401(k) · DOL Form 5500 · 2022

Banyan Street Advisors LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
129
Participants Small participant base
57th
Percentile by assets National rank
$52,191
Avg per participant Low balance/head
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Official DOL plan name: Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Banyan Street Advisors LLC · Florida · Real Estate

$7M in assets, 129 participants

Banyan Street Advisors LLC's Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,711 in Real Estate (5,057 peers)

Coverage in Florida

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust covers 129 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#3,711
in Real Estate (5,057 peers)
-9.0%
assets change YoY

The plan reported a net loss of $670K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,732,698 Top 43% higher than 57% 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

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust 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. Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (129 participants).

DOL schedule card

Filing strip 800718963 · Banyan Street Advisors LLC PY 2022 · 401(k)

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust · $7M · 129 · 57th

  • PCT $7M
  • EIN 129
  • RANK 57th
  • PHOTO 401(k)
  • IND near Star Nursery 401(k) Plan
  • EOY ind #3711

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 Real Estate retirement plans → · Plans in Florida →

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustBanyan Street Advisors LLC 4…$7MStar Nursery 401(k) Plan$7MContinental Carbon Company Retirement Savings Plan for Bargaining EmployeesContinental Carbon Company R…$7MPoultry Products Company of New England LLC 401(k) Profit Sharing PlanPoultry Products Company of …$7M403(b) Thrift Plan of Episcopal Homes of Minnesota403(b) Thrift Plan of Episco…$7M
End-of-year total assets ($M) among Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$670K
Employer EIN800718963
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banyan Street Advisors LLC)

Sponsor-wide plan assets over time

All Banyan Street Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.01258217730841% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.73M $10.5M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 129 $7M
2023 1 106 $8M
2024 1 112 $11M

Nearby 401(k) Plans in Florida

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

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006732698 · Participants: 129Banyan Street Advisors LLC 401(k) Profit Sharing Plan & TrustL3harris 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
Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Star Nursery 401(k) Plan in NV ($7M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.0% during 2022, from $7M to $7M. Reported net income was -$670K.
How have Banyan Street Advisors LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Banyan Street Advisors LLC's sponsor-wide assets grew 56.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Star Nursery 401(k) Plan in NV ($7M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Banyan Street Advisors LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).