401(k) · DOL Form 5500 · 2023

Bank Hapoalim B.M. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
228
Participants Below avg headcount
87th
Percentile by assets National rank
$254,046
Avg per participant Above avg balance/head
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Official DOL plan name: Bank Hapoalim B.M. Employee Savings and Investment Plan · Sponsored by Bank Hapoalim B.M. · New York · Finance & Insurance

$58M in assets, 228 participants

Bank Hapoalim B.M.'s Bank Hapoalim B.M. Employee Savings and Investment Plan reported $58M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,094 in Finance & Insurance (8,869 peers)

Coverage in New York

Bank Hapoalim B.M. Employee Savings and Investment Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $58M.

#7,094
in Finance & Insurance (8,869 peers)
+22.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bank Hapoalim B.M. Employee Savings and Investment Plan's outsized position by total assets

Bank Hapoalim B.M. Employee Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,922,461 Top 13% higher than 87% of 127,068 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 2023

Bank Hapoalim B.M. Employee Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank Hapoalim B.M. Employee Savings and Investment Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank Hapoalim B.M. Employee Savings and Investment Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Bank Hapoalim B.M. Employee Savings and Investment Plan end-of-year assets rose from $47M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Bank Hapoalim B.M. Employee Savings and Investment Plan reported participants rose from 210 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132775750 · Bank Hapoalim B.M. PY 2023 · 401(k)

Bank Hapoalim B.M. Employee Savings and Investment Plan · $58M · 228 · 87th

  • PART $58M
  • PART 228
  • PART 87th
  • PART 401(k)
  • PART near Mcginnis Lochridge LLP Savings Plus Plan
  • PART ind #7094

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 →

Bank Hapoalim B.M. Employee Savings and Investment Plan in the asset neighbourhood

Bank Hapoalim B.M. Employee Savings and Investment PlanBank Hapoalim B.M. Employee …$58MMcginnis Lochridge LLP Savings Plus PlanMcginnis Lochridge LLP Savin…$58MWalters Wholesale Electric Co. 401 (K) Retirement PlanWalters Wholesale Electric C…$58MWorld Oil Savings and Retirement PlanWorld Oil Savings and Retire…$58MBlistex Retirement Savings PlanBlistex Retirement Savings P…$58M
End-of-year total assets ($M) among Bank Hapoalim B.M. Employee Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$58M
Net Income$11M
Employer EIN132775750
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Hapoalim B.M.)

Sponsor-wide plan assets over time

All Bank Hapoalim B.M. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 15.278846291525753% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $110M $127M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 307 $110M
2023 2 312 $124M
2024 2 324 $127M

Nearby 401(k) Plans in New York

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

Bank Hapoalim B.M. Employee Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bank Hapoalim B.M. Employee Savings and Investment Plan, Total assets ($B): 0.057922461 · Participants: 228Bank Hapoalim B.M. Employee Savings and Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bank Hapoalim B.M. Employee Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bank Hapoalim B.M. Employee Savings and Investment Plan side-by-side with 3 peers →

Bank Hapoalim B.M. Employee 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 Mcginnis Lochridge LLP Savings Plus Plan in TX ($58M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bank Hapoalim B.M. Employee Savings and Investment Plan assets move in 2023? ▼
Bank Hapoalim B.M. Employee Savings and Investment Plan grew sharply - up 22.3% during 2023, from $47M to $58M. Reported net income was $11M.
How have Bank Hapoalim B.M. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Hapoalim B.M.'s sponsor-wide assets grew 15.3%, from $110M to $127M.
Where does Bank Hapoalim B.M. Employee Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Bank Hapoalim B.M. Employee Savings and Investment Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bank Hapoalim B.M. Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcginnis Lochridge LLP Savings Plus Plan in TX ($58M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Bank Hapoalim B.M. Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132775750.

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.