ESOP · DOL Form 5500 · 2022

Intracoastal Bancorp ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
36th
Percentile by assets National rank
$59,788
Avg per participant Low balance/head
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Official DOL plan name: Intracoastal Bank Employee Stock Ownership Plan · Sponsored by Intracoastal Bancorp · Florida · Finance & Insurance

$2M in assets, 39 participants

Intracoastal Bancorp's Intracoastal Bank Employee Stock Ownership Plan reported $2M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,270 in Finance & Insurance (9,261 peers)

Intracoastal Bancorp multi-year trail

Intracoastal Bancorp's plans moved +27.1% in assets from 2022 to 2024; this filing shows Intracoastal Bank Employee Stock Ownership Plan at $2M / 39 participants.

#2,270
in Finance & Insurance (9,261 peers)
+54.9%
assets growth YoY

Intracoastal Bank Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Intracoastal Bank Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,331,751 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Intracoastal Bank Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Intracoastal Bank Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 261783674 · Intracoastal Bancorp PY 2022 · ESOP

Intracoastal Bank Employee Stock Ownership Plan · $2M · 39 · 36th

  • PART $2M
  • TYPE 39
  • NET 36th
  • BOOK ESOP
  • VS-ST near Zimmerman Marine, Inc. Employee Stock Ownership Plan
  • BOY ind #2270

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Florida →

Intracoastal Bank Employee Stock Ownership Plan in the asset neighbourhood

Intracoastal Bank Employee Stock Ownership PlanIntracoastal Bank Employee S…$2MZimmerman Marine, Inc. Employee Stock Ownership PlanZimmerman Marine, Inc. Emplo…$2MDmh Electric, Inc. Employee Stock Ownership Plan and TrustDmh Electric, Inc. Employee …$2MAllwest Testing & Engineering, Inc. Employee Stock Ownership PlanAllwest Testing & Engineerin…$2MAcropolis Technology Group Employee Stock Ownership PlanAcropolis Technology Group E…$2M
End-of-year total assets ($M) among Intracoastal Bank Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Intracoastal Bancorp multi-year asset trail

Sponsor-wide plan assets over time

All Intracoastal Bancorp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.1424779060886% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.33M $2.96M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 39 $2M
2023 1 35 $3M
2024 1 43 $3M

Intracoastal Bancorp filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$827K
Employer EIN261783674
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Intracoastal Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Intracoastal Bank Employee Stock Ownership Plan, Total assets ($B): 0.002331751 · Participants: 39Intracoastal Bank Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Intracoastal Bank Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Intracoastal Bank Employee Stock Ownership Plan side-by-side with 3 peers →

Intracoastal Bank Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Zimmerman Marine, Inc. Employee Stock Ownership Plan in VA ($2M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Intracoastal Bank Employee Stock Ownership Plan assets move in 2022? ▼
Intracoastal Bank Employee Stock Ownership Plan surged - up 54.9% during 2022, from $2M to $2M. Reported net income was $827K.
How have Intracoastal Bancorp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intracoastal Bancorp's sponsor-wide assets grew 27.1%, from $2M to $3M.
Which ESOP plans are similar in size to Intracoastal Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zimmerman Marine, Inc. Employee Stock Ownership Plan in VA ($2M, 51 participants).
Which ESOP plans cover a similar participant headcount to Intracoastal Bank Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261783674.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.