Defined Benefit (Pension) · DOL Form 5500 · 2023

Dz Bank Ag, New York Branch Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
63
Participants Small participant base
85th
Percentile by assets National rank
$722,212
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Dz Bank Ag, New York Branch · Sponsored by Dz Bank Ag, New York Branch · New York · Finance & Insurance

$45M in assets, 63 participants

Dz Bank Ag, New York Branch's Pension Plan for Employees of Dz Bank Ag, New York Branch reported $45M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,769 in Finance & Insurance (8,869 peers)

Where Pension Plan for Employees of Dz Bank Ag, New York Branch sits by assets

Pension Plan for Employees of Dz Bank Ag, New York Branch sits in the top quartile of all filed plans by assets, $45M for 63 participants (~$722,212/participant), up 2.4% in 2023.

#6,769
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pension Plan for Employees of Dz Bank Ag, New York Branch's outsized position by total assets

Pension Plan for Employees of Dz Bank Ag, New York Branch vs every filed plan by assets

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

$45,499,355 Top 15% higher than 85% 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

Pension Plan for Employees of Dz Bank Ag, New York Branch among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Dz Bank Ag, New York Branch is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Dz Bank Ag, New York Branch reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pension Plan for Employees of Dz Bank Ag, New York Branch reported participants fell from 65 in the plan year 2022 filing to 63 in the plan year 2023 filing.
  • Pension Plan for Employees of Dz Bank Ag, New York Branch end-of-year assets rose from $44M in the plan year 2022 filing to $45M 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 · Defined Benefit (Pension)

Pension Plan for Employees of Dz Bank Ag, New York Branch · $45M · 63 · 85th

  • BOY $45M
  • SCH 63
  • EBSA 85th
  • PART Defined Benefit (Pension)
  • TYPE near Neenah Consolidated Pension Plan
  • NET ind #6769

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 →

Pension Plan for Employees of Dz Bank Ag, New York Branch in the asset neighbourhood

Pension Plan of Volvo Cars of North America, LLCPension Plan of Volvo Cars o…$46MCedar Park Cemetery Employees' Pension PlanCedar Park Cemetery Employee…$46MPension Plan for Employees of Dz Bank Ag, New York BranchPension Plan for Employees o…$45MNeenah Consolidated Pension PlanNeenah Consolidated Pension …$45MEco Services Hourly Pension PlanEco Services Hourly Pension …$45M
End-of-year total assets ($M) among Pension Plan for Employees of Dz Bank Ag, New York Branch and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$45M
Net Income$1M
Employer EIN132847358
Plan Effective Date1977-12-15
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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Dz Bank Ag, New York Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Dz Bank Ag, New York Branch, Total assets ($B): 0.045499355 · Participants: 63Pension Plan for Employees of Dz Bank Ag, New York BranchIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan for Employees of Dz Bank Ag, New York Branch vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Dz Bank Ag, New York Branch side-by-side with 3 peers →

Pension Plan for Employees of Dz Bank Ag, New York Branch's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Neenah Consolidated Pension Plan in WI ($45M); by covered participants it is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Pension Plan for Employees of Dz Bank Ag, New York Branch assets move in 2023? ▼
Pension Plan for Employees of Dz Bank Ag, New York Branch edged up modestly - up 2.4% during 2023, from $44M to $45M. Reported net income was $1M.
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 Pension Plan for Employees of Dz Bank Ag, New York Branch rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Dz Bank Ag, New York Branch ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Dz Bank Ag, New York Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Neenah Consolidated Pension Plan in WI ($45M, 151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Dz Bank Ag, New York Branch? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Program Plan for Employees of United States Enrichment Corporation in MD (63 participants, $264M 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.