401(k) · DOL Form 5500 · 2022

Ocean Bank 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
632
Participants Below avg headcount
92nd
Percentile by assets National rank
$140,046
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ocean Bank 401(k) Savings Plan · Sponsored by Ocean Bank · Florida · Finance & Insurance

$89M in assets, 632 participants

Ocean Bank's Ocean Bank 401(k) Savings Plan reported $89M in total assets and 632 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,087 in Finance & Insurance (9,261 peers)

Where Ocean Bank 401(k) Savings Plan sits by assets

Ocean Bank 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $89M for 632 participants (~$140,046/participant), down 9.2% in 2022.

#8,087
in Finance & Insurance (9,261 peers)
-9.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ocean Bank 401(k) Savings Plan's outsized position by total assets

Ocean Bank 401(k) Savings Plan vs every filed plan by assets

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

$88,508,806 Top 8% higher than 92% 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

Ocean Bank 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ocean Bank 401(k) Savings Plan sits mid-pack in the medium band (632 participants).

DOL schedule card

Filing strip 592237280 · Ocean Bank PY 2022 · 401(k)

Ocean Bank 401(k) Savings Plan · $89M · 632 · 92nd

  • 5500 $89M
  • ASSETS 632
  • PCT 92nd
  • EIN 401(k)
  • RANK near Bowman Consulting Group, Ltd. Retirement Plan
  • PHOTO ind #8087

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 Florida →

Ocean Bank 401(k) Savings Plan in the asset neighbourhood

Physicians East PA Profit Sharing Plan & TrustPhysicians East PA Profit Sh…$89MSevenson Environmental Services, Inc. 401(k) Profit Sharing PlanSevenson Environmental Servi…$89MOcean Bank 401(k) Savings PlanOcean Bank 401(k) Savings Pl…$89MBowman Consulting Group, Ltd. Retirement PlanBowman Consulting Group, Ltd…$89MFastener Industries, Inc. Employee Stock Ownership PlanFastener Industries, Inc. Em…$89M
End-of-year total assets ($M) among Ocean Bank 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$89M
Net Income-$9M
Employer EIN592237280
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocean Bank)

Sponsor-wide plan assets over time

All Ocean Bank plans reported in each filing year

Latest sponsor-wide plan assets
$107M 21.304179608975858% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $88.5M $107M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 632 $89M
2023 1 645 $95M
2024 1 649 $107M

Nearby 401(k) Plans in Florida

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

Ocean Bank 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ocean Bank 401(k) Savings Plan, Total assets ($B): 0.088508806 · Participants: 632Ocean Bank 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ocean Bank 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Ocean Bank 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bowman Consulting Group, Ltd. Retirement Plan in VA ($89M); by covered participants it is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (632 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 Ocean Bank 401(k) Savings Plan assets move in 2022? ▼
Ocean Bank 401(k) Savings Plan pulled back noticeably - down 9.2% during 2022, from $97M to $89M. Reported net income was -$9M.
How have Ocean Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocean Bank's sponsor-wide assets grew 21.3%, from $89M to $107M.
Where does Ocean Bank 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ocean Bank 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ocean Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowman Consulting Group, Ltd. Retirement Plan in VA ($89M, 1,031 participants).
Which 401(k) plans cover a similar participant headcount to Ocean Bank 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA (632 participants, $22M in assets).