401(k) · DOL Form 5500 · 2023

Industrial and Commercial Bank O 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
92
Participants Small participant base
79th
Percentile by assets National rank
$323,167
Avg per participant High balance/head
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Official DOL plan name: Industrial and Commercial Bank of China Financial Services LLC · Sponsored by Industrial and Commercial Bank O · New York · Finance & Insurance

$30M in assets, 92 participants

Industrial and Commercial Bank O's Industrial and Commercial Bank of China Financial Services LLC reported $30M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,022 in Finance & Insurance (8,869 peers)

Where Industrial and Commercial Bank of China Financial Services LLC sits by assets

Industrial and Commercial Bank of China Financial Services LLC sits in the top quartile of all filed plans by assets, $30M for 92 participants (~$323,167/participant), up 17.2% in 2023.

#6,022
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Industrial and Commercial Bank of China Financial Services LLC's outsized position by total assets

Industrial and Commercial Bank of China Financial Services LLC vs every filed plan by assets

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

$29,731,341 Top 21% higher than 79% 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

Industrial and Commercial Bank of China Financial Services LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Industrial and Commercial Bank of China Financial Services LLC is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Industrial and Commercial Bank of China Financial Services LLC reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Industrial and Commercial Bank of China Financial Services LLC end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Industrial and Commercial Bank of China Financial Services LLC reported participants fell from 96 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300234854 · Industrial and Commercial Bank O PY 2023 · 401(k)

Industrial and Commercial Bank of China Financial Services LLC · $30M · 92 · 79th

  • BOOK $30M
  • VS-ST 92
  • BOY 79th
  • SCH 401(k)
  • EBSA near Hueston Hennigan LLP 401(k) Plan
  • PART ind #6022

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 →

Industrial and Commercial Bank of China Financial Services LLC in the asset neighbourhood

Industrial and Commercial Bank of China Financial Services LLCIndustrial and Commercial Ba…$30MHueston Hennigan LLP 401(k) PlanHueston Hennigan LLP 401(k) …$30MCurtis Maruyasu America, Inc. 401(k) Savings PlanCurtis Maruyasu America, Inc…$30MOmnia Partners 401(k) Plan$30MBrighton Retail, LLC. 401(k) Profit Sharing PlanBrighton Retail, LLC. 401(k)…$30M
End-of-year total assets ($M) among Industrial and Commercial Bank of China Financial Services LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN300234854
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Industrial and Commercial Bank O)

Sponsor-wide plan assets over time

All Industrial and Commercial Bank O plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.016292557320384% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.4M $31M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 96 $25M
2023 1 92 $30M
2024 1 91 $31M

Nearby 401(k) Plans in New York

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

Industrial and Commercial Bank of China Financial Services LLC vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Industrial and Commercial Bank of China Financial Services LLC, Total assets ($B): 0.029731341 · Participants: 92Industrial and Commercial Bank of China Financial Services LLCIBM 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
Industrial and Commercial Bank of China Financial Services LLC vs. nearby 401(k) plans in New York, assets vs. participants

Industrial and Commercial Bank of China Financial Services LLC's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hueston Hennigan LLP 401(k) Plan in CA ($30M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Industrial and Commercial Bank of China Financial Services LLC assets move in 2023?
Industrial and Commercial Bank of China Financial Services LLC grew sharply - up 17.2% during 2023, from $25M to $30M. Reported net income was $4M.
How have Industrial and Commercial Bank O plan assets changed over time?
Across 3 plan years on file (2022-2024), Industrial and Commercial Bank O's sponsor-wide assets grew 22.0%, from $25M to $31M.
Where does Industrial and Commercial Bank of China Financial Services LLC rank by assets among Form 5500 filers?
Industrial and Commercial Bank of China Financial Services LLC ranks in the 79th 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 Industrial and Commercial Bank of China Financial Services LLC?
Among 401(k) plans in other states, the closest by assets is Hueston Hennigan LLP 401(k) Plan in CA ($30M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Industrial and Commercial Bank of China Financial Services LLC?
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A in assets).