401(k) · DOL Form 5500 · 2023

Bankers Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
1,543
Participants Near avg headcount
89th
Percentile by assets National rank
$48,272
Avg per participant Low balance/head
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Official DOL plan name: Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · Sponsored by Bankers Healthcare Group, LLC · New York · Finance & Insurance

$74M in assets, 1,543 participants

Bankers Healthcare Group, LLC's Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported $74M in total assets and 1,543 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,375 in Finance & Insurance (8,869 peers)

Where Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits by assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $74M for 1,543 participants (~$48,272/participant), up 32.6% in 2023.

#7,375
in Finance & Insurance (8,869 peers)
+32.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's outsized position by total assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$74,483,215 Top 11% higher than 89% 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

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan lands in the large band (1,543 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported participants rose from 1,286 in the plan year 2022 filing to 1,543 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650376686 · Bankers Healthcare Group, LLC PY 2023 · 401(k)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · $74M · 1,543 · 89th

  • BOY $74M
  • SCH 1,543
  • EBSA 89th
  • PART 401(k)
  • TYPE near Ati Flight Crew Member 401(k) Plan
  • NET ind #7375

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 New York →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in the asset neighbourhood

Davis Selected Advisers, L.P. 401(k) PlanDavis Selected Advisers, L.P…$74MAti Flight Crew Member 401(k) PlanAti Flight Crew Member 401(k…$74MKeyes Motors, Inc. Profit Sharing PlanKeyes Motors, Inc. Profit Sh…$74MBankers Healthcare Group, LLC Employees' 401(k) Retirement PlanBankers Healthcare Group, LL…$74MFirst Community Bankshares, Inc. Employee Stock Ownership and Savings PlanFirst Community Bankshares, …$74M
End-of-year total assets ($M) among Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$74M
Net Income$19M
Employer EIN650376686
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Healthcare Group, LLC)

Sponsor-wide plan assets over time

All Bankers Healthcare Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 62.8381595452616% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $56.2M $91.4M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 1,286 $56M
2023 1 1,543 $74M
2024 1 1,257 $91M

Nearby 401(k) Plans in New York

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

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan, Total assets ($B): 0.074483215 · Participants: 1543Bankers Healthcare Group, LLC Employees' 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ati Flight Crew Member 401(k) Plan in OH ($74M); by covered participants it is Balfour Beatty Investments, Inc. 401(k) Plan in PA (1,543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,543 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 Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan assets move in 2023? ▼
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan surged - up 32.6% during 2023, from $56M to $74M. Reported net income was $19M.
How have Bankers Healthcare Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankers Healthcare Group, LLC's sponsor-wide assets grew 62.8%, from $56M to $91M.
Where does Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan ranks in the 89th 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 Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ati Flight Crew Member 401(k) Plan in OH ($74M, 545 participants).
Which 401(k) plans cover a similar participant headcount to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balfour Beatty Investments, Inc. 401(k) Plan in PA (1,543 participants, $40M 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 650376686.

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.