401(k) · DOL Form 5500 · 2023

Dz Bank Ag, New York Branch 401(k) Plan

Data updated 2026-08-11

$62M
Total assets: 66
Participants: 88th
Percentile by assets: $946,218
Avg per participant

Official DOL plan name: Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan · Sponsored by Dz Bank Ag, New York Branch · New York · Finance & Insurance

$62M in assets, 66 participants

Dz Bank Ag, New York Branch's Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported $62M in total assets and 66 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.

88th percentile by assets (of 127,072 plans)
#7,185 in Finance & Insurance (8,869 peers)

Where Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan sits by assets

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan sits in the top quartile of all filed plans by assets, $62M for 66 participants (~$946,218/participant), up 0.2% in 2023.

$62M
total plan assets (2023 EOY): 66
covered participants: 88th
percentile by assets (of 127,072 plans): $946,218
avg assets per participant

Where Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan sits by total assets

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan vs every filed plan by assets

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

$62,450,418 Top 12% higher than 88% 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

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported net income rose from -$15M in the plan year 2022 filing to $101K in the plan year 2023 filing.
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported participants fell from 70 in the plan year 2022 filing to 66 in the plan year 2023 filing.
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan end-of-year assets rose from $62M in the plan year 2022 filing to $62M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan vs the 2023 asset distribution

By assets, Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$62M
Net Income	$101K
Employer EIN	132847358
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Dz Bank Ag, New York Branch)

Total plan assets by year, all Dz Bank Ag, New York Branch plans on file

Year	Plans	Participants	Total Assets
2022	2	135	$107M
2023	2	129	$108M
2024	2	132	$119M

Nearby 401(k) Plans in New York

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

Dz Bank Ag, New York Branch 401(k) Savings and Investment 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 Dz Bank Ag, New York Branch 401(k) Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan by total assets, not by location.

10 Roads Express 401(k) Plan (IA) $62M · 5,275
Goodman Campbell Brain and Spine 401(k) Profit Sharing Plan (IN) $62M · 191
Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) $62M · 264
Epi-Use America Inc. 401(k) Profit Sharing Plan (GA) $62M · 368

Frequently Asked Questions

How did Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan assets move in 2023? ▼

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan held essentially flat - up 0.2% during 2023, from $62M to $62M. Reported net income was $101K.

How have Dz Bank Ag, New York Branch plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dz Bank Ag, New York Branch's sponsor-wide assets grew 11.6%, from $107M to $119M.

Where does Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼

Dz Bank Ag, New York Branch 401(k) Savings and Investment 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 Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is 10 Roads Express 401(k) Plan in IA ($62M, 5,275 participants).

Next read for Dz Bank Ag, New York Branch 401(k) Savin…

Scale reading

Ways to act on Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan's numbers.

By total assets, Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan ranks in the top quartile 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
Dz Bank Ag, New York Branch's sponsor-wide assets have grown 11.6% 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 132847358.