401(k) · DOL Form 5500 · 2022
Amscot Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,080
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $14,661
- Avg per participant Low balance/head
Official DOL plan name: Amscot Financial, Inc. 401(k) Plan · Sponsored by Amscot Financial, Inc. · Florida · Finance & Insurance
$16M in assets, 1,080 participants
Amscot Financial, Inc.'s Amscot Financial, Inc. 401(k) Plan reported $16M in total assets and 1,080 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,436 in Finance & Insurance (9,261 peers)
Amscot Financial, Inc. multi-year trail
Amscot Financial, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Amscot Financial, Inc. 401(k) Plan at $16M / 1,080 participants.
- #5,436
- in Finance & Insurance (9,261 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amscot Financial, Inc. 401(k) Plan's outsized position by total assets
Amscot Financial, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,833,902 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Amscot Financial, Inc. 401(k) 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. Amscot Financial, Inc. 401(k) Plan lands in the large band (1,080 participants).
Form 5500 schedule snapshot
Filing strip 592742276 · Amscot Financial, Inc. PY 2022 · 401(k)
Amscot Financial, Inc. 401(k) Plan · $16M · 1,080 · 73rd
- ASSETS $16M
- PCT 1,080
- EIN 73rd
- RANK 401(k)
- PHOTO near Techtrans International 401(k) Plan
- IND ind #5436
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 →
Amscot Financial, Inc. 401(k) Plan in the asset neighbourhood
Amscot Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Amscot Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 43.38943110801115% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,080 | $16M |
| 2023 | 1 | 1,005 | $20M |
| 2024 | 1 | 1,071 | $23M |
Amscot Financial, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 592742276 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Amscot Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Techtrans International 401(k) Plan in TX ($16M); by covered participants it is Hood Packaging Corporation Salary Savings Plan in MS (1,080 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Techtrans International 401(k) Plan (TX) $16M · 117
- Arnel Savings Incentive Plan (CA) $16M · 107
- Marketing Alliance Group 401(k) Retirement Plan (GA) $16M · 815
- Positive Beginnings, Inc. Profit Sharing Plan (NY) $16M · 127
Similar participant headcount
Nearest other-state filings by covered participants (1,080 participants); asset peers above are excluded.
- Hood Packaging Corporation Salary Savings Plan (MS) 1,080 · 0 off
- Mall of America Employee Retirement Savings Plan (MN) 1,080 · 0 off
- Bessemer Trust Company 401(k) and Profit Sharing Plan (NJ) 1,080 · 0 off
- Superior Industries, Inc. 401(k) Retirement Plan (MN) 1,080 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.