401(k) · DOL Form 5500 · 2022

Banco Itau International 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
227
Participants Below avg headcount
86th
Percentile by assets National rank
$185,192
Avg per participant Above avg balance/head
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Official DOL plan name: Banco Itau International 401(k) · Sponsored by Banco Itau International · Florida · Finance & Insurance

$42M in assets, 227 participants

Banco Itau International's Banco Itau International 401(k) reported $42M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,254 in Finance & Insurance (9,261 peers)

Coverage in Florida

Banco Itau International 401(k) covers 227 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $42M.

#7,254
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banco Itau International 401(k)'s outsized position by total assets

Banco Itau International 401(k) vs every filed plan by assets

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

$42,038,474 Top 14% higher than 86% 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

Banco Itau International 401(k) 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. Banco Itau International 401(k) sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 042488669 · Banco Itau International PY 2022 · 401(k)

Banco Itau International 401(k) · $42M · 227 · 86th

  • NET $42M
  • NET 227
  • NET 86th
  • NET 401(k)
  • NET near Alphia, Inc. 401(k) Plan
  • NET ind #7254

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 →

Banco Itau International 401(k) in the asset neighbourhood

Doncasters, Inc. Employee Savings PlanDoncasters, Inc. Employee Sa…$42MBanco Itau International 401(k)Banco Itau International 401…$42MAlphia, Inc. 401(k) Plan$42MGriffiths Corporation Retirement Savings PlanGriffiths Corporation Retire…$42MBranded Entertainment Network 401(k) Savings PlanBranded Entertainment Networ…$42M
End-of-year total assets ($M) among Banco Itau International 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$42M
Net Income-$5M
Employer EIN042488669
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banco Itau International)

Sponsor-wide plan assets over time

All Banco Itau International plans reported in each filing year

Latest sponsor-wide plan assets
$61M 45.450403361454086% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42M $61.2M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 227 $42M
2023 1 244 $54M
2024 1 272 $61M

Nearby 401(k) Plans in Florida

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

Banco Itau International 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Banco Itau International 401(k), Total assets ($B): 0.042038474 · Participants: 227Banco Itau International 401(k)L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Banco Itau International 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants

Banco Itau International 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Alphia, Inc. 401(k) Plan in CO ($42M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Banco Itau International 401(k) assets move in 2022?
Banco Itau International 401(k) pulled back noticeably - down 11.5% during 2022, from $48M to $42M. Reported net income was -$5M.
How have Banco Itau International plan assets changed over time?
Across 3 plan years on file (2022-2024), Banco Itau International's sponsor-wide assets grew 45.5%, from $42M to $61M.
Where does Banco Itau International 401(k) rank by assets among Form 5500 filers?
Banco Itau International 401(k) ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Banco Itau International 401(k)?
Among 401(k) plans in other states, the closest by assets is Alphia, Inc. 401(k) Plan in CO ($42M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Banco Itau International 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M in assets).