401(k) · DOL Form 5500 · 2024

Dz Bank Ag, New York Branch 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
71
Participants Small participant base
88th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan · Sponsored by Dz Bank Ag, New York Branch · New York · Finance & Insurance

$71M in assets, 71 participants

Dz Bank Ag, New York Branch's Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported $71M in total assets and 71 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.

  • #6,928 in Finance & Insurance (8,549 peers)

Where Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan sits by assets

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan sits in the top quartile of all filed plans by assets, $71M for 71 participants (~$1.0M/participant), up 14.3% in 2024.

#6,928
in Finance & Insurance (8,549 peers)
+14.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan's outsized position by total assets

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan vs every filed plan by assets

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

$71,378,288 Top 12% higher than 88% 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

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported net income rose from $101K in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan end-of-year assets rose from $62M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan reported participants rose from 66 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132847358 · Dz Bank Ag, New York Branch PY 2024 · 401(k)

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan · $71M · 71 · 88th

  • BOY $71M
  • SCH 71
  • EBSA 88th
  • PART 401(k)
  • TYPE near Streck LLC Retirement Plan
  • NET ind #6928

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 →

Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan in the asset neighbourhood

Dz Bank Ag, New York Branch 401(k) Savings and Investment PlanDz Bank Ag, New York Branch …$71MStreck LLC Retirement Plan$71MGunton Corporation Retirement Savings PlanGunton Corporation Retiremen…$71MC. E. Niehoff Savings and Profit Sharing PlanC. E. Niehoff Savings and Pr…$71MSpilman Thomas & Battle 401(k) PlanSpilman Thomas & Battle 401(…$71M
End-of-year total assets ($M) among Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$71M
Net Income$9M
Employer EIN132847358
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dz Bank Ag, New York Branch)

Sponsor-wide plan assets over time

All Dz Bank Ag, New York Branch plans reported in each filing year

Latest sponsor-wide plan assets
$119M 11.608371583176497% vs 2022
2024 filing year
$105M$110M$115M$120M$125M 202220232024 $107M $119M ▲ +11.6%
Year Plans Participants Total Assets
2022 2 135 $107M
2023 2 129 $108M
2024 2 132 $119M

Nearby 401(k) Plans in New York

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

Dz Bank Ag, New York Branch 401(k) 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 ($B) Participants Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan, Total assets ($B): 0.071378288 · Participants: 71Dz Bank Ag, New York Branch 401(k) Savings and Investment PlanIBM 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
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan side-by-side with 3 peers →

Dz Bank Ag, New York Branch 401(k) 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 Streck LLC Retirement Plan in NE ($71M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 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 (71 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 Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan assets move in 2024? ▼
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan grew at a solid clip - up 14.3% during 2024, from $62M to $71M. Reported net income was $9M.
How have Dz Bank Ag, New York Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dz Bank Ag, New York Branch's sponsor-wide assets grew 11.6%, from $107M to $119M.
Where does Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan ranks in the 88th 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 Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Streck LLC Retirement Plan in NE ($71M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Dz Bank Ag, New York Branch 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 132847358.

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.