Defined Benefit (Pension) · DOL Form 5500 · 2023

Bank Hapoalim B.M. Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
84
Participants Small participant base
88th
Percentile by assets National rank
$790,588
Avg per participant High balance/head
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Official DOL plan name: Bank Hapoalim B.M. Pension Plan · Sponsored by Bank Hapoalim B.M. · New York · Finance & Insurance

$66M in assets, 84 participants

Bank Hapoalim B.M.'s Bank Hapoalim B.M. Pension Plan reported $66M in total assets and 84 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.

  • #7,256 in Finance & Insurance (8,869 peers)

Where Bank Hapoalim B.M. Pension Plan sits by assets

Bank Hapoalim B.M. Pension Plan sits in the top quartile of all filed plans by assets, $66M for 84 participants (~$790,588/participant), up 5.4% in 2023.

#7,256
in Finance & Insurance (8,869 peers)
+5.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bank Hapoalim B.M. Pension Plan's outsized position by total assets

Bank Hapoalim B.M. Pension Plan vs every filed plan by assets

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

$66,409,383 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

Bank Hapoalim B.M. Pension 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. Bank Hapoalim B.M. Pension Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank Hapoalim B.M. Pension Plan reported net income rose from -$21M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bank Hapoalim B.M. Pension Plan reported participants fell from 97 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Bank Hapoalim B.M. Pension Plan end-of-year assets rose from $63M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132775750 · Bank Hapoalim B.M. PY 2023 · Defined Benefit (Pension)

Bank Hapoalim B.M. Pension Plan · $66M · 84 · 88th

  • BOOK $66M
  • BOOK 84
  • BOOK 88th
  • BOOK Defined Benefit (Pension)
  • BOOK near Diocese of Youngstown Retirement Income Plan
  • BOOK ind #7256

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. Pension Plan in the asset neighbourhood

Meda and Emd Consolidated Pension PlanMeda and Emd Consolidated Pe…$67MRet Inc Plan for Ees of the Knapheide Mfg Co. Local 822Ret Inc Plan for Ees of the …$67MRetirement Income Guarantee Plan of Xerox Corporation and the Xerographic Division, Rochester Regional Joint Board on Behalf of Itself and ORetirement Income Guarantee …$67MBank Hapoalim B.M. Pension PlanBank Hapoalim B.M. Pension P…$66MDiocese of Youngstown Retirement Income PlanDiocese of Youngstown Retire…$66M
End-of-year total assets ($M) among Bank Hapoalim B.M. Pension 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)$63M
Net Assets (End of Year)$66M
Net Income$3M
Employer EIN132775750
Plan Effective Date1982-01-01
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 Defined Benefit (Pension) Plans in New York

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

Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bank Hapoalim B.M. Pension Plan, Total assets ($B): 0.066409383 · Participants: 84Bank Hapoalim B.M. Pension 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
Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bank Hapoalim B.M. Pension Plan side-by-side with 3 peers →

Bank Hapoalim B.M. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Diocese of Youngstown Retirement Income Plan in OH ($66M); by covered participants it is Bear River Mutual Insurance Company Defined Benefit Plan in UT (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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. Pension Plan assets move in 2023? ▼
Bank Hapoalim B.M. Pension Plan grew at a solid clip - up 5.4% during 2023, from $63M to $66M. Reported net income was $3M.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Bank Hapoalim B.M. Pension 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 Defined Benefit (Pension) plans are similar in size to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Diocese of Youngstown Retirement Income Plan in OH ($66M, 230 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bear River Mutual Insurance Company Defined Benefit Plan in UT (84 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 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.