401(k) · DOL Form 5500 · 2023

Fieldpoint Private Bank & Trus 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
116
Participants Small participant base
51st
Percentile by assets National rank
$60,681
Avg per participant Low balance/head
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Official DOL plan name: Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust · Sponsored by Fieldpoint Private Bank & Trus · Connecticut · Professional & Technical Services

$7M in assets, 116 participants

Fieldpoint Private Bank & Trus's Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,070 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust covers 116 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#10,070
in Professional & Technical Services (20,321 peers)
-13.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,039,051 Top 49% higher than 51% 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

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust 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. Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust reported participants fell from 143 in the plan year 2022 filing to 116 in the plan year 2023 filing.
  • Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262436838 · Fieldpoint Private Bank & Trus PY 2023 · 401(k)

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust · $7M · 116 · 51st

  • EBSA $7M
  • PART 116
  • TYPE 51st
  • NET 401(k)
  • BOOK near Wilmar, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #10070

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & TrustFieldpoint Private Bank & Tr…$7MWilmar, LLC 401(k) Profit Sharing PlanWilmar, LLC 401(k) Profit Sh…$7MAltek, Inc. 401(k) Plan$7MDignified Home Loans LLC 401(k) Profit Sharing PlanDignified Home Loans LLC 401…$7MSpartan Logistics 401(k) Plan$7M
End-of-year total assets ($M) among Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN262436838
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fieldpoint Private Bank & Trus)

Sponsor-wide plan assets over time

All Fieldpoint Private Bank & Trus plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.058447035200365% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $8.13M $7.23M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 116 $7M
2024 1 88 $7M

Nearby 401(k) Plans in Connecticut

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

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007039051 · Participants: 116Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wilmar, LLC 401(k) Profit Sharing Plan in WA ($7M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.4% during 2023, from $8M to $7M. Reported net income was -$1M.
How have Fieldpoint Private Bank & Trus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fieldpoint Private Bank & Trus's sponsor-wide assets declined 11.1%, from $8M to $7M.
Which 401(k) plans are similar in size to Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wilmar, LLC 401(k) Profit Sharing Plan in WA ($7M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 262436838.

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.