Defined Benefit (Pension) · DOL Form 5500 · 2023

Intesa Sanpaolo S.P.a Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
30
Participants Small participant base
75th
Percentile by assets National rank
$749,763
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intesa Sanpaolo S.P.a Retirement Plan · Sponsored by Intesa Sanpaolo S.P.a · New York · Finance & Insurance

$22M in assets, 30 participants

Intesa Sanpaolo S.P.a's Intesa Sanpaolo S.P.a Retirement Plan reported $22M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,502 in Finance & Insurance (8,869 peers)

Where Intesa Sanpaolo S.P.a Retirement Plan sits by assets

Intesa Sanpaolo S.P.a Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 30 participants (~$749,763/participant), down 0.1% in 2023.

#5,502
in Finance & Insurance (8,869 peers)
-0.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Intesa Sanpaolo S.P.a Retirement Plan's outsized position by total assets

Intesa Sanpaolo S.P.a Retirement Plan vs every filed plan by assets

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

$22,492,887 Top 25% higher than 75% 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

Intesa Sanpaolo S.P.a Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intesa Sanpaolo S.P.a Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intesa Sanpaolo S.P.a Retirement Plan reported net income fell from $4M in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Intesa Sanpaolo S.P.a Retirement Plan reported participants fell from 35 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522196811 · Intesa Sanpaolo S.P.a PY 2023 · Defined Benefit (Pension)

Intesa Sanpaolo S.P.a Retirement Plan · $22M · 30 · 75th

  • SCH $22M
  • EBSA 30
  • PART 75th
  • TYPE Defined Benefit (Pension)
  • NET near Ornl Federal Credit Union Defined Benefit Plan and Trust
  • BOOK ind #5502

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 →

Intesa Sanpaolo S.P.a Retirement Plan in the asset neighbourhood

Pension Plan for the Employees of L'oreal Travel Retail Americas, Inc.Pension Plan for the Employe…$23MAtapco Pension Plan$23MWyoming Refining Company Pension PlanWyoming Refining Company Pen…$23MIntesa Sanpaolo S.P.a Retirement PlanIntesa Sanpaolo S.P.a Retire…$22MOrnl Federal Credit Union Defined Benefit Plan and TrustOrnl Federal Credit Union De…$22M
End-of-year total assets ($M) among Intesa Sanpaolo S.P.a Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$18K
Employer EIN522196811
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intesa Sanpaolo S.P.a)

Sponsor-wide plan assets over time

All Intesa Sanpaolo S.P.a plans reported in each filing year

Latest sponsor-wide plan assets
$104M 23.32538388821766% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $84.5M $104M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 183 $85M
2023 2 188 $93M
2024 2 188 $104M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Intesa Sanpaolo S.P.a Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Intesa Sanpaolo S.P.a Retirement Plan, Total assets ($B): 0.022492887 · Participants: 30Intesa Sanpaolo S.P.a Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Intesa Sanpaolo S.P.a Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Intesa Sanpaolo S.P.a Retirement Plan side-by-side with 3 peers →

Intesa Sanpaolo S.P.a Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ornl Federal Credit Union Defined Benefit Plan and Trust in TN ($22M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Intesa Sanpaolo S.P.a Retirement Plan assets move in 2023? ▼
Intesa Sanpaolo S.P.a Retirement Plan held essentially flat - down 0.1% during 2023, from $23M to $22M. Reported net income was -$18K.
How have Intesa Sanpaolo S.P.a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intesa Sanpaolo S.P.a's sponsor-wide assets grew 23.3%, from $85M to $104M.
Where does Intesa Sanpaolo S.P.a Retirement Plan rank by assets among Form 5500 filers? ▼
Intesa Sanpaolo S.P.a Retirement Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Intesa Sanpaolo S.P.a Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ornl Federal Credit Union Defined Benefit Plan and Trust in TN ($22M, 99 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Intesa Sanpaolo S.P.a Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants, $11M 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 522196811.

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.