401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$62M
Total assets Below avg plan size
66
Participants Small participant base
88th
Percentile by assets National rank
$946,218
Avg per participant High balance/head
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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.

  • #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.

#7,185
in Finance & Insurance (8,869 peers)
+0.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan's outsized position 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

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

Dz Bank Ag, New York Branch 401(k) Savings and Investment 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. Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 132847358 · Dz Bank Ag, New York Branch PY 2023 · 401(k)

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan · $62M · 66 · 88th

  • PART $62M
  • PART 66
  • PART 88th
  • PART 401(k)
  • PART near 10 Roads Express 401(k) Plan
  • PART ind #7185

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 →

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan in the asset neighbourhood

Epi-Use America Inc. 401(k) Profit Sharing PlanEpi-Use America Inc. 401(k) …$62M10 Roads Express 401(k) Plan$62MGoodman Campbell Brain and Spine 401(k) Profit Sharing PlanGoodman Campbell Brain and S…$62MBelting Company of Cincinnati, Inc. Retirement Savings PlanBelting Company of Cincinnat…$62MDz Bank Ag, New York Branch 401(k) Savings and Investment PlanDz Bank Ag, New York Branch …$62M
End-of-year total assets ($M) among Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$62M
Net Income$101K
Employer EIN132847358
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Dz Bank Ag, New York Branch plans reported in each filing year

Latest sponsor-wide plan assets
$119M 11.608371583176497% vs 2022
2024 filing year
$105M$110M$115M$120M$125M 202220232024 $107M $119M ▲ +11.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan, Total assets ($B): 0.062450418 · Participants: 66Dz Bank Ag, New York Branch 401(k) Savings and Investment 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
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is 10 Roads Express 401(k) Plan in IA ($62M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 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).
Which 401(k) plans cover a similar participant headcount to Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M 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 132847358.

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.