401(k) · DOL Form 5500 · 2024

Amalgamated Bank 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
219
Participants Below avg headcount
83rd
Percentile by assets National rank
$207,472
Avg per participant Above avg balance/head
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Official DOL plan name: Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · Sponsored by Amalgamated Bank · New York · Finance & Insurance

$45M in assets, 219 participants

Amalgamated Bank's Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported $45M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,305 in Finance & Insurance (8,549 peers)

Coverage in New York

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $45M.

#6,305
in Finance & Insurance (8,549 peers)
+11.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's outsized position by total assets

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$45,436,461 Top 17% higher than 83% of 123,620 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 2024

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees 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. Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees reported participants rose from 199 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134920330 · Amalgamated Bank PY 2024 · 401(k)

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees · $45M · 219 · 83rd

  • VS-ST $45M
  • VS-ST 219
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Mundi/Westport 401(k) Plan
  • VS-ST ind #6305

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 →

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees in the asset neighbourhood

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesAmalgamated Bank 401(k) Plan…$45MMundi/Westport 401(k) Plan$45MDominion Anesthesia PLLC$45MAnuvu Retirement Plan$45MCoastal Community Bank 401(k) PlanCoastal Community Bank 401(k…$45M
End-of-year total assets ($M) among Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN134920330
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Bank)

Sponsor-wide plan assets over time

All Amalgamated Bank plans reported in each filing year

Latest sponsor-wide plan assets
$51M 31.61390935099343% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $50.7M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 247 $39M
2023 2 245 $46M
2024 2 270 $51M

Nearby 401(k) Plans in New York

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

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees, Total assets ($B): 0.045436461 · Participants: 219Amalgamated Bank 401(k) Plan for Non-Collectively Bargained EmployeesIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees side-by-side with 3 peers →

Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mundi/Westport 401(k) Plan in NJ ($45M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees assets move in 2024? ▼
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees grew at a solid clip - up 11.8% during 2024, from $41M to $45M. Reported net income was $5M.
How have Amalgamated Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Bank's sponsor-wide assets grew 31.6%, from $39M to $51M.
Where does Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees rank by assets among Form 5500 filers? ▼
Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by assets is Mundi/Westport 401(k) Plan in NJ ($45M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Bank 401(k) Plan for Non-Collectively Bargained Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is The Joy Companies, Inc. Retirement Plan in MD (219 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134920330.

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.