401(k) · DOL Form 5500 · 2023

Israel Discount Bank of New York 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
575
Participants Below avg headcount
93rd
Percentile by assets National rank
$256,756
Avg per participant Above avg balance/head
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Official DOL plan name: Israel Discount Bank of New York Savings and Investment Plan · Sponsored by Israel Discount Bank of New York · New York · Finance & Insurance

$148M in assets, 575 participants

Israel Discount Bank of New York's Israel Discount Bank of New York Savings and Investment Plan reported $148M in total assets and 575 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.

  • #7,964 in Finance & Insurance (8,869 peers)

Where Israel Discount Bank of New York Savings and Investment Plan sits by assets

Israel Discount Bank of New York Savings and Investment Plan sits in the top 10% of all filed plans by assets, $148M for 575 participants (~$256,756/participant), up 21.1% in 2023.

#7,964
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Israel Discount Bank of New York Savings and Investment Plan's outsized position by total assets

Israel Discount Bank of New York Savings and Investment Plan vs every filed plan by assets

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

$147,634,931 Top 7% higher than 93% 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

Israel Discount Bank of New York Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Israel Discount Bank of New York Savings and Investment Plan sits mid-pack in the medium band (575 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Israel Discount Bank of New York Savings and Investment Plan reported net income rose from -$27M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Israel Discount Bank of New York Savings and Investment Plan end-of-year assets rose from $122M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • Israel Discount Bank of New York Savings and Investment Plan reported participants rose from 532 in the plan year 2022 filing to 575 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135596781 · Israel Discount Bank of New York PY 2023 · 401(k)

Israel Discount Bank of New York Savings and Investment Plan · $148M · 575 · 93rd

  • VS-ST $148M
  • VS-ST 575
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Erlanger Health 401(a) Retirement Savings Plan
  • VS-ST ind #7964

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 →

Israel Discount Bank of New York Savings and Investment Plan in the asset neighbourhood

Loram Retirement Plan$148MDanfoss USA Savings Plan II$148MErlanger Health 401(a) Retirement Savings PlanErlanger Health 401(a) Retir…$148MIsrael Discount Bank of New York Savings and Investment PlanIsrael Discount Bank of New …$148MPacificsource 401(k) Plan$148M
End-of-year total assets ($M) among Israel Discount Bank of New York Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$148M
Net Income$26M
Employer EIN135596781
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Israel Discount Bank of New York)

Sponsor-wide plan assets over time

All Israel Discount Bank of New York plans reported in each filing year

Latest sponsor-wide plan assets
$166M 35.84113290759312% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $166M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 532 $122M
2023 1 575 $148M
2024 1 600 $166M

Nearby 401(k) Plans in New York

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

Israel Discount Bank of New York Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Israel Discount Bank of New York Savings and Investment Plan, Total assets ($B): 0.147634931 · Participants: 575Israel Discount Bank of New York Savings and Investment 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
Israel Discount Bank of New York Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Israel Discount Bank of New York Savings and Investment Plan side-by-side with 3 peers →

Israel Discount Bank of New York Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Erlanger Health 401(a) Retirement Savings Plan in TN ($148M); by covered participants it is Air Canada U.S. Tax Incentive Savings Plan in (575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Israel Discount Bank of New York Savings and Investment Plan assets move in 2023? ▼
Israel Discount Bank of New York Savings and Investment Plan grew sharply - up 21.1% during 2023, from $122M to $148M. Reported net income was $26M.
How have Israel Discount Bank of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Israel Discount Bank of New York's sponsor-wide assets grew 35.8%, from $122M to $166M.
Where does Israel Discount Bank of New York Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Israel Discount Bank of New York Savings and Investment 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 Israel Discount Bank of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Erlanger Health 401(a) Retirement Savings Plan in TN ($148M, 5,589 participants).
Which 401(k) plans cover a similar participant headcount to Israel Discount Bank of New York Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Canada U.S. Tax Incentive Savings Plan in (575 participants, $47M 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 135596781.

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.