Plan5500

Employees Thrift Plan Of The American Bankers — Form 5500 plan (American Bankers Association)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Employees Thrift Plan Of The American Bankers is a benefit plan reported by American Bankers Association under EIN 52-1001304 and plan number 002. The latest loaded filing year is 2023. The filing reports 504 participants and $180,520,331 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$180.5MPlan net assets, end of year$180,520,331
Participants504Covered participants reported
Assets / participant$358.2KComputed: assets ÷ participants$358,175 (computed)
Provider compensation$118.3K3 Schedule C provider row(s)$118,349
Plan sponsor
American Bankers Association
EIN
52-1001304
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    504 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$180.5M total assets
Net assets$180.5MLiabilities$0
Money in vs. money out
Total income / additions$45.9M
Total expenses$15.1M
Benefits paid / distributions$15M
Contributions
Employer$6.3M
Participant$4.9M
Full reported line items

Net assets

Total assets (EOY)
$180,520,331
Total liabilities (EOY)
$0
Net assets (EOY)
$180,520,331
Net assets (BOY)
$149,734,095

Income & contributions

Employer contributions
$6,271,644
Participant contributions
$4,870,495
Total contributions
$19,723,966
Total income / additions
$45,904,163

Expenses & distributions

Benefits paid
$14,999,578
Administrative expenses
$118,349
Total expenses
$15,117,927
Net increase / (decrease)
$30,786,236
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Insurance & Annuity$103.3K
    SERVICE PROVIDER · Direct $103.3K · Indirect $0
  2. 2
    Morningstar Investment Management$9.4K
    SERVICE PROVIDER · Direct $9.4K
  3. 3
    Voya Retirement Advisors, LLC$5.7K
    SERVICE PROVIDER · Direct $5.7K

What to inspect next

Frequently asked questions

Who sponsors the Employees Thrift Plan Of The American Bankers?
Employees Thrift Plan Of The American Bankers is reported as sponsored by American Bankers Association (EIN 52-1001304, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Employees Thrift Plan Of The American Bankers?
The latest Form 5500 filing year loaded for Employees Thrift Plan Of The American Bankers is 2023.
How many participants does Employees Thrift Plan Of The American Bankers report?
Employees Thrift Plan Of The American Bankers reports 504 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Employees Thrift Plan Of The American Bankers?
Employees Thrift Plan Of The American Bankers reports $180,520,331 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages