401(k) · DOL Form 5500 · 2023

Bbva S.a. New York Branch 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
365
Participants Below avg headcount
91st
Percentile by assets National rank
$262,628
Avg per participant High balance/head
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Official DOL plan name: Bbva, S.a. New York Branch 401(k) Plan · Sponsored by Bbva S.a. New York Branch · New York · Finance & Insurance

$96M in assets, 365 participants

Bbva S.a. New York Branch's Bbva, S.a. New York Branch 401(k) Plan reported $96M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,633 in Finance & Insurance (8,869 peers)

Coverage in New York

Bbva, S.a. New York Branch 401(k) Plan covers 365 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $96M.

#7,633
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Bbva, S.a. New York Branch 401(k) Plan's outsized position by total assets

Bbva, S.a. New York Branch 401(k) Plan vs every filed plan by assets

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

$95,859,074 Top 9% higher than 91% 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

Bbva, S.a. New York Branch 401(k) 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. Bbva, S.a. New York Branch 401(k) Plan sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bbva, S.a. New York Branch 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Bbva, S.a. New York Branch 401(k) Plan reported participants rose from 286 in the plan year 2022 filing to 365 in the plan year 2023 filing.
  • Bbva, S.a. New York Branch 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133491492 · Bbva S.a. New York Branch PY 2023 · 401(k)

Bbva, S.a. New York Branch 401(k) Plan · $96M · 365 · 91st

  • RANK $96M
  • RANK 365
  • RANK 91st
  • RANK 401(k)
  • RANK near Gwa, LLC 401(k) Profit Sharing Plan
  • RANK ind #7633

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 →

Bbva, S.a. New York Branch 401(k) Plan in the asset neighbourhood

Northwest Surgical Specialists, PC 401(k) Profit Sharing PlanNorthwest Surgical Specialis…$96MBbva, S.a. New York Branch 401(k) PlanBbva, S.a. New York Branch 4…$96MGwa, LLC 401(k) Profit Sharing PlanGwa, LLC 401(k) Profit Shari…$96MChildren's Primary Care Medical Group, Inc. Retirement Savings PlanChildren's Primary Care Medi…$96MOak Harbor Freight Lines, Inc. 401(k) Plan and TrustOak Harbor Freight Lines, In…$96M
End-of-year total assets ($M) among Bbva, S.a. New York Branch 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$96M
Net Income$20M
Employer EIN133491492
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbva S.a. New York Branch)

Sponsor-wide plan assets over time

All Bbva S.a. New York Branch plans reported in each filing year

Latest sponsor-wide plan assets
$119M 55.464488454359284% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.3M $119M ▲ +55.5%
Year Plans Participants Total Assets
2022 1 286 $76M
2023 1 365 $96M
2024 1 403 $119M

Nearby 401(k) Plans in New York

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

Bbva, S.a. New York Branch 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bbva, S.a. New York Branch 401(k) Plan, Total assets ($B): 0.095859074 · Participants: 365Bbva, S.a. New York Branch 401(k) 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
Bbva, S.a. New York Branch 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bbva, S.a. New York Branch 401(k) Plan side-by-side with 3 peers →

Bbva, S.a. New York Branch 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gwa, LLC 401(k) Profit Sharing Plan in CT ($96M); by covered participants it is Allfirst, LLC 401(k) Plan in OK (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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 Bbva, S.a. New York Branch 401(k) Plan assets move in 2023? ▼
Bbva, S.a. New York Branch 401(k) Plan grew sharply - up 25.6% during 2023, from $76M to $96M. Reported net income was $20M.
How have Bbva S.a. New York Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbva S.a. New York Branch's sponsor-wide assets grew 55.5%, from $76M to $119M.
Where does Bbva, S.a. New York Branch 401(k) Plan rank by assets among Form 5500 filers? ▼
Bbva, S.a. New York Branch 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bbva, S.a. New York Branch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gwa, LLC 401(k) Profit Sharing Plan in CT ($96M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Bbva, S.a. New York Branch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allfirst, LLC 401(k) Plan in OK (365 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 133491492.

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.