustees of the Amalgamated Life Insurance Company · New York · Finance & Insurance

$60M in assets, 432 participants

Board of Trustees of the Amalgamated Life Insurance Company's Savings Plan for Employees of the Amalgamated Life Insurance Company reported $60M in total assets and 432 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.

  • #7,673 in Finance & Insurance (9,261 peers)

Where Savings Plan for Employees of the Amalgamated Life Insurance Company sits by assets

Savings Plan for Employees of the Amalgamated Life Insurance Company sits in the top quartile of all filed plans by assets, $60M for 432 participants (~$138,507/participant), down 16.9% in 2022.

#7,673
in Finance & Insurance (9,261 peers)
-16.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savings Plan for Employees of the Amalgamated Life Insurance Company's outsized position by total assets

Savings Plan for Employees of the Amalgamated Life Insurance Company vs every filed plan by assets

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

$59,834,945 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

Savings Plan for Employees of the Amalgamated Life Insurance Company 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. Savings Plan for Employees of the Amalgamated Life Insurance Company sits mid-pack in the medium band (432 participants).

Published 5500 schedule card

Filing strip 135501223 · Board of Trustees of the Amalgamated Life Insurance Company PY 2022 · 401(k)

Savings Plan for Employees of the Amalgamated Life Insurance Company · $60M · 432 · 89th

  • 5500 $60M
  • 5500 432
  • 5500 89th
  • 5500 401(k)
  • 5500 near Technic, Inc. 401(k) Plan
  • 5500 ind #7673

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 →

Savings Plan for Employees of the Amalgamated Life Insurance Company in the asset neighbourhood

Vaughn Industries, LLC 401(k) Profit Sharing PlanVaughn Industries, LLC 401(k…$60MSavings Plan for Employees of the Amalgamated Life Insurance CompanySavings Plan for Employees o…$60MTechnic, Inc. 401(k) Plan$60MNeuro Rehab Assoc. D/B/a Northeast Rehab 401(k) PlanNeuro Rehab Assoc. D/B/a Nor…$60MVeritext LLC 401(k) Savings PlanVeritext LLC 401(k) Savings …$60M
End-of-year total assets ($M) among Savings Plan for Employees of the Amalgamated Life Insurance Company and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$60M
Net Income-$12M
Employer EIN135501223
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Amalgamated Life Insurance Company)

Sponsor-wide plan assets over time

All Board of Trustees of the Amalgamated Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.815499872190074% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.8M $71.1M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 432 $60M
2023 1 410 $65M
2024 1 423 $71M

Nearby 401(k) Plans in New York

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

Savings Plan for Employees of the Amalgamated Life Insurance Company vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savings Plan for Employees of the Amalgamated Life Insurance Company, Total assets ($B): 0.059834945 · Participants: 432Savings Plan for Employees of the Amalgamated Life Insurance CompanyIBM 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
Savings Plan for Employees of the Amalgamated Life Insurance Company vs. nearby 401(k) plans in New York, assets vs. participants
Compare Savings Plan for Employees of the Amalgamated Life Insurance Company side-by-side with 3 peers →

Savings Plan for Employees of the Amalgamated Life Insurance Company's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Technic, Inc. 401(k) Plan in RI ($60M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Savings Plan for Employees of the Amalgamated Life Insurance Company assets move in 2022? ▼
Savings Plan for Employees of the Amalgamated Life Insurance Company declined sharply - down 16.9% during 2022, from $72M to $60M. Reported net income was -$12M.
How have Board of Trustees of the Amalgamated Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Amalgamated Life Insurance Company's sponsor-wide assets grew 18.8%, from $60M to $71M.
Where does Savings Plan for Employees of the Amalgamated Life Insurance Company rank by assets among Form 5500 filers? ▼
Savings Plan for Employees of the Amalgamated Life Insurance Company 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 Savings Plan for Employees of the Amalgamated Life Insurance Company? ▼
Among 401(k) plans in other states, the closest by assets is Technic, Inc. 401(k) Plan in RI ($60M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for Employees of the Amalgamated Life Insurance Company? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (432 participants, $72M 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 135501223.

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.