401(k) · DOL Form 5500 · 2024

Unicredit Bank Gmbh, New York Branch 401(k) Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size
107
Participants Small participant base
95th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Unicredit Bank Gmbh, New York Branch · Sponsored by Unicredit Bank Gmbh, New York Branch · New York · Finance & Insurance

$220M in assets, 107 participants

Unicredit Bank Gmbh, New York Branch's Unicredit Bank Gmbh, New York Branch reported $220M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,808 in Finance & Insurance (8,549 peers)

Coverage in New York

Unicredit Bank Gmbh, New York Branch covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $220M.

#7,808
in Finance & Insurance (8,549 peers)
+15.3%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Unicredit Bank Gmbh, New York Branch's outsized position by total assets

Unicredit Bank Gmbh, New York Branch vs every filed plan by assets

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

$220,220,332 Top 5% higher than 95% 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

Unicredit Bank Gmbh, New York Branch 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. Unicredit Bank Gmbh, New York Branch sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unicredit Bank Gmbh, New York Branch reported net income rose from $20M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Unicredit Bank Gmbh, New York Branch end-of-year assets rose from $191M in the plan year 2023 filing to $220M in the plan year 2024 filing.
  • Unicredit Bank Gmbh, New York Branch reported participants fell from 114 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132774123 · Unicredit Bank Gmbh, New York Branch PY 2024 · 401(k)

Unicredit Bank Gmbh, New York Branch · $220M · 107 · 95th

  • EIN $220M
  • EIN 107
  • EIN 95th
  • EIN 401(k)
  • EIN near Vaco 401(k) Plan
  • EIN ind #7808

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 →

Unicredit Bank Gmbh, New York Branch in the asset neighbourhood

Vaco 401(k) Plan$220MMack UAW 401(k) Plan$220MUnicredit Bank Gmbh, New York BranchUnicredit Bank Gmbh, New Yor…$220MWayne J. Griffin Electric, Inc. Retirement Savings PlanWayne J. Griffin Electric, I…$220MCentrus Savings Program$220M
End-of-year total assets ($M) among Unicredit Bank Gmbh, New York Branch and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$220M
Net Income$29M
Employer EIN132774123
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unicredit Bank Gmbh, New York Branch)

Sponsor-wide plan assets over time

All Unicredit Bank Gmbh, New York Branch plans reported in each filing year

Latest sponsor-wide plan assets
$220M 28.899953464506172% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $171M $220M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 142 $171M
2023 1 114 $191M
2024 1 107 $220M

Nearby 401(k) Plans in New York

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

Unicredit Bank Gmbh, New York Branch vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Unicredit Bank Gmbh, New York Branch, Total assets ($B): 0.220220332 · Participants: 107Unicredit Bank Gmbh, New York BranchIBM 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
Unicredit Bank Gmbh, New York Branch vs. nearby 401(k) plans in New York, assets vs. participants
Compare Unicredit Bank Gmbh, New York Branch side-by-side with 3 peers →

Unicredit Bank Gmbh, New York Branch's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vaco 401(k) Plan in TN ($220M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($220M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Unicredit Bank Gmbh, New York Branch assets move in 2024? ▼
Unicredit Bank Gmbh, New York Branch grew sharply - up 15.3% during 2024, from $191M to $220M. Reported net income was $29M.
How have Unicredit Bank Gmbh, New York Branch plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unicredit Bank Gmbh, New York Branch's sponsor-wide assets grew 28.9%, from $171M to $220M.
Where does Unicredit Bank Gmbh, New York Branch rank by assets among Form 5500 filers? ▼
Unicredit Bank Gmbh, New York Branch ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Unicredit Bank Gmbh, New York Branch? ▼
Among 401(k) plans in other states, the closest by assets is Vaco 401(k) Plan in TN ($220M, 5,857 participants).
Which 401(k) plans cover a similar participant headcount to Unicredit Bank Gmbh, New York Branch? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 132774123.

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.