401(k) · DOL Form 5500 · 2022

First State Bank of the Florida Keys 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
135
Participants Small participant base
75th
Percentile by assets National rank
$131,698
Avg per participant Near avg balance/head
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Official DOL plan name: First State Bank of the Florida Keys Profit Sharing Retirement Plan · Sponsored by First State Bank of the Florida Keys · Florida · Finance & Insurance

$18M in assets, 135 participants

First State Bank of the Florida Keys's First State Bank of the Florida Keys Profit Sharing Retirement Plan reported $18M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,677 in Finance & Insurance (9,261 peers)

Coverage in Florida

First State Bank of the Florida Keys Profit Sharing Retirement Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#5,677
in Finance & Insurance (9,261 peers)
-11.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First State Bank of the Florida Keys Profit Sharing Retirement Plan's outsized position by total assets

First State Bank of the Florida Keys Profit Sharing Retirement Plan vs every filed plan by assets

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

$17,779,255 Top 25% higher than 75% 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

First State Bank of the Florida Keys Profit Sharing Retirement 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. First State Bank of the Florida Keys Profit Sharing Retirement Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 650790413 · First State Bank of the Florida Keys PY 2022 · 401(k)

First State Bank of the Florida Keys Profit Sharing Retirement Plan · $18M · 135 · 75th

  • PCT $18M
  • EIN 135
  • RANK 75th
  • PHOTO 401(k)
  • IND near Chervon North America, Inc. 401(k) Plan
  • EOY ind #5677

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 →

First State Bank of the Florida Keys Profit Sharing Retirement Plan in the asset neighbourhood

First State Bank of the Florida Keys Profit Sharing Retirement PlanFirst State Bank of the Flor…$18MChervon North America, Inc. 401(k) PlanChervon North America, Inc. …$18MStaywell Health Center 401(k) PlanStaywell Health Center 401(k…$18MMonti, Inc. Savings and Incentive Plan & TrustMonti, Inc. Savings and Ince…$18MMesch, Clark & Rothschild, P.C. 401(k) Profit Sharing PlanMesch, Clark & Rothschild, P…$18M
End-of-year total assets ($M) among First State Bank of the Florida Keys Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN650790413
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First State Bank of the Florida Keys)

Sponsor-wide plan assets over time

All First State Bank of the Florida Keys plans reported in each filing year

Latest sponsor-wide plan assets
$20M 11.86250492498139% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.8M $19.9M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 135 $18M
2023 1 141 $20M
2024 1 157 $20M

Nearby 401(k) Plans in Florida

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

First State Bank of the Florida Keys Profit Sharing Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants First State Bank of the Florida Keys Profit Sharing Retirement Plan, Total assets ($B): 0.017779255 · Participants: 135First State Bank of the Florida Keys Profit Sharing Retirement PlanL3harris 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
First State Bank of the Florida Keys Profit Sharing Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare First State Bank of the Florida Keys Profit Sharing Retirement Plan side-by-side with 3 peers →

First State Bank of the Florida Keys Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Chervon North America, Inc. 401(k) Plan in IL ($18M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 First State Bank of the Florida Keys Profit Sharing Retirement Plan assets move in 2022? ▼
First State Bank of the Florida Keys Profit Sharing Retirement Plan pulled back noticeably - down 11.8% during 2022, from $20M to $18M. Reported net income was -$2M.
How have First State Bank of the Florida Keys plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First State Bank of the Florida Keys's sponsor-wide assets grew 11.9%, from $18M to $20M.
Where does First State Bank of the Florida Keys Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
First State Bank of the Florida Keys Profit Sharing Retirement Plan ranks in the 75th 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 First State Bank of the Florida Keys Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chervon North America, Inc. 401(k) Plan in IL ($18M, 172 participants).
Which 401(k) plans cover a similar participant headcount to First State Bank of the Florida Keys Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 650790413.

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.