401(k) · DOL Form 5500 · 2022

Bankers Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,286
Participants Near avg headcount
89th
Percentile by assets National rank
$43,667
Avg per participant Low balance/head
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Official DOL plan name: Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · Sponsored by Bankers Healthcare Group, LLC · New York · Finance & Insurance

$56M in assets, 1,286 participants

Bankers Healthcare Group, LLC's Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported $56M in total assets and 1,286 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,605 in Finance & Insurance (9,261 peers)

Where Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits by assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 1,286 participants (~$43,667/participant), up 14.4% in 2022.

#7,605
in Finance & Insurance (9,261 peers)
+14.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's outsized position by total assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$56,155,187 Top 11% higher than 89% 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

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan lands in the large band (1,286 participants).

Published 5500 schedule card

Filing strip 650376686 · Bankers Healthcare Group, LLC PY 2022 · 401(k)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · $56M · 1,286 · 89th

  • SCH $56M
  • EBSA 1,286
  • PART 89th
  • TYPE 401(k)
  • NET near Security Plus Retirement Savings Plan
  • BOOK ind #7605

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 Finance & Insurance retirement plans → · Plans in New York →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in the asset neighbourhood

Tdk - Lambda Americas Inc. 401(k) PlanTdk - Lambda Americas Inc. 4…$56MAsgn Incorporated 401(k) Retirement Savings PlanAsgn Incorporated 401(k) Ret…$56MBankers Healthcare Group, LLC Employees' 401(k) Retirement PlanBankers Healthcare Group, LL…$56MSecurity Plus Retirement Savings PlanSecurity Plus Retirement Sav…$56MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$56M
End-of-year total assets ($M) among Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN650376686
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Healthcare Group, LLC)

Sponsor-wide plan assets over time

All Bankers Healthcare Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 62.8381595452616% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $56.2M $91.4M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 1,286 $56M
2023 1 1,543 $74M
2024 1 1,257 $91M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan, Total assets ($B): 0.056155187 · Participants: 1286Bankers Healthcare Group, LLC Employees' 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Security Plus Retirement Savings Plan in WA ($56M); by covered participants it is Fmc Corporation Savings and Investment Plan in PA (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan assets move in 2022? ▼
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan grew at a solid clip - up 14.4% during 2022, from $49M to $56M. Reported net income was $7M.
How have Bankers Healthcare Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankers Healthcare Group, LLC's sponsor-wide assets grew 62.8%, from $56M to $91M.
Where does Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Plus Retirement Savings Plan in WA ($56M, 829 participants).
Which 401(k) plans cover a similar participant headcount to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fmc Corporation Savings and Investment Plan in PA (1,286 participants, $573M 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 650376686.

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.