401(k) · DOL Form 5500 · 2024
Board of Trustees of the Amalgamated Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 423
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $168,069
- Avg per participant Above avg balance/head
Official DOL plan name: Savings Plan for Employees of the Amalgamated Life Insurance Company · Sponsored by Board of Trustees of the Amalgamated Life Insurance Company · New York · Finance & Insurance
$71M in assets, 423 participants
Board of Trustees of the Amalgamated Life Insurance Company's Savings Plan for Employees of the Amalgamated Life Insurance Company reported $71M in total assets and 423 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,921 in Finance & Insurance (8,549 peers)
Where Savings Plan for Employees of the Amalgamated Life Insurance Company sits by assets
Savings Plan for Employees of the Amalgamated Life Insurance Company sits in the top quartile of all filed plans by assets, $71M for 423 participants (~$168,069/participant), up 10.0% in 2024.
- #6,921
- in Finance & Insurance (8,549 peers)
- +10.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Savings Plan for Employees of the Amalgamated Life Insurance Company's outsized position by total assets
Savings Plan for Employees of the Amalgamated Life Insurance Company vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,093,189 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Savings Plan for Employees of the Amalgamated Life Insurance Company 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. Savings Plan for Employees of the Amalgamated Life Insurance Company sits mid-pack in the medium band (423 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savings Plan for Employees of the Amalgamated Life Insurance Company reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Savings Plan for Employees of the Amalgamated Life Insurance Company end-of-year assets rose from $65M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Savings Plan for Employees of the Amalgamated Life Insurance Company reported participants rose from 410 in the plan year 2023 filing to 423 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135501223 · Board of Trustees of the Amalgamated Life Insurance Company PY 2024 · 401(k)
Savings Plan for Employees of the Amalgamated Life Insurance Company · $71M · 423 · 88th
- NET $71M
- BOOK 423
- VS-ST 88th
- BOY 401(k)
- SCH near Mariani Enterprises 401(k) Savings Plan
- EBSA ind #6921
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 →
Savings Plan for Employees of the Amalgamated Life Insurance Company in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $6M |
| Employer EIN | 135501223 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Amalgamated Life Insurance Company)
Sponsor-wide plan assets over time
All Board of Trustees of the Amalgamated Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 18.815499872190074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 432 | $60M |
| 2023 | 1 | 410 | $65M |
| 2024 | 1 | 423 | $71M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Savings Plan for Employees of the Amalgamated Life Insurance Company's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mariani Enterprises 401(k) Savings Plan in IL ($71M); by covered participants it is Sioux Center Health 401(k) Plan in IA (423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (423 participants); asset peers above are excluded.
- Sioux Center Health 401(k) Plan (IA) 423 · 0 off
- Ih Mississippi Valley Credit Union 401(k) Plan & Trust (IL) 423 · 0 off
- Kalman & Company, Inc. Employees Savings & Trust (VA) 423 · 0 off
- 403(b) Thrift Plan of Self Help for the Elderly (CA) 423 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.