401(k) · DOL Form 5500 · 2024
Australia & New Zealand Banking Group Limited (Anz) 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $479,715
- Avg per participant High balance/head
Official DOL plan name: Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · Sponsored by Australia & New Zealand Banking Group Limited (Anz) · New York · Finance & Insurance
$71M in assets, 148 participants
Australia & New Zealand Banking Group Limited (Anz)'s Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported $71M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,916 in Finance & Insurance (8,549 peers)
Coverage in New York
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $71M.
- #6,916
- in Finance & Insurance (8,549 peers)
- +6.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's outsized position by total assets
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,997,869 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Australia and New Zealand Banking Group Ltd. Retirement Savings Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported net income fell from $13M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Australia and New Zealand Banking Group Ltd. Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Australia and New Zealand Banking Group Ltd. Retirement Savings Plan reported participants rose from 140 in the plan year 2023 filing to 148 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 132623463 · Australia & New Zealand Banking Group Limited (Anz) PY 2024 · 401(k)
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan · $71M · 148 · 88th
- RANK $71M
- PHOTO 148
- IND 88th
- EOY 401(k)
- 5500 near Gulf Coast Bank and Trust Company Savings Incentive Plan
- ASSETS ind #6916
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 →
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $5M |
| Employer EIN | 132623463 |
| Plan Effective Date | 1986-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Australia & New Zealand Banking Group Limited (Anz))
Sponsor-wide plan assets over time
All Australia & New Zealand Banking Group Limited (Anz) plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 33.900188821906816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $53M |
| 2023 | 1 | 140 | $66M |
| 2024 | 1 | 148 | $71M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Australia and New Zealand Banking Group Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Gulf Coast Bank and Trust Company Savings Incentive Plan in LA ($71M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Contentful 401(k) Plan (CO) 148 · 0 off
- Woodpeckers LLC 401(k) Plan (OH) 148 · 0 off
- Dee King Trucking 401(k) Plan (TX) 148 · 0 off
- Evidation Health 401(k) Plan (CA) 148 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.