Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Amalgamated Bank
Amalgamated Bank 401(k)
- Finance and insurance
- New York, NY
- EIN 13-4920330
- 2 plans with Schedule H financials
- Plan year 2024
Administrative expenses excluding investment management, per participant · largest plan, Amalgamated Bank 401(k) Plan for Non-collectively Bargained Employees · plan year 2024
$112.08
Higher than 47% of the 24,371 plans $10 to 50M that report it.
Source
= $36,651 / 327
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930094259NAL0011501489001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930094259NAL0011501489001, received 2025-09-30
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-30.
Largest plan, all six figures: Amalgamated Bank 401(k) Plan for Non-collectively Bargained Employees
Administrative expenses excluding investment management, per participantheadline
$112.08
Higher than 47% of the 24,371 plans $10 to 50M that report it.
Source
= $36,651 / 327
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250930094259NAL0011501489001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930094259NAL0011501489001, received 2025-09-30
Administrative expenses per participant
$112.08
Higher than 30% of the 25,098 plans $10 to 50M that report it.
Source
= $36,651 / 327
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930094259NAL0011501489001, received 2025-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250930094259NAL0011501489001, received 2025-09-30
Administrative expenses as a share of assets
0.081%
Higher than 18% of the 25,132 plans $10 to 50M that report it.
Source
= $36,651 / $45,436,461
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250930094259NAL0011501489001, received 2025-09-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250930094259NAL0011501489001, received 2025-09-30
Employer contributions per participant
not reported
Not reported on this filing.
Employer share of total contributions
not reported
Not reported on this filing.
Plan terms, as stated in Amalgamated Bank's SEC filings
Plan terms are not published in public filings.
Plans sponsored
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Amalgamated Bank 401(k) Plan for Non-collectively Bargained Employees | $45,436,461 | 327 | $112.08 administrative expenses excl. investment management, per participant | 2024 |
| Amalgamated Bank 401(k) Plan for Collectively Bargained Employees | $5,284,248 | 79 | $79.08 administrative expenses excl. investment management, per participant | 2024 |
Alerts, claims and corrections
Sponsor name as filed: AMALGAMATED BANK; SEC registrant: AMALGAMATED BANK (CIK 919192, matched by EIN).