401(k) · DOL Form 5500 · 2023

Societe Generale (New York) 401(k) Plan

Data updated 2026-08-25

$984M
Total assets Above avg plan size
1,983
Participants Near avg headcount
99th
Percentile by assets National rank
$496,385
Avg per participant High balance/head
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Official DOL plan name: Societe Generale Savings and Investment/Retirement Plan · Sponsored by Societe Generale (New York) · New York · Finance & Insurance

$984M in assets, 1,983 participants

Societe Generale (New York)'s Societe Generale Savings and Investment/Retirement Plan reported $984M in total assets and 1,983 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,642 in Finance & Insurance (8,869 peers)

Coverage in New York

Societe Generale Savings and Investment/Retirement Plan covers 1,983 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $984M.

#8,642
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY
9.9×
vs typical plan assets (national mean)

Societe Generale Savings and Investment/Retirement Plan's outsized position by total assets

Societe Generale Savings and Investment/Retirement Plan vs every filed plan by assets

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

$984,331,942 Top 1% higher than 99% 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

Societe Generale Savings and Investment/Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Societe Generale Savings and Investment/Retirement Plan lands in the large band (1,983 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Societe Generale Savings and Investment/Retirement Plan reported net income rose from -$175M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Societe Generale Savings and Investment/Retirement Plan end-of-year assets rose from $841M in the plan year 2022 filing to $984M in the plan year 2023 filing.
  • Societe Generale Savings and Investment/Retirement Plan reported participants fell from 2,011 in the plan year 2022 filing to 1,983 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521128875 · Societe Generale (New York) PY 2023 · 401(k)

Societe Generale Savings and Investment/Retirement Plan · $984M · 1,983 · 99th

  • BOOK $984M
  • VS-ST 1,983
  • BOY 99th
  • SCH 401(k)
  • EBSA near Perrigo Company Profit-Sharing and Investment Plan
  • PART ind #8642

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 →

Societe Generale Savings and Investment/Retirement Plan in the asset neighbourhood

Hannaford Bros. Co. 401(k) PlanHannaford Bros. Co. 401(k) P…$986MTexas Oncology, P.a. 401(k) PlanTexas Oncology, P.a. 401(k) …$986MGoodwin Procter LLP Partnership Profit Sharing Savings PlanGoodwin Procter LLP Partners…$985MSociete Generale Savings and Investment/Retirement PlanSociete Generale Savings and…$984MPerrigo Company Profit-Sharing and Investment PlanPerrigo Company Profit-Shari…$983M
End-of-year total assets ($M) among Societe Generale Savings and Investment/Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$841M
Net Assets (End of Year)$984M
Net Income$143M
Employer EIN521128875
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Societe Generale (New York))

Sponsor-wide plan assets over time

All Societe Generale (New York) plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 22.760359330107768% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
Year Plans Participants Total Assets
2022 2 2,527 $1.1B
2023 2 2,448 $1.2B
2024 2 2,496 $1.3B

Nearby 401(k) Plans in New York

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

Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Societe Generale Savings and Investment/Retirement Plan, Total assets ($B): 0.984331942 · Participants: 1983Societe Generale Savings and Investment/Retirement PlanIBM 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
Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Societe Generale Savings and Investment/Retirement Plan side-by-side with 3 peers →

Societe Generale Savings and Investment/Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perrigo Company Profit-Sharing and Investment Plan in MI ($983M); by covered participants it is Sl America 401(k) Retirement Plan in TN (1,983 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($984M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,983 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 Societe Generale Savings and Investment/Retirement Plan assets move in 2023? ▼
Societe Generale Savings and Investment/Retirement Plan grew sharply - up 17.0% during 2023, from $841M to $984M. Reported net income was $143M.
How have Societe Generale (New York) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Societe Generale (New York)'s sponsor-wide assets grew 22.8%, from $1.1B to $1.3B.
Where does Societe Generale Savings and Investment/Retirement Plan rank by assets among Form 5500 filers? ▼
Societe Generale Savings and Investment/Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Societe Generale Savings and Investment/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perrigo Company Profit-Sharing and Investment Plan in MI ($983M, 4,945 participants).
Which 401(k) plans cover a similar participant headcount to Societe Generale Savings and Investment/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sl America 401(k) Retirement Plan in TN (1,983 participants, $23M 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 521128875.

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.