EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK

Plan Contact

  • Contact person: NANCY SCHULKIND
  • Phone: (212) 635-7972

Plan General Information

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Total Retirement Plan Assets

At the end of 2003, the total retirement plan assets of EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is $81,003,828.00.This plan was established in 1984.

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Total Number of Retirement Plan Participants

At the end of 2003, the total number of retirement plan participants in EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is 2691

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Average Participant Retirement Account Value

In 2003, the average participant retirement account value for EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is $30,101.00

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Estimated Average Employee Contribution Amount

In 2003, the estimated average employee contribution amount per participant for EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is $6,795.00.

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Estimated Average Employer Match

In 2003, the estimated average employer match for an employee in EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is approximately $1,695.00
Investing in this additonal $1,695.00 for 20 years would give you extra $108,519.00, assuming a 10% annual return.

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Total Employer Contribution and Match Rate

In 2003, EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK allocates $4,562,911.00 to match its employees' contributions, providing an employer match rate of 49.90% of their contributions

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Total Retirement Plan Asset Growth Rate

In 2003, the total retirement plan asset growth rate of EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is 43.96%.

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Estimated Aggregate Retirement Account Investment Gain/Loss

In 2003, the estimated aggregate retirement account investment gain/loss for EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is 26.40%. This measures the effectiveness of the plan participants' investments in the year.

EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK Expense Ratio

In 2003, the investment and administrative expense ratio of EMPLOYEES INCENTIVE PLAN OF THE BANK OF NEW YORK is 0.00%.

Enrollment Features

Recent Articles

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Get Started

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Click for tips and plans for income

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …