401(k) · DOL Form 5500 · 2023

Amalgamated Bank 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
199
Participants Below avg headcount
83rd
Percentile by assets National rank
$204,243
Avg per participant Above avg balance/head
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Official DOL plan name: Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · Sponsored by Amalgamated Bank · New York · Finance & Insurance

$41M in assets, 199 participants

Amalgamated Bank's Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported $41M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,592 in Finance & Insurance (8,869 peers)

Coverage in New York

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees covers 199 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $41M.

#6,592
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's outsized position by total assets

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs every filed plan by assets

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

$40,644,273 Top 17% higher than 83% 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

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees 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. Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported participants rose from 190 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134920330 · Amalgamated Bank PY 2023 · 401(k)

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · $41M · 199 · 83rd

  • ASSETS $41M
  • ASSETS 199
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Colonna's Shipyard, Inc. Retirement Plan
  • ASSETS ind #6592

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 →

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees in the asset neighbourhood

Anderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$41MMcdonough Corporation Savings and Profit Sharing PlanMcdonough Corporation Saving…$41MAmalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$41MColonna's Shipyard, Inc. Retirement PlanColonna's Shipyard, Inc. Ret…$41MUnited Dairy Farmers, Inc. Incentive Savings PlanUnited Dairy Farmers, Inc. I…$41M
End-of-year total assets ($M) among Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN134920330
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Bank)

Sponsor-wide plan assets over time

All Amalgamated Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 31.61390935099343% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $50.7M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 247 $39M
2023 2 245 $46M
2024 2 270 $51M

Nearby 401(k) Plans in New York

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

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees, Total assets ($B): 0.040644273 · Participants: 199Amalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesIBM 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
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees side-by-side with 3 peers →

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($41M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees assets move in 2023? ▼
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees grew sharply - up 20.0% during 2023, from $34M to $41M. Reported net income was $7M.
How have Amalgamated Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Bank's sponsor-wide assets grew 31.6%, from $39M to $51M.
Where does Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees ranks in the 83rd 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 Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Colonna's Shipyard, Inc. Retirement Plan in VA ($41M, 637 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 134920330.

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.