ESOP · DOL Form 5500 · 2022
Investors Bank ESOP
Data updated 2026-08-11
- $127M
- Total assets
- 1,287
- Participants
- 94th
- Percentile by assets
- $98,570
- Avg per participant
Official DOL plan name: Investors Bank Amended and Restated Employee Stock Ownership Plan · Sponsored by Investors Bank · New Jersey · Finance & Insurance
$127M in assets, 1,287 participants
Investors Bank's Investors Bank Amended and Restated Employee Stock Ownership Plan reported $127M in total assets and 1,287 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,341 in Finance & Insurance (9,261 peers)
Where Investors Bank Amended and Restated Employee Stock Ownership Plan sits by assets
Investors Bank Amended and Restated Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $127M for 1,287 participants (~$98,570/participant), down 45.4% in 2022.
- $127M
- total plan assets (2022 EOY)
- 1,287
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $98,570
- avg assets per participant
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Investors Bank Amended and Restated Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Investors Bank Amended and Restated Employee Stock Ownership Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$23M |
| Employer EIN | 221368780 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investors Bank)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,042 | $127M |
| 2023 | 1 | 885 | N/A |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
Investors Bank Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
- Johnson and Johnson Retirement Savings Plan $511M · 3,858
- Okonite Company Employees Stock Ownership Plan $376M · 1,111
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $303M · 1,383
- Conair LLC Savings and Investment Plan $299M · 1,131
- Amboy Bancorporation Employee Stock Ownership Plan $97M · 193
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Investors Bank Amended and Restated Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Investors Bank Amended and Restated Employee Stock Ownership Plan assets move in 2022? ▼
Where does Investors Bank Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Investors Bank Amended and Restated Employee Stock Ownership Plan's numbers.
- By total assets, Investors Bank Amended and Restated Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Jersey. Compare plans