ESOP · DOL Form 5500 · 2023
Investors Bank ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 885
- Participants Near avg headcount
Official DOL plan name: Investors Bank Amended and Restated Employee Stock Ownership Plan · Sponsored by Investors Bank · New Jersey · Finance & Insurance
N/A in assets, 885 participants
Investors Bank's Investors Bank Amended and Restated Employee Stock Ownership Plan reported N/A in total assets and 885 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Investors Bank Amended and Restated Employee Stock Ownership Plan holds N/A for 885 participants.
- -$127M
- reported net income
The plan reported a net loss of $127M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Investors Bank Amended and Restated Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investors Bank Amended and Restated Employee Stock Ownership Plan sits mid-pack in the medium band (885 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Investors Bank Amended and Restated Employee Stock Ownership Plan reported net income fell from -$23M in the plan year 2022 filing to -$127M in the plan year 2023 filing.
- Investors Bank Amended and Restated Employee Stock Ownership Plan reported participants fell from 1,287 in the plan year 2022 filing to 885 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 221368780 · Investors Bank PY 2023 · ESOP
Investors Bank Amended and Restated Employee Stock Ownership Plan · N/A · 885
- BOOK N/A
- BOOK 885
- BOOK PY 2023
- BOOK ESOP
- BOOK near Alvest S.a.S Employee Stock Ownership Plan
- BOOK -$127M
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 What is an ESOP? → · Plans in New Jersey →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$127M |
| Employer EIN | 221368780 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investors Bank)
Sponsor-wide plan assets over time
All Investors Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,042 | $127M |
| 2023 | 1 | 885 | N/A |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Okonite Company Employees Stock Ownership Plan $421M · 1,127
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $309M · 1,571
- Conair LLC Savings and Investment Plan $301M · 1,050
- Amboy Bancorporation Employee Stock Ownership Plan $107M · 193
- Columbia Bank Employee Stock Ownership Plan $86M · 729
Investors Bank Amended and Restated Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside New Jersey, the nearest ESOP by covered participants is Alvest S.a.S Employee Stock Ownership Plan in CT (886 participants; this filing: 885 participants).
Similar participant headcount
Nearest other-state filings by covered participants (885 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.