401(k) · DOL Form 5500 · 2024

Industrial and Commercial Bank O 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
91
Participants Small participant base
78th
Percentile by assets National rank
$340,171
Avg per participant High balance/head
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Official DOL plan name: Industrial and Commercial Bank of China Financial Services LLC · Sponsored by Industrial and Commercial Bank O · New York · Finance & Insurance

$31M in assets, 91 participants

Industrial and Commercial Bank O's Industrial and Commercial Bank of China Financial Services LLC reported $31M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,592 in Finance & Insurance (8,549 peers)

Where Industrial and Commercial Bank of China Financial Services LLC sits by assets

Industrial and Commercial Bank of China Financial Services LLC sits in the top quartile of all filed plans by assets, $31M for 91 participants (~$340,171/participant), up 4.1% in 2024.

#5,592
in Finance & Insurance (8,549 peers)
+4.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Industrial and Commercial Bank of China Financial Services LLC's outsized position by total assets

Industrial and Commercial Bank of China Financial Services LLC vs every filed plan by assets

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

$30,955,520 Top 22% higher than 78% 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

Industrial and Commercial Bank of China Financial Services LLC among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Industrial and Commercial Bank of China Financial Services LLC is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Industrial and Commercial Bank of China Financial Services LLC reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Industrial and Commercial Bank of China Financial Services LLC end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Industrial and Commercial Bank of China Financial Services LLC reported participants fell from 92 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 300234854 · Industrial and Commercial Bank O PY 2024 · 401(k)

Industrial and Commercial Bank of China Financial Services LLC · $31M · 91 · 78th

  • BOY $31M
  • SCH 91
  • EBSA 78th
  • PART 401(k)
  • TYPE near Flywheel Energy Retirement Plan
  • NET ind #5592

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 →

Industrial and Commercial Bank of China Financial Services LLC in the asset neighbourhood

Industrial and Commercial Bank of China Financial Services LLCIndustrial and Commercial Ba…$31MOnethirtyone LLC 401(k) Profit Sharing Plan and TrustOnethirtyone LLC 401(k) Prof…$31MFlywheel Energy Retirement PlanFlywheel Energy Retirement P…$31MSbera 401(k) Plan as Adopted by the Bank of CantonSbera 401(k) Plan as Adopted…$31MAdvantis Credit Union 401(k) PlanAdvantis Credit Union 401(k)…$31M
End-of-year total assets ($M) among Industrial and Commercial Bank of China Financial Services LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN300234854
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Industrial and Commercial Bank O)

Sponsor-wide plan assets over time

All Industrial and Commercial Bank O plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.016292557320384% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.4M $31M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 96 $25M
2023 1 92 $30M
2024 1 91 $31M

Nearby 401(k) Plans in New York

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

Industrial and Commercial Bank of China Financial Services LLC vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Industrial and Commercial Bank of China Financial Services LLC, Total assets ($B): 0.03095552 · Participants: 91Industrial and Commercial Bank of China Financial Services LLCIBM 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
Industrial and Commercial Bank of China Financial Services LLC vs. nearby 401(k) plans in New York, assets vs. participants

Industrial and Commercial Bank of China Financial Services LLC's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Flywheel Energy Retirement Plan in OK ($31M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Industrial and Commercial Bank of China Financial Services LLC assets move in 2024?
Industrial and Commercial Bank of China Financial Services LLC edged up modestly - up 4.1% during 2024, from $30M to $31M. Reported net income was $1M.
How have Industrial and Commercial Bank O plan assets changed over time?
Across 3 plan years on file (2022-2024), Industrial and Commercial Bank O's sponsor-wide assets grew 22.0%, from $25M to $31M.
Where does Industrial and Commercial Bank of China Financial Services LLC rank by assets among Form 5500 filers?
Industrial and Commercial Bank of China Financial Services LLC ranks in the 78th 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 Industrial and Commercial Bank of China Financial Services LLC?
Among 401(k) plans in other states, the closest by assets is Flywheel Energy Retirement Plan in OK ($31M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Industrial and Commercial Bank of China Financial Services LLC?
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).