Bank Hapoalim B.M. 401(k) match, vesting and fees
What Bank Hapoalim B.M.'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rogoff & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Bank Hapoalim B.M.: employer contribution per participant | $3,991 | |
| Peer median | $3,122 |
| Bank Hapoalim B.M.: average balance | $189,592 | |
| Peer median | $111,687 |
| Bank Hapoalim B.M.: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $55.6M at the end of plan year 2021 to $70.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 385 | $70.3M | $1.5M | $3,991 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 391 | $64.1M | $1.4M | $3,699 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 393 | $57.9M | $1.3M | $3,478 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 369 | $47.3M | $1.1M | $3,091 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 351 | $55.6M | $850K | $2,585 | 0.27% | Not published | Form 5500 ↗ |
Other Bank Hapoalim B.M. plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bank Hapoalim B.M. Employee Savings and Investment Plan for Home Office
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Bank Hapoalim B.M. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rogoff & Co PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Bank Hapoalim B.M. match 401(k) contributions?
The match terms for the Bank Hapoalim B.M. Employee Savings and Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $1.5M in employer contributions, about $3,991 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bank Hapoalim B.M. 401(k) match vested?
The vesting schedule for the Bank Hapoalim B.M. Employee Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bank Hapoalim B.M. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Bank Hapoalim B.M..
I left Bank Hapoalim B.M.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bank Hapoalim B.M., (212) 782-2040) or the recordkeeper, Principal Life Insurance Company. The Bank Hapoalim B.M. old 401(k) page lists the contacts from every plan filing. Find an old Bank Hapoalim B.M. 401(k)
Data from the public Form 5500 annual reports Bank Hapoalim B.M. filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bank Hapoalim B.M.. Not financial advice. Report a correction · Methodology