ESOP · DOL Form 5500 · 2022

Investors Bank ESOP

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,287
Participants Near avg headcount
94th
Percentile by assets National rank
$98,570
Avg per participant Below avg balance/head
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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.

  • #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.

#8,341
in Finance & Insurance (9,261 peers)
-45.4%
assets change YoY
1.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Investors Bank Amended and Restated Employee Stock Ownership Plan vs every filed plan by assets

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

$126,859,258 Top 6% higher than 94% 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

Investors Bank Amended and Restated Employee Stock Ownership 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. Investors Bank Amended and Restated Employee Stock Ownership Plan lands in the large band (1,287 participants).

Published 5500 schedule card

Filing strip 221368780 · Investors Bank PY 2022 · ESOP

Investors Bank Amended and Restated Employee Stock Ownership Plan · $127M · 1,287 · 94th

  • PHOTO $127M
  • IND 1,287
  • EOY 94th
  • 5500 ESOP
  • ASSETS near Pacific Industrial Corp. Employee Stock Ownership Plan
  • PCT ind #8341

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 What is an ESOP? → · Plans in New Jersey →

Investors Bank Amended and Restated Employee Stock Ownership Plan in the asset neighbourhood

Investors Bank Amended and Restated Employee Stock Ownership PlanInvestors Bank Amended and R…$127MPacific Industrial Corp. Employee Stock Ownership PlanPacific Industrial Corp. Emp…$127MNew England Biolabs, Inc. Non-Voting Stock Ownership PlanNew England Biolabs, Inc. No…$126MSignature Homes Employee Stock Ownership PlanSignature Homes Employee Sto…$126MWunderlich-Malec Engineering, Inc. Employee Stock Ownership PlanWunderlich-Malec Engineering…$126M
End-of-year total assets ($M) among Investors Bank Amended and Restated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$232M
Net Assets (End of Year)$127M
Net Income-$23M
Employer EIN221368780
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investors Bank)

Sponsor-wide plan assets over time

All Investors Bank plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M$150M 20222023 $127M $0M ▼ -100.0%
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 Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Investors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 96.920269 · Participants: 193Amboy Bancorporation Employee Stock Ownership Plan
Investors Bank Amended and Restated Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Investors Bank Amended and Restated Employee Stock Ownership Plan side-by-side with 3 peers →

Investors Bank Amended and Restated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Pacific Industrial Corp. Employee Stock Ownership Plan in OR ($127M); by covered participants it is Norco, Inc. Employee Stock Ownership Plan in ID (1,298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,287 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 Investors Bank Amended and Restated Employee Stock Ownership Plan assets move in 2022? ▼
Investors Bank Amended and Restated Employee Stock Ownership Plan contracted severely - down 45.4% during 2022, from $232M to $127M. Reported net income was -$23M.
Where does Investors Bank Amended and Restated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Investors Bank Amended and Restated Employee Stock Ownership Plan ranks in the 94th 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 ESOP plans are similar in size to Investors Bank Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Industrial Corp. Employee Stock Ownership Plan in OR ($127M, 57 participants).
Which ESOP plans cover a similar participant headcount to Investors Bank Amended and Restated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Norco, Inc. Employee Stock Ownership Plan in ID (1,298 participants, $220M 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 221368780.

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.