401(k) · DOL Form 5500 · 2023

Finemark National Bank & Trust 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
247
Participants Below avg headcount
80th
Percentile by assets National rank
$132,542
Avg per participant Near avg balance/head
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Official DOL plan name: Finemark National Bank & Trust 401(k) Plan · Sponsored by Finemark National Bank & Trust · Florida · Finance & Insurance

$33M in assets, 247 participants

Finemark National Bank & Trust's Finemark National Bank & Trust 401(k) Plan reported $33M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,215 in Finance & Insurance (8,869 peers)

Coverage in Florida

Finemark National Bank & Trust 401(k) Plan covers 247 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $33M.

#6,215
in Finance & Insurance (8,869 peers)
+34.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Finemark National Bank & Trust 401(k) Plan's outsized position by total assets

Finemark National Bank & Trust 401(k) Plan vs every filed plan by assets

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

$32,737,765 Top 20% higher than 80% 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

Finemark National Bank & Trust 401(k) 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. Finemark National Bank & Trust 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finemark National Bank & Trust 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Finemark National Bank & Trust 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Finemark National Bank & Trust 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208075599 · Finemark National Bank & Trust PY 2023 · 401(k)

Finemark National Bank & Trust 401(k) Plan · $33M · 247 · 80th

  • EIN $33M
  • EIN 247
  • EIN 80th
  • EIN 401(k)
  • EIN near Ingenico, Inc. 401(k) Plan
  • EIN ind #6215

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 →

Finemark National Bank & Trust 401(k) Plan in the asset neighbourhood

Finemark National Bank & Trust 401(k) PlanFinemark National Bank & Tru…$33MIngenico, Inc. 401(k) Plan$33MGulfport Energy Corporation 401(k) Profit Sharing PlanGulfport Energy Corporation …$33MAmerican Cancer Society Cancer Action Network 401(k) PlanAmerican Cancer Society Canc…$33MAm Technical Solutions 401(k)/PsAm Technical Solutions 401(k…$33M
End-of-year total assets ($M) among Finemark National Bank & Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN208075599
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finemark National Bank & Trust)

Sponsor-wide plan assets over time

All Finemark National Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$41M 66.76414897109511% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.3M $40.6M ▲ +66.8%
Year Plans Participants Total Assets
2022 1 219 $24M
2023 1 247 $33M
2024 1 262 $41M

Nearby 401(k) Plans in Florida

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

Finemark National Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Finemark National Bank & Trust 401(k) Plan, Total assets ($B): 0.032737765 · Participants: 247Finemark National Bank & Trust 401(k) PlanL3harris 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
Finemark National Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Finemark National Bank & Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Ingenico, Inc. 401(k) Plan in GA ($33M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Finemark National Bank & Trust 401(k) Plan assets move in 2023? ▼
Finemark National Bank & Trust 401(k) Plan surged - up 34.6% during 2023, from $24M to $33M. Reported net income was $8M.
How have Finemark National Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finemark National Bank & Trust's sponsor-wide assets grew 66.8%, from $24M to $41M.
Where does Finemark National Bank & Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Finemark National Bank & Trust 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Finemark National Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ingenico, Inc. 401(k) Plan in GA ($33M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Finemark National Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 participants, N/A 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 208075599.

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.