401(k) · DOL Form 5500 · 2024

Israel Discount Bank of New York 401(k) Plan

Data updated 2026-08-11

$166M
Total assets
600
Participants
93rd
Percentile by assets
$276,033
Avg per participant
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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

$166M in assets, 600 participants

Israel Discount Bank of New York's Israel Discount Bank of New York Savings and Investment Plan reported $166M in total assets and 600 participants in its 2024 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #7,662 in Finance & Insurance (8,549 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, $166M for 600 participants (~$276,033/participant), up 12.2% in 2024.

$166M
total plan assets (2024 EOY)
600
covered participants
93rd
percentile by assets (of 123,622 plans)
$276,033
avg assets per participant

Where Israel Discount Bank of New York Savings and Investment Plan sits 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 2024 · DOL Form 5500

$165,619,699 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Israel Discount Bank of New York Savings and Investment Plan reported net income fell from $26M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Israel Discount Bank of New York Savings and Investment Plan end-of-year assets rose from $148M in the plan year 2023 filing to $166M in the plan year 2024 filing.
  • Israel Discount Bank of New York Savings and Investment Plan reported participants rose from 575 in the plan year 2023 filing to 600 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Finance & Insurance

Israel Discount Bank of New York Savings and Investment Plan vs the 2024 asset distribution

By assets, Israel Discount Bank of New York Savings and Investment Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$166M
Net Income$18M
Employer EIN135596781
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Israel Discount Bank of New York)

$100M$120M$140M$160M$180M 202220232024 $122M $166M ▲ +35.8%
Total plan assets by year, all Israel Discount Bank of New York plans on file
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 ($B) Participants Israel Discount Bank…, Total assets ($B): 0.165619699 · Participants: 600Israel Discount Bank…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Israel Discount Bank of New York Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Israel Discount Bank of New York Savings and Investment Plan assets move in 2024? ▼
Israel Discount Bank of New York Savings and Investment Plan grew at a solid clip - up 12.2% during 2024, from $148M to $166M. Reported net income was $18M.
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 123,622 plans that reported assets for plan year 2024 (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 Lumeris 401(k) Plan in MO ($166M, 1,166 participants).

Next read for Israel Discount Bank of New York Savings…

Scale reading

Ways to act on Israel Discount Bank of New York Savings and Investment Plan's numbers.

  • By total assets, Israel Discount Bank of New York Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Israel Discount Bank of New York's sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 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.