401(k) · DOL Form 5500 · 2024

Societe Generale (New York) 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
2,082
Participants Near avg headcount
99th
Percentile by assets National rank
$528,898
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Societe Generale Savings and Investment/Retirement Plan · Sponsored by Societe Generale (New York) · New York · Finance & Insurance

$1.1B in assets, 2,082 participants

Societe Generale (New York)'s Societe Generale Savings and Investment/Retirement Plan reported $1.1B in total assets and 2,082 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,317 in Finance & Insurance (8,549 peers)

Coverage in New York

Societe Generale Savings and Investment/Retirement Plan covers 2,082 participants in New York, 2.6x the typical New York plan (state average ~798 per filing). Assets: $1.1B.

#8,317
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY
11×
vs typical plan assets (national mean)

Societe Generale Savings and Investment/Retirement Plan's outsized position by total assets

Societe Generale Savings and Investment/Retirement Plan vs every filed plan by assets

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

$1,101,166,416 Top 1% higher than 99% 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

Societe Generale Savings and Investment/Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Societe Generale Savings and Investment/Retirement Plan lands in the large band (2,082 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Societe Generale Savings and Investment/Retirement Plan reported net income fell from $143M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Societe Generale Savings and Investment/Retirement Plan end-of-year assets rose from $984M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
  • Societe Generale Savings and Investment/Retirement Plan reported participants rose from 1,983 in the plan year 2023 filing to 2,082 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521128875 · Societe Generale (New York) PY 2024 · 401(k)

Societe Generale Savings and Investment/Retirement Plan · $1.1B · 2,082 · 99th

  • EBSA $1.1B
  • EBSA 2,082
  • EBSA 99th
  • EBSA 401(k)
  • EBSA near Autozone, Inc. 401(k) Plan
  • EBSA ind #8317

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 →

Societe Generale Savings and Investment/Retirement Plan in the asset neighbourhood

Societe Generale Savings and Investment/Retirement PlanSociete Generale Savings and…$1.1BAutozone, Inc. 401(k) Plan$1.1BAdvanced Drainage Systems, Inc. Retirement and Stock Ownership PlanAdvanced Drainage Systems, I…$1.1BIllumina, Inc. 401(k) Plan$1.1BCommerce Bancshares, Inc. Participating Investment PlanCommerce Bancshares, Inc. Pa…$1.1B
End-of-year total assets ($B) among Societe Generale Savings and Investment/Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$984M
Net Assets (End of Year)$1.1B
Net Income$117M
Employer EIN521128875
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Societe Generale (New York))

Sponsor-wide plan assets over time

All Societe Generale (New York) plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 22.760359330107768% vs 2022
2024 filing year
$1B$1.1B$1.2B$1.3B$1.4B 202220232024 $1.08B $1.33B ▲ +23.1%
Year Plans Participants Total Assets
2022 2 2,527 $1.1B
2023 2 2,448 $1.2B
2024 2 2,496 $1.3B

Nearby 401(k) Plans in New York

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

Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Societe Generale Savings and Investment/Retirement Plan, Total assets ($B): 1.101166416 · Participants: 2082Societe Generale Savings and Investment/Retirement 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
Societe Generale Savings and Investment/Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Societe Generale Savings and Investment/Retirement Plan side-by-side with 3 peers →

Societe Generale Savings and Investment/Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Autozone, Inc. 401(k) Plan in TN ($1.1B); by covered participants it is Bbd Opco LLC 401(k) Profit Sharing Plan in CA (2,082 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,082 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 Societe Generale Savings and Investment/Retirement Plan assets move in 2024? ▼
Societe Generale Savings and Investment/Retirement Plan grew at a solid clip - up 11.9% during 2024, from $984M to $1.1B. Reported net income was $117M.
How have Societe Generale (New York) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Societe Generale (New York)'s sponsor-wide assets grew 22.8%, from $1.1B to $1.3B.
Where does Societe Generale Savings and Investment/Retirement Plan rank by assets among Form 5500 filers? ▼
Societe Generale Savings and Investment/Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Societe Generale Savings and Investment/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autozone, Inc. 401(k) Plan in TN ($1.1B, 20,036 participants).
Which 401(k) plans cover a similar participant headcount to Societe Generale Savings and Investment/Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbd Opco LLC 401(k) Profit Sharing Plan in CA (2,082 participants, $4M 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 521128875.

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.