Benchmarking American Express Retirement Savings Plan in New York, NY against all plans
American Express Retirement Savings Plan in New York, NY has the 5th-highest diversity of asset types (53.6%) among all the 828 plans. That 53.6% compares to an average of 21.5% across those 828 plans.
American Express Retirement Savings Plan has these standings among all the 828 plans related to asset types (values of zero are not shown):
American Express Retirement Savings Plan has these standings among all the 828 plans related to asset types (values of zero are not shown):
- diversity of asset types = 53.6% (5th-highest)
- total noninterest-bearing cash = $6,834,896 (11th-most)
- receivables - employer contributions = $93,524,810 (35th-most)
- other receivables (not employer nor participant contributions) = $9,126,641 (47th-most)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) = $49,194,021 (96th-most)
- U.S. government securities = $839.80M (6th-most)
- corporate debt instruments (below preferred & other than employer securities) = $91,974,216 (26th-most)
- corporate common stocks (other than employer securities) = $1,300,875,492 (17th-most)
- participant loans = $58,575,196 (156th-most)
- value of interest in common/collective trusts = $2,752,028,791 (125th-highest)
- value of interest in registered investment companies (e.g., mutual funds) = $396.00M (381st-highest)
- other general investments = $287,833,145 (64th-most)
- employer-related securities investments = $654,157,954 (53rd-most)
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Peers
beat out by Elevator Constructors Local 1 Annuity & 401k FD Union Local No. 1 Annuity & 401k Fund in Englewood Cliffs, NJ (71.9%), IBM 401 (K) Plus Plan in Armonk, NY (63.6%), Deferred Salary Plan of the Electrical Industry in Flushing, NY (54.3%), and FirstEnergy Corp. Savings Plan in Akron, OH (54.2%).
beat Morgan Stanley 401(K) Plan in New York, NY (53.1%), Savings Plan for Employees of Ntca and Its Members in Arlington, VA (52.1%), Edison 401(K) Savings Plan in Rosemead, CA (50.6%), and Fujifilm Long Term Savings Plan in Valhalla, NY (48.7%), and 819 others, ending with Union Pacific Agreement Employee 401k Retirement Thrift Plan in Omaha, NE (0.0%).
beat Morgan Stanley 401(K) Plan in New York, NY (53.1%), Savings Plan for Employees of Ntca and Its Members in Arlington, VA (52.1%), Edison 401(K) Savings Plan in Rosemead, CA (50.6%), and Fujifilm Long Term Savings Plan in Valhalla, NY (48.7%), and 819 others, ending with Union Pacific Agreement Employee 401k Retirement Thrift Plan in Omaha, NE (0.0%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.