401(k) · DOL Form 5500 · 2023

Florida Capital Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
135
Participants Small participant base
57th
Percentile by assets National rank
$69,881
Avg per participant Below avg balance/head
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Official DOL plan name: Florida Capital Group, Inc. 401(k) Plan · Sponsored by Florida Capital Bank, N.a. · Florida · Finance & Insurance

$9M in assets, 135 participants

Florida Capital Bank, N.a.'s Florida Capital Group, Inc. 401(k) Plan reported $9M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,727 in Finance & Insurance (8,869 peers)

Coverage in Florida

Florida Capital Group, Inc. 401(k) Plan covers 135 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#3,727
in Finance & Insurance (8,869 peers)
+7.6%
assets growth YoY

Florida Capital Group, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Florida Capital Group, Inc. 401(k) Plan vs every filed plan by assets

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

$9,433,974 Top 43% higher than 57% 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

Florida Capital Group, Inc. 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. Florida Capital Group, Inc. 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Capital Group, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $670K in the plan year 2023 filing.
  • Florida Capital Group, Inc. 401(k) Plan reported participants fell from 160 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Florida Capital Group, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592475686 · Florida Capital Bank, N.a. PY 2023 · 401(k)

Florida Capital Group, Inc. 401(k) Plan · $9M · 135 · 57th

  • EOY $9M
  • EOY 135
  • EOY 57th
  • EOY 401(k)
  • EOY near Mmt 401(k) Plan
  • EOY ind #3727

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 →

Florida Capital Group, Inc. 401(k) Plan in the asset neighbourhood

Florida Capital Group, Inc. 401(k) PlanFlorida Capital Group, Inc. …$9MMmt 401(k) Plan$9MPci 401(k) Plan$9MAgri-King, Inc. 401(k) Plan$9MBroadoak Capital Partners, LLC Profit Sharing PlanBroadoak Capital Partners, L…$9M
End-of-year total assets ($M) among Florida Capital Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$670K
Employer EIN592475686
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Florida Capital Bank, N.a.)

Sponsor-wide plan assets over time

All Florida Capital Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 11.563086238780414% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $8.76M $9.78M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 160 $9M
2023 1 135 $9M
2024 1 118 $10M

Nearby 401(k) Plans in Florida

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

Florida Capital Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Florida Capital Group, Inc. 401(k) Plan, Total assets ($B): 0.009433974 · Participants: 135Florida Capital Group, Inc. 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
Florida Capital Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Florida Capital Group, Inc. 401(k) Plan side-by-side with 3 peers →

Florida Capital Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mmt 401(k) Plan in NC ($9M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Florida Capital Group, Inc. 401(k) Plan assets move in 2023? ▼
Florida Capital Group, Inc. 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $9M to $9M. Reported net income was $670K.
How have Florida Capital Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Florida Capital Bank, N.a.'s sponsor-wide assets grew 11.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Florida Capital Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmt 401(k) Plan in NC ($9M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Florida Capital Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 592475686.

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.