401(k) · DOL Form 5500 · 2023

Amalgamated Bank 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
45th
Percentile by assets National rank
$110,341
Avg per participant Below avg balance/head
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Official DOL plan name: Amalgamated Bank 401(k) Plan for Collectively Bargained Employees · Sponsored by Amalgamated Bank · New York · Finance & Insurance

$5M in assets, 46 participants

Amalgamated Bank's Amalgamated Bank 401(k) Plan for Collectively Bargained Employees reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,809 in Finance & Insurance (8,869 peers)

Amalgamated Bank multi-year trail

Amalgamated Bank's plans moved +31.6% in assets from 2022 to 2024; this filing shows Amalgamated Bank 401(k) Plan for Collectively Bargained Employees at $5M / 46 participants.

#2,809
in Finance & Insurance (8,869 peers)
+9.0%
assets growth YoY

Amalgamated Bank 401(k) Plan for Collectively Bargained Employees's mid-pack asset rank among Finance & Insurance and all filers

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

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

$5,075,705 45th percentile higher than 45% 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 Collectively Bargained Employees among smaller 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 Collectively Bargained Employees is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Bank 401(k) Plan for Collectively Bargained Employees reported net income rose from -$1M in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • Amalgamated Bank 401(k) Plan for Collectively Bargained Employees reported participants fell from 57 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Amalgamated Bank 401(k) Plan for Collectively Bargained Employees end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Amalgamated Bank 401(k) Plan for Collectively Bargained Employees · $5M · 46 · 45th

  • TYPE $5M
  • NET 46
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Serling & Abramson P.C. 401(k) Profit Sharing Plan and Trust
  • SCH ind #2809

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 Collectively Bargained Employees in the asset neighbourhood

Amalgamated Bank 401(k) Plan for Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$5MSerling & Abramson P.C. 401(k) Profit Sharing Plan and TrustSerling & Abramson P.C. 401(…$5MClaw/Southeastern Timber 401(k) Savings PlanClaw/Southeastern Timber 401…$5MHandi Medical Supply, Inc. 401(k) PlanHandi Medical Supply, Inc. 4…$5MPennsylvania Dermatology 401(k) PlanPennsylvania Dermatology 401…$5M
End-of-year total assets ($M) among Amalgamated Bank 401(k) Plan for Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Amalgamated Bank multi-year asset trail

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

Amalgamated Bank filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$421K
Employer EIN134920330
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

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 Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amalgamated Bank 401(k) Plan for Collectively Bargained Employees, Total assets ($B): 0.005075705 · Participants: 46Amalgamated Bank 401(k) Plan for 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 Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amalgamated Bank 401(k) Plan for Collectively Bargained Employees side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Serling & Abramson P.C. 401(k) Profit Sharing Plan and Trust in MI ($5M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Collectively Bargained Employees assets move in 2023? ▼
Amalgamated Bank 401(k) Plan for Collectively Bargained Employees grew at a solid clip - up 9.0% during 2023, from $5M to $5M. Reported net income was $421K.
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.
Which 401(k) plans are similar in size to Amalgamated Bank 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Serling & Abramson P.C. 401(k) Profit Sharing Plan and Trust in MI ($5M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Bank 401(k) Plan for Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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.