401(k) · DOL Form 5500 · 2022

Basswood Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
18
Participants Small participant base
70th
Percentile by assets National rank
$739,530
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust · Sponsored by Basswood Capital Management LLC · New York · Finance & Insurance

$13M in assets, 18 participants

Basswood Capital Management LLC's Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust reported $13M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,057 in Finance & Insurance (9,261 peers)

Basswood Capital Management LLC multi-year trail

Basswood Capital Management LLC's plans moved +41.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust at $13M / 18 participants.

#5,057
in Finance & Insurance (9,261 peers)
+4.9%
assets growth YoY

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust's outsized position by total assets

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs every filed plan by assets

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

$13,311,542 Top 30% higher than 70% 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

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust is a small filing (18 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 134045628 · Basswood Capital Management LLC PY 2022 · 401(k)

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust · $13M · 18 · 70th

  • BOOK $13M
  • VS-ST 18
  • BOY 70th
  • SCH 401(k)
  • EBSA near H&m Trucking, Inc. 401(k) Plan
  • PART ind #5057

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 New York →

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust in the asset neighbourhood

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings TrustProfit Sharing Plan Under Ba…$13MH&m Trucking, Inc. 401(k) PlanH&m Trucking, Inc. 401(k) Pl…$13MLegal Aid of Western Missouri Profit Sharing PlanLegal Aid of Western Missour…$13MTrue Homes, LLC 401(k) Plan$13MBarrett Daffin Frappier Turner & Engel, LLP 401(k) PlanBarrett Daffin Frappier Turn…$13M
End-of-year total assets ($M) among Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Basswood Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Basswood Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.91949362440505% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.9M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 18 $13M
2023 1 19 $15M
2024 1 18 $19M

Basswood Capital Management LLC filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$618K
Employer EIN134045628
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust, Total assets ($B): 0.013311542 · Participants: 18Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust side-by-side with 3 peers →

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is H&m Trucking, Inc. 401(k) Plan in NE ($13M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust assets move in 2022? ▼
Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust edged up modestly - up 4.9% during 2022, from $13M to $13M. Reported net income was $618K.
How have Basswood Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basswood Capital Management LLC's sponsor-wide assets grew 41.9%, from $13M to $19M.
Which 401(k) plans are similar in size to Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is H&m Trucking, Inc. 401(k) Plan in NE ($13M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 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 134045628.

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.