401(k) · DOL Form 5500 · 2023

Unicredit Bank Ag, Ny Branch 401(k) Plan

Data updated 2026-08-11

$191M
Total assets: 114
Participants: 95th
Percentile by assets: $1.7M
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$191M
total plan assets (2023 EOY): 114
covered participants: 95th
percentile by assets (of 127,072 plans): $1.7M
avg assets per participant

Where Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan sits 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

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 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 →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan reports 114 participants - about 14% of that state average ($191M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$171M
Net Assets (End of Year)	$191M
Net Income	$20M
Employer EIN	132774123
Plan Effective Date	1984-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unicredit Bank Ag, Ny Branch)

Total plan assets by year, all Unicredit Bank Ag, Ny Branch plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Unicredit Bank Ag, New York Branch Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan by total assets, not by location.

Digital Federal Credit Union 401(k) Retirement Plan (MA) $191M · 1,826
Wayne J. Griffin Electric, Inc. Retirement Savings Plan (MA) $191M · 1,355
Piedmont Airlines Inc. Employee Savings Plan (MD) $191M · 14,678
Giant Eagle, Inc. and Affiliates 401(k) Plan for Union Represented Employees (PA) $191M · 5,600

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).

Next read for Unicredit Bank Ag, New York Branch Emplo…

Filing takeaways

Ways to act on Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan's numbers.

By total assets, Unicredit Bank Ag, New York Branch Employees' Deferred Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Unicredit Bank Ag, Ny Branch's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.