401(k) · DOL Form 5500 · 2023

Unicredit Bank Ag, Ny Branch 401(k) Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
114
Participants Small participant base
95th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan · Sponsored by Unicredit Bank Ag, Ny Branch · New York · Finance & Insurance

$191M in assets, 114 participants

Unicredit Bank Ag, Ny Branch's Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan reported $191M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,101 in Finance & Insurance (8,869 peers)

Coverage in New York

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $191M.

#8,101
in Finance & Insurance (8,869 peers)
+11.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan's outsized position by total assets

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs every filed plan by assets

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

$191,014,910 Top 5% higher than 95% 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

Unicredit Bank Ag, New York Branch Employees' Deferred 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. Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan reported net income rose from -$58M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan reported participants fell from 142 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan end-of-year assets rose from $171M in the plan year 2022 filing to $191M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132774123 · Unicredit Bank Ag, Ny Branch PY 2023 · 401(k)

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan · $191M · 114 · 95th

  • EOY $191M
  • 5500 114
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Digital Federal Credit Union 401(k) Retirement Plan
  • RANK ind #8101

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 →

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan in the asset neighbourhood

Giant Eagle, Inc. and Affiliates 401(k) Plan for Union Represented EmployeesGiant Eagle, Inc. and Affili…$191MDigital Federal Credit Union 401(k) Retirement PlanDigital Federal Credit Union…$191MUnicredit Bank Ag, New York Branch Employees' Deferred Savings PlanUnicredit Bank Ag, New York …$191MWayne J. Griffin Electric, Inc. Retirement Savings PlanWayne J. Griffin Electric, I…$191MPiedmont Airlines Inc. Employee Savings PlanPiedmont Airlines Inc. Emplo…$191M
End-of-year total assets ($M) among Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$191M
Net Income$20M
Employer EIN132774123
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unicredit Bank Ag, Ny Branch)

Sponsor-wide plan assets over time

All Unicredit Bank Ag, Ny Branch plans reported in each filing year

Latest sponsor-wide plan assets
$220M 28.899953464506172% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $171M $220M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 142 $171M
2023 1 114 $191M
2024 1 107 $220M

Nearby 401(k) Plans in New York

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

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan, Total assets ($B): 0.19101491 · Participants: 114Unicredit Bank Ag, New York Branch Employees' Deferred 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
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan side-by-side with 3 peers →

Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Digital Federal Credit Union 401(k) Retirement Plan in MA ($191M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan assets move in 2023? ▼
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan grew at a solid clip - up 11.8% during 2023, from $171M to $191M. Reported net income was $20M.
How have Unicredit Bank Ag, Ny Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unicredit Bank Ag, Ny Branch's sponsor-wide assets grew 28.9%, from $171M to $220M.
Where does Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan rank by assets among Form 5500 filers? ▼
Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Digital Federal Credit Union 401(k) Retirement Plan in MA ($191M, 1,826 participants).
Which 401(k) plans cover a similar participant headcount to Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 132774123.

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.