401(k) · DOL Form 5500 · 2023

Cbos Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
36th
Percentile by assets National rank
$142,988
Avg per participant Near avg balance/head
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Official DOL plan name: Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision · Sponsored by Cbos Bankshares, Inc. · Florida · Finance & Insurance

$3M in assets, 22 participants

Cbos Bankshares, Inc.'s Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,242 in Finance & Insurance (8,869 peers)

Cbos Bankshares, Inc. multi-year trail

Cbos Bankshares, Inc.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision at $3M / 22 participants.

#2,242
in Finance & Insurance (8,869 peers)
+2.9%
assets growth YoY

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision's mid-pack asset rank among Finance & Insurance and all filers

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,145,726 36th percentile higher than 36% of 127,068 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 2023

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported net income fell from $200K in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205533879 · Cbos Bankshares, Inc. PY 2023 · 401(k)

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision · $3M · 22 · 36th

  • 5500 $3M
  • ASSETS 22
  • PCT 36th
  • EIN 401(k)
  • RANK near Aloha Dog and Cat Hospital 401(k) Profit Sharing Plan
  • PHOTO ind #2242

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 →

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision in the asset neighbourhood

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionCbos Bankshares, Inc. Employ…$3MAloha Dog and Cat Hospital 401(k) Profit Sharing PlanAloha Dog and Cat Hospital 4…$3MOne Off Hospitality Group, Ltd. 401(k) PlanOne Off Hospitality Group, L…$3MT1v, Inc. 401(k) Plan$3MMattspell Motors Inc. Profit Sharing PlanMattspell Motors Inc. Profit…$3M
End-of-year total assets ($M) among Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cbos Bankshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cbos Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.815574264009088% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.06M $3.45M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 22 $3M
2024 1 23 $3M

Cbos Bankshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$94K
Employer EIN205533879
Plan Effective Date2007-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision, Total assets ($B): 0.003145726 · Participants: 22Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision side-by-side with 3 peers →

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aloha Dog and Cat Hospital 401(k) Profit Sharing Plan in OR ($3M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision assets move in 2023? ▼
Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision edged up modestly - up 2.9% during 2023, from $3M to $3M. Reported net income was $94K.
How have Cbos Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cbos Bankshares, Inc.'s sponsor-wide assets grew 12.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision? ▼
Among 401(k) plans in other states, the closest by assets is Aloha Dog and Cat Hospital 401(k) Profit Sharing Plan in OR ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205533879.

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.