401(k)
2023 plan-year 401(k) DOL Form 5500

Commonwealth Bank of Australia Employees 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Commonwealth Bank of Austrailia · New York · Finance & Insurance

What the 2023 filing shows

Commonwealth Bank of Australia Employees 401(k) Savings Plan holds $28M for 90 participants — about $313,825 per participant, up 23.2% over the 2023 plan year.

$28M
total plan assets (2023 EOY)
90
covered participants
$313,825
avg assets per participant
+23.2%
assets growth YoY
Total Assets (2023)
$28M
Participants
90
State
Industry
Finance & Insurance

What the Filing Says About Commonwealth Bank of Australia Employees 401(k) Savings Plan

Commonwealth Bank of Australia Employees 401(k) Savings Plan is a 401(k) retirement plan sponsored by Commonwealth Bank of Austrailia, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 90 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 132847964, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2023 to $28M at year-end — a gain of 23.2%. Net assets (after liabilities) closed the year at $28M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$5M
Plan Type401(k)
Employer EIN132847964
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Bank of Austrailia)

Year Plans Participants Total Assets
2022 1 86 $23M
2023 1 90 $28M
2024 1 89 $32M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Commonwealth Bank of Australia Employees 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Commonwealth Bank of Australia Employees 401(k) Savings Plan holds $28M in total assets with 90 participants. It is sponsored by Commonwealth Bank of Austrailia.
What type of plan is Commonwealth Bank of Australia Employees 401(k) Savings Plan?
Commonwealth Bank of Australia Employees 401(k) Savings Plan is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 132847964.
Who sponsors the Commonwealth Bank of Australia Employees 401(k) Savings Plan?
Commonwealth Bank of Australia Employees 401(k) Savings Plan is sponsored by Commonwealth Bank of Austrailia, located in New York. The sponsor's EIN is 132847964 and the plan operates in the Finance & Insurance industry.
How did Commonwealth Bank of Australia Employees 401(k) Savings Plan perform in 2023?
Commonwealth Bank of Australia Employees 401(k) Savings Plan grew by 23.2% during 2023, moving from $23M to $28M in total assets. Net income was $5M.
Where can I find official filings for Commonwealth Bank of Australia Employees 401(k) Savings Plan?
Official Form 5500 filings for Commonwealth Bank of Australia Employees 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132847964 or plan name at efast.dol.gov.
How does Commonwealth Bank of Australia Employees 401(k) Savings Plan compare to other plans?
You can compare Commonwealth Bank of Australia Employees 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 132847964.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.