401(k) · DOL Form 5500 · 2023

Lloyds Bank Corporate Markets PLC 401(k) Plan

Data updated 2026-08-11

$127M
Total assets: 283
Participants: 93rd
Percentile by assets: $449,075
Avg per participant

Official DOL plan name: Lloyds Bank Corporate Markets PLC 401(k) Plan · Sponsored by Lloyds Bank Corporate Markets PLC · New York · Finance & Insurance

$127M in assets, 283 participants

Lloyds Bank Corporate Markets PLC's Lloyds Bank Corporate Markets PLC 401(k) Plan reported $127M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#7,867 in Finance & Insurance (8,869 peers)

Coverage in New York

Lloyds Bank Corporate Markets PLC 401(k) Plan covers 283 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY): 283
covered participants: 93rd
percentile by assets (of 127,072 plans): $449,075
avg assets per participant

Lloyds Bank Corporate Markets PLC 401(k) Plan reported net income rose from -$26M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Lloyds Bank Corporate Markets PLC 401(k) Plan end-of-year assets rose from $111M in the plan year 2022 filing to $127M in the plan year 2023 filing.
Lloyds Bank Corporate Markets PLC 401(k) Plan reported participants rose from 251 in the plan year 2022 filing to 283 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Lloyds Bank Corporate Markets PLC 401(k) Plan reports 283 participants - about 35% of that state average ($127M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$111M
Net Assets (End of Year)	$127M
Net Income	$16M
Employer EIN	981390502
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lloyds Bank Corporate Markets PLC)

Total plan assets by year, all Lloyds Bank Corporate Markets PLC plans on file

Year	Plans	Participants	Total Assets
2022	1	251	$111M
2023	2	599	$127M
2024	1	280	$130M

Nearby 401(k) Plans in New York

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

Lloyds Bank Corporate Markets PLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Compare Lloyds Bank Corporate Markets PLC 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lloyds Bank Corporate Markets PLC 401(k) Plan by total assets, not by location.

Schenck Process 401(k) Retirement Savings Plan (KS) $127M · 834
Bpm Profit Sharing 401(k) Plan (CA) $127M · 696
Patrick Industries, Inc. 401(k) Employee Savings Plan (IN) $127M · 9,544
Okland 401(k) Profit Sharing Plan (UT) $127M · 775

Frequently Asked Questions

How did Lloyds Bank Corporate Markets PLC 401(k) Plan assets move in 2023? ▼

Lloyds Bank Corporate Markets PLC 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $111M to $127M. Reported net income was $16M.

How have Lloyds Bank Corporate Markets PLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lloyds Bank Corporate Markets PLC's sponsor-wide assets grew 17.3%, from $111M to $130M.

Where does Lloyds Bank Corporate Markets PLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Lloyds Bank Corporate Markets PLC 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Lloyds Bank Corporate Markets PLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Schenck Process 401(k) Retirement Savings Plan in KS ($127M, 834 participants).

Next read for Lloyds Bank Corporate Markets PLC 401(k)…

Filing takeaways

Ways to act on Lloyds Bank Corporate Markets PLC 401(k) Plan's numbers.

By total assets, Lloyds Bank Corporate Markets PLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Lloyds Bank Corporate Markets PLC's sponsor-wide assets have grown 17.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 981390502.