401(k) · DOL Form 5500 · 2023

Australia & New Zealand Banking Group Limited (Anz) 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
140
Participants Small participant base
88th
Percentile by assets National rank
$474,512
Avg per participant High balance/head
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Official DOL plan name: Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · Sponsored by Australia & New Zealand Banking Group Limited (Anz) · New York · Finance & Insurance

$66M in assets, 140 participants

Australia & New Zealand Banking Group Limited (Anz)'s Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported $66M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,257 in Finance & Insurance (8,869 peers)

Coverage in New York

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $66M.

#7,257
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's outsized position by total assets

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs every filed plan by assets

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

$66,431,641 Top 12% higher than 88% 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

Australia and New Zealand Banking Group Ltd. Retirement Savings 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. Australia and New Zealand Banking Group Ltd. Retirement Savings Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Australia and New Zealand Banking Group Ltd. Retirement Savings Plan end-of-year assets rose from $53M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported participants rose from 130 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132623463 · Australia & New Zealand Banking Group Limited (Anz) PY 2023 · 401(k)

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · $66M · 140 · 88th

  • PART $66M
  • TYPE 140
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan
  • BOY ind #7257

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 →

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan in the asset neighbourhood

Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement PlanHarold Beck & Sons, Inc. Emp…$66MKarcher North America, Inc. 401(k) Savings PlanKarcher North America, Inc. …$66MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings PlanMontgomery, Mccracken, Walke…$66MAustralia and New Zealand Banking Group Ltd. Retirement Savings PlanAustralia and New Zealand Ba…$66MLabor Unions 401(k) Plan$66M
End-of-year total assets ($M) among Australia and New Zealand Banking Group Ltd. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$66M
Net Income$13M
Employer EIN132623463
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Australia & New Zealand Banking Group Limited (Anz))

Sponsor-wide plan assets over time

All Australia & New Zealand Banking Group Limited (Anz) plans reported in each filing year

Latest sponsor-wide plan assets
$71M 33.900188821906816% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53M $71M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 130 $53M
2023 1 140 $66M
2024 1 148 $71M

Nearby 401(k) Plans in New York

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

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Australia and New Zealand Banking Group Ltd. Retirement Savings Plan, Total assets ($B): 0.066431641 · Participants: 140Australia and New Zealand Banking Group Ltd. Retirement Savings 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
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Australia and New Zealand Banking Group Ltd. Retirement Savings Plan side-by-side with 3 peers →

Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan in PA ($66M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Australia and New Zealand Banking Group Ltd. Retirement Savings Plan assets move in 2023? ▼
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan grew sharply - up 25.3% during 2023, from $53M to $66M. Reported net income was $13M.
How have Australia & New Zealand Banking Group Limited (Anz) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Australia & New Zealand Banking Group Limited (Anz)'s sponsor-wide assets grew 33.9%, from $53M to $71M.
Where does Australia and New Zealand Banking Group Ltd. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan ranks in the 88th 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 Australia and New Zealand Banking Group Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan in PA ($66M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Australia and New Zealand Banking Group Ltd. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 132623463.

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.