401(k) · DOL Form 5500 · 2023

The Governor and Company of the Bank of Ireland 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
36
Participants Small participant base
80th
Percentile by assets National rank
$855,923
Avg per participant High balance/head
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Official DOL plan name: Bank of Ireland Group U.S. 401(k) Savings Plan · Sponsored by The Governor and Company of the Bank of Ireland · Connecticut · Finance & Insurance

$31M in assets, 36 participants

The Governor and Company of the Bank of Ireland's Bank of Ireland Group U.S. 401(k) Savings Plan reported $31M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,099 in Finance & Insurance (8,869 peers)

Where Bank of Ireland Group U.S. 401(k) Savings Plan sits by assets

Bank of Ireland Group U.S. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $31M for 36 participants (~$855,923/participant), up 16.6% in 2023.

#6,099
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bank of Ireland Group U.S. 401(k) Savings Plan's outsized position by total assets

Bank of Ireland Group U.S. 401(k) Savings Plan vs every filed plan by assets

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

$30,813,221 Top 20% higher than 80% 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

Bank of Ireland Group U.S. 401(k) Savings 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. Bank of Ireland Group U.S. 401(k) Savings Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Ireland Group U.S. 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Bank of Ireland Group U.S. 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bank of Ireland Group U.S. 401(k) Savings Plan reported participants fell from 40 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132687269 · The Governor and Company of the Bank of Ireland PY 2023 · 401(k)

Bank of Ireland Group U.S. 401(k) Savings Plan · $31M · 36 · 80th

  • IND $31M
  • EOY 36
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Harris Freeman, Southern Tea 401(k) Profit Sharing Plan
  • EIN ind #6099

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 Connecticut →

Bank of Ireland Group U.S. 401(k) Savings Plan in the asset neighbourhood

Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and TrustGelman, Rosenberg & Freedman…$31MBank of Ireland Group U.S. 401(k) Savings PlanBank of Ireland Group U.S. 4…$31MHarris Freeman, Southern Tea 401(k) Profit Sharing PlanHarris Freeman, Southern Tea…$31MOral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and TrustOral Surgery Partners Mso, L…$31MCassens Transport Company Et Al Union 401(k) PlanCassens Transport Company Et…$31M
End-of-year total assets ($M) among Bank of Ireland Group U.S. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN132687269
Plan Effective Date1996-04-25
Filing StatusFILING RECEIVED

Sponsor Plan History (The Governor and Company of the Bank of Ireland)

Sponsor-wide plan assets over time

All The Governor and Company of the Bank of Ireland plans reported in each filing year

Latest sponsor-wide plan assets
$54M 5.359406558141339% vs 2022
2024 filing year
$50M$52M$54M$56M 202220232024 $51.3M $54M ▲ +5.4%
Year Plans Participants Total Assets
2022 2 43 $51M
2023 2 38 $55M
2024 2 40 $54M

Nearby 401(k) Plans in Connecticut

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

Bank of Ireland Group U.S. 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bank of Ireland Group U.S. 401(k) Savings Plan, Total assets ($B): 0.030813221 · Participants: 36Bank of Ireland Group U.S. 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Bank of Ireland Group U.S. 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Bank of Ireland Group U.S. 401(k) Savings Plan side-by-side with 3 peers →

Bank of Ireland Group U.S. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Harris Freeman, Southern Tea 401(k) Profit Sharing Plan in NJ ($31M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Bank of Ireland Group U.S. 401(k) Savings Plan assets move in 2023? ▼
Bank of Ireland Group U.S. 401(k) Savings Plan grew sharply - up 16.6% during 2023, from $26M to $31M. Reported net income was $4M.
How have The Governor and Company of the Bank of Ireland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Governor and Company of the Bank of Ireland's sponsor-wide assets grew 5.4%, from $51M to $54M.
Where does Bank of Ireland Group U.S. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Bank of Ireland Group U.S. 401(k) Savings Plan ranks in the 80th 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 Bank of Ireland Group U.S. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris Freeman, Southern Tea 401(k) Profit Sharing Plan in NJ ($31M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Bank of Ireland Group U.S. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A 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 132687269.

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.