401(k) · DOL Form 5500 · 2022
Bankers Financial Corporation 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 446
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $98,457
- Avg per participant Below avg balance/head
Official DOL plan name: Associates' Savings Plan · Sponsored by Bankers Financial Corporation · Florida · Finance & Insurance
$44M in assets, 446 participants
Bankers Financial Corporation's Associates' Savings Plan reported $44M in total assets and 446 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #7,306 in Finance & Insurance (9,261 peers)
Where Associates' Savings Plan sits by assets
Associates' Savings Plan sits in the top quartile of all filed plans by assets, $44M for 446 participants (~$98,457/participant), down 14.9% in 2022.
- #7,306
- in Finance & Insurance (9,261 peers)
- -14.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Associates' Savings Plan's outsized position by total assets
Associates' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,911,815 Top 13% higher than 87% 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
Associates' 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. Associates' Savings Plan sits mid-pack in the medium band (446 participants).
Published 5500 schedule card
Filing strip 592318812 · Bankers Financial Corporation PY 2022 · 401(k)
Associates' Savings Plan · $44M · 446 · 87th
- EOY $44M
- EOY 446
- EOY 87th
- EOY 401(k)
- EOY near Clasen Quality Chocolate 401(k) Plan
- EOY ind #7306
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 →
Associates' Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | -$8M |
| Employer EIN | 592318812 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bankers Financial Corporation)
Sponsor-wide plan assets over time
All Bankers Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 14.775708997680919% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 446 | $44M |
| 2023 | 1 | 465 | $50M |
| 2024 | 1 | 415 | $50M |
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
Associates' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Clasen Quality Chocolate 401(k) Plan in WI ($44M); by covered participants it is Livingston-Wyoming Arc 401(k) Retirement Plan in NY (446 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Clasen Quality Chocolate 401(k) Plan (WI) $44M · 496
- Nexen Group Inc. Retirement Savings Plan (MN) $44M · 102
- Tuv Rheinland 401(k) Profit Sharing Plan (MA) $44M · 409
- Pacers Basketball, LLC Retirement Savings Plan (IN) $44M · 2,509
Similar participant headcount
Nearest other-state filings by covered participants (446 participants); asset peers above are excluded.
- Livingston-Wyoming Arc 401(k) Retirement Plan (NY) 446 · 0 off
- Flushing Bank 401(k) Savings Plan (NY) 446 · 0 off
- Bedford Industries, Inc. Salary Savings Plan (MN) 446 · 0 off
- Servpro Industries, LLC 401(k) Plan (TN) 446 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.