401(k) · DOL Form 5500 · 2022

Fieldpoint Private 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
143
Participants Small participant base
61st
Percentile by assets National rank
$56,836
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust · Sponsored by Fieldpoint Private · Connecticut · Professional & Technical Services

$8M in assets, 143 participants

Fieldpoint Private's Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,705 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust covers 143 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.

#12,705
in Professional & Technical Services (21,562 peers)
-41.8%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,127,615 Top 39% higher than 61% 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

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust 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. Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (143 participants).

DOL schedule card

Filing strip 262436838 · Fieldpoint Private PY 2022 · 401(k)

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust · $8M · 143 · 61st

  • EBSA $8M
  • EBSA 143
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Gerald Jones Automotive Group 401(k) Plan
  • EBSA ind #12705

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & TrustFieldpoint Private Bank & Tr…$8MGerald Jones Automotive Group 401(k) PlanGerald Jones Automotive Grou…$8MVertex Financial Group, Inc. 401(k) Profit Sharing Plan and TrustVertex Financial Group, Inc.…$8MPr Management, Corp. Retirement PlanPr Management, Corp. Retirem…$8MJournal Publishing Co. 401(k) Savings PlanJournal Publishing Co. 401(k…$8M
End-of-year total assets ($M) among Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$8M
Net Income-$6M
Employer EIN262436838
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fieldpoint Private)

Sponsor-wide plan assets over time

All Fieldpoint Private plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.058447035200365% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $8.13M $7.23M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 116 $7M
2024 1 88 $7M

Nearby 401(k) Plans in Connecticut

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

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008127615 · Participants: 143Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Gerald Jones Automotive Group 401(k) Plan in GA ($8M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust contracted severely - down 41.8% during 2022, from $14M to $8M. Reported net income was -$6M.
How have Fieldpoint Private plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fieldpoint Private's sponsor-wide assets declined 11.1%, from $8M to $7M.
Which 401(k) plans are similar in size to Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gerald Jones Automotive Group 401(k) Plan in GA ($8M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Fieldpoint Private Bank & Trust 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants, N/A 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 262436838.

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.