Defined Benefit (Pension) · DOL Form 5500 · 2024

Bank Hapoalim B.M. Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
74
Participants Small participant base
87th
Percentile by assets National rank
$852,432
Avg per participant High balance/head
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Official DOL plan name: Bank Hapoalim B.M. Pension Plan · Sponsored by Bank Hapoalim B.M. · New York · Finance & Insurance

$63M in assets, 74 participants

Bank Hapoalim B.M.'s Bank Hapoalim B.M. Pension Plan reported $63M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,778 in Finance & Insurance (8,549 peers)

Where Bank Hapoalim B.M. Pension Plan sits by assets

Bank Hapoalim B.M. Pension Plan sits in the top quartile of all filed plans by assets, $63M for 74 participants (~$852,432/participant), down 5.0% in 2024.

#6,778
in Finance & Insurance (8,549 peers)
-5.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bank Hapoalim B.M. Pension Plan's outsized position by total assets

Bank Hapoalim B.M. Pension Plan vs every filed plan by assets

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

$63,079,993 Top 13% higher than 87% 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

Bank Hapoalim B.M. Pension 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. Bank Hapoalim B.M. Pension Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank Hapoalim B.M. Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Bank Hapoalim B.M. Pension Plan reported participants fell from 84 in the plan year 2023 filing to 74 in the plan year 2024 filing.
  • Bank Hapoalim B.M. Pension Plan end-of-year assets fell from $66M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132775750 · Bank Hapoalim B.M. PY 2024 · Defined Benefit (Pension)

Bank Hapoalim B.M. Pension Plan · $63M · 74 · 87th

  • BOY $63M
  • SCH 74
  • EBSA 87th
  • PART Defined Benefit (Pension)
  • TYPE near San Diego County Theatrical Pension Plan
  • NET ind #6778

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 →

Bank Hapoalim B.M. Pension Plan in the asset neighbourhood

United Mine Workers of America 1974 Pension Trust Employees' Pension PlanUnited Mine Workers of Ameri…$63MBank Hapoalim B.M. Pension PlanBank Hapoalim B.M. Pension P…$63MSan Diego County Theatrical Pension PlanSan Diego County Theatrical …$63MFresh Mark, Inc. Pension Plan$63MJ.G. Boswell Company Employees' Retirement PlanJ.G. Boswell Company Employe…$63M
End-of-year total assets ($M) among Bank Hapoalim B.M. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$63M
Net Income-$3M
Employer EIN132775750
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Hapoalim B.M.)

Sponsor-wide plan assets over time

All Bank Hapoalim B.M. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 15.278846291525753% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $110M $127M ▲ +15.3%
Year Plans Participants Total Assets
2022 2 307 $110M
2023 2 312 $124M
2024 2 324 $127M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bank Hapoalim B.M. Pension Plan, Total assets ($B): 0.063079993 · Participants: 74Bank Hapoalim B.M. Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Bank Hapoalim B.M. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bank Hapoalim B.M. Pension Plan side-by-side with 3 peers →

Bank Hapoalim B.M. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is San Diego County Theatrical Pension Plan in CA ($63M); by covered participants it is The Gonnella Pension Plan in IL (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Bank Hapoalim B.M. Pension Plan assets move in 2024? ▼
Bank Hapoalim B.M. Pension Plan pulled back noticeably - down 5.0% during 2024, from $66M to $63M. Reported net income was -$3M.
How have Bank Hapoalim B.M. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank Hapoalim B.M.'s sponsor-wide assets grew 15.3%, from $110M to $127M.
Where does Bank Hapoalim B.M. Pension Plan rank by assets among Form 5500 filers? ▼
Bank Hapoalim B.M. Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Diego County Theatrical Pension Plan in CA ($63M, 889 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bank Hapoalim B.M. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Gonnella Pension Plan in IL (74 participants, N/A 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 132775750.

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.