401(k) · DOL Form 5500 · 2022

Bayfirst National Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
621
Participants Below avg headcount
75th
Percentile by assets National rank
$27,719
Avg per participant Low balance/head
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Official DOL plan name: Bayfirst National Bank 401(k) Plan · Sponsored by Bayfirst National Bank · Florida · Finance & Insurance

$17M in assets, 621 participants

Bayfirst National Bank's Bayfirst National Bank 401(k) Plan reported $17M in total assets and 621 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.

  • #5,609 in Finance & Insurance (9,261 peers)

Where Bayfirst National Bank 401(k) Plan sits by assets

Bayfirst National Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 621 participants (~$27,719/participant), down 13.8% in 2022.

#5,609
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bayfirst National Bank 401(k) Plan's outsized position by total assets

Bayfirst National Bank 401(k) Plan vs every filed plan by assets

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

$17,213,792 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

Bayfirst National Bank 401(k) 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. Bayfirst National Bank 401(k) Plan sits mid-pack in the medium band (621 participants).

Plan-year Form 5500 strip

Filing strip 593526917 · Bayfirst National Bank PY 2022 · 401(k)

Bayfirst National Bank 401(k) Plan · $17M · 621 · 75th

  • BOOK $17M
  • BOOK 621
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Med-Metrix 401(k) Plan
  • BOOK ind #5609

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 →

Bayfirst National Bank 401(k) Plan in the asset neighbourhood

Bayfirst National Bank 401(k) PlanBayfirst National Bank 401(k…$17MMed-Metrix 401(k) Plan$17MEbenezer Society 403b Thrift PlanEbenezer Society 403b Thrift…$17MCanandaigua Wine Company, Inc. Union 401(k) PlanCanandaigua Wine Company, In…$17MSymphona LLP Retirement Plan$17M
End-of-year total assets ($M) among Bayfirst National Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN593526917
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bayfirst National Bank)

Sponsor-wide plan assets over time

All Bayfirst National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.504454616082946% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.7M $20.9M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 1,238 $19M
2023 2 564 $19M
2024 2 596 $21M

Nearby 401(k) Plans in Florida

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

Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Bayfirst National Bank 401(k) Plan, Total assets ($B): 0.017213792 · Participants: 621Bayfirst National Bank 401(k) 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
Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bayfirst National Bank 401(k) Plan side-by-side with 3 peers →

Bayfirst National Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Med-Metrix 401(k) Plan in NJ ($17M); by covered participants it is Sram LLC Retirement Savings Plan in IL (621 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (621 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 Bayfirst National Bank 401(k) Plan assets move in 2022? ▼
Bayfirst National Bank 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Bayfirst National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bayfirst National Bank's sponsor-wide assets grew 11.5%, from $19M to $21M.
Where does Bayfirst National Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Bayfirst National Bank 401(k) 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 Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Med-Metrix 401(k) Plan in NJ ($17M, 656 participants).
Which 401(k) plans cover a similar participant headcount to Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sram LLC Retirement Savings Plan in IL (621 participants, $53M 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 593526917.

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.