401(k) · DOL Form 5500 · 2023

Bbx Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
165
Participants Small participant base
80th
Percentile by assets National rank
$186,929
Avg per participant Above avg balance/head
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Official DOL plan name: Bbx Capital, Inc. 401(k) Plan · Sponsored by Bbx Capital, Inc. · Florida · Finance & Insurance

$31M in assets, 165 participants

Bbx Capital, Inc.'s Bbx Capital, Inc. 401(k) Plan reported $31M in total assets and 165 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.

  • #6,102 in Finance & Insurance (8,869 peers)

Coverage in Florida

Bbx Capital, Inc. 401(k) Plan covers 165 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#6,102
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bbx Capital, Inc. 401(k) Plan's outsized position by total assets

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

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

$30,843,367 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

Bbx Capital, 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. Bbx Capital, Inc. 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bbx Capital, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bbx Capital, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bbx Capital, Inc. 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 824669146 · Bbx Capital, Inc. PY 2023 · 401(k)

Bbx Capital, Inc. 401(k) Plan · $31M · 165 · 80th

  • PHOTO $31M
  • PHOTO 165
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Belmont Capital Tax Deferred Savings Plan and Trust
  • PHOTO ind #6102

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 →

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

Ferreira Construction Co., Inc. 401(k) and Profit Sharing PlanFerreira Construction Co., I…$31MBbx Capital, Inc. 401(k) Plan$31MBelmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$31MOrnl Federal Credit Union 401(k) Plan and TrustOrnl Federal Credit Union 40…$31MUsalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$31M
End-of-year total assets ($M) among Bbx Capital, 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)$27M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN824669146
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbx Capital, Inc.)

Sponsor-wide plan assets over time

All Bbx Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 22.40764725613993% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.5M $33.7M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 158 $27M
2023 1 165 $31M
2024 1 141 $34M

Nearby 401(k) Plans in Florida

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

Bbx Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bbx Capital, Inc. 401(k) Plan, Total assets ($B): 0.030843367 · Participants: 165Bbx Capital, 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
Bbx Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bbx Capital, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Belmont Capital Tax Deferred Savings Plan and Trust in MA ($31M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Bbx Capital, Inc. 401(k) Plan assets move in 2023? ▼
Bbx Capital, Inc. 401(k) Plan grew at a solid clip - up 12.2% during 2023, from $27M to $31M. Reported net income was $3M.
How have Bbx Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbx Capital, Inc.'s sponsor-wide assets grew 22.4%, from $27M to $34M.
Where does Bbx Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bbx Capital, Inc. 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 Bbx Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belmont Capital Tax Deferred Savings Plan and Trust in MA ($31M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Bbx Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 824669146.

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.