401(k) · DOL Form 5500 · 2023
Commonwealth Bank of Austrailia 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 90
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $313,825
- Avg per participant High balance/head
Official DOL plan name: Commonwealth Bank of Australia Employees 401(k) Savings Plan · Sponsored by Commonwealth Bank of Austrailia · New York · Finance & Insurance
$28M in assets, 90 participants
Commonwealth Bank of Austrailia's Commonwealth Bank of Australia Employees 401(k) Savings Plan reported $28M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #5,934 in Finance & Insurance (8,869 peers)
Where Commonwealth Bank of Australia Employees 401(k) Savings Plan sits by assets
Commonwealth Bank of Australia Employees 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $28M for 90 participants (~$313,825/participant), up 23.2% in 2023.
- #5,934
- in Finance & Insurance (8,869 peers)
- +23.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Commonwealth Bank of Australia Employees 401(k) Savings Plan's outsized position by total assets
Commonwealth Bank of Australia Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,244,256 Top 22% higher than 78% 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
Commonwealth Bank of Australia Employees 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. Commonwealth Bank of Australia Employees 401(k) Savings Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Commonwealth Bank of Australia Employees 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Commonwealth Bank of Australia Employees 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Commonwealth Bank of Australia Employees 401(k) Savings Plan reported participants rose from 86 in the plan year 2022 filing to 90 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132847964 · Commonwealth Bank of Austrailia PY 2023 · 401(k)
Commonwealth Bank of Australia Employees 401(k) Savings Plan · $28M · 90 · 78th
- SCH $28M
- EBSA 90
- PART 78th
- TYPE 401(k)
- NET near Fisher Companies 401(k) Profit Sharing Plan
- BOOK ind #5934
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 →
Commonwealth Bank of Australia Employees 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $5M |
| Employer EIN | 132847964 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commonwealth Bank of Austrailia)
Sponsor-wide plan assets over time
All Commonwealth Bank of Austrailia plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 39.54337852553836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $23M |
| 2023 | 1 | 90 | $28M |
| 2024 | 1 | 89 | $32M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Commonwealth Bank of Australia Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Fisher Companies 401(k) Profit Sharing Plan in WA ($28M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- International Marine Products Retirement Plan (CA) 90 · 0 off
- Co-Op 401(k) Plan (WA) 90 · 0 off
- Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
- East Coast Mechanical Inc (FL) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.