401(k)
2022 plan-year 401(k) DOL Form 5500

Amerant Bank, N.a. Retirement Benefits Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Amerant Bank, N.a. ยท Florida ยท Finance & Insurance

What the 2023 filing shows

Amerant Bank, N.a. Retirement Benefits Plan holds $118M for 678 participants - about $173,354 per participant, down 24.2% over the 2022 plan year.

$118M
total plan assets (2022 EOY)
678
covered participants
$173,354
avg assets per participant
-24.2%
assets change YoY

The plan reported a net loss of $38M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$118M
Participants
678
State
Industry
Finance & Insurance

What the Filing Says About Amerant Bank, N.a. Retirement Benefits Plan

Amerant Bank, N.a. Retirement Benefits Plan is a 401(k) retirement plan sponsored by Amerant Bank, N.a., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $118M in total end-of-year assets and covers 678 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 591846933, and the plan has been effective since 1988-11-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $155M at the beginning of 2022 to $118M at year-end โ€” a decline of 24.2%. Net assets (after liabilities) closed the year at $118M, with reported net income of $-37,513,161 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$155M
Total Assets (End of Year)$118M
Net Assets (End of Year)$118M
Net Income$-37,513,161
Plan Type401(k)
Employer EIN591846933
Plan Effective Date1988-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerant Bank, N.a.)

Year Plans Participants Total Assets
2022 1 678 $118M
2023 1 676 $129M
2024 1 683 $142M

Nearby 401(k) Plans in Florida

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Frequently Asked Questions

How much money is in the Amerant Bank, N.a. Retirement Benefits Plan?
As of the 2022 Form 5500 filing, Amerant Bank, N.a. Retirement Benefits Plan holds $118M in total assets with 678 participants. It is sponsored by Amerant Bank, N.a..
What type of plan is Amerant Bank, N.a. Retirement Benefits Plan?
Amerant Bank, N.a. Retirement Benefits Plan is a 401(k) plan. It has been effective since 1988-11-15. The plan is filed with the U.S. Department of Labor under EIN 591846933.
Who sponsors the Amerant Bank, N.a. Retirement Benefits Plan?
Amerant Bank, N.a. Retirement Benefits Plan is sponsored by Amerant Bank, N.a., located in Florida. The sponsor's EIN is 591846933 and the plan operates in the Finance & Insurance industry.
How did Amerant Bank, N.a. Retirement Benefits Plan perform in 2022?
Amerant Bank, N.a. Retirement Benefits Plan declined by 24.2% during 2022, moving from $155M to $118M in total assets. Net income was $-37,513,161.
Where can I find official filings for Amerant Bank, N.a. Retirement Benefits Plan?
Official Form 5500 filings for Amerant Bank, N.a. Retirement Benefits Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591846933 or plan name at efast.dol.gov.
How does Amerant Bank, N.a. Retirement Benefits Plan compare to other plans?
You can compare Amerant Bank, N.a. Retirement Benefits Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 591846933.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.