401(k) · DOL Form 5500 · 2023

Tiaa, Fsb to Be Known as Everbank, N.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,433
Participants Near avg headcount
69th
Percentile by assets National rank
$11,665
Avg per participant Low balance/head
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Official DOL plan name: Everbank, N.a. 401(k) Plan · Sponsored by Tiaa, Fsb to Be Known as Everbank, N.a. · Florida · Finance & Insurance

$17M in assets, 1,433 participants

Tiaa, Fsb to Be Known as Everbank, N.a.'s Everbank, N.a. 401(k) Plan reported $17M in total assets and 1,433 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,873 in Finance & Insurance (8,869 peers)

Coverage in Florida

Everbank, N.a. 401(k) Plan covers 1,433 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $17M.

#4,873
in Finance & Insurance (8,869 peers)
$17M
reported net income

Everbank, N.a. 401(k) Plan's outsized position by total assets

Everbank, N.a. 401(k) Plan vs every filed plan by assets

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

$16,715,591 Top 31% higher than 69% 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

Everbank, N.a. 401(k) 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. Everbank, N.a. 401(k) Plan lands in the large band (1,433 participants).

Form 5500 schedule snapshot

Filing strip 593531592 · Tiaa, Fsb to Be Known as Everbank, N.a. PY 2023 · 401(k)

Everbank, N.a. 401(k) Plan · $17M · 1,433 · 69th

  • EIN $17M
  • RANK 1,433
  • PHOTO 69th
  • IND 401(k)
  • EOY near Peoples Mortgage 401(k) Plan
  • 5500 ind #4873

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 →

Everbank, N.a. 401(k) Plan in the asset neighbourhood

Everbank, N.a. 401(k) Plan$17MPeoples Mortgage 401(k) Plan$17MWestbrook 401(k) Plan$17MThe Ohio Moulding Corporation 401(k) & Profit Sharing TrustThe Ohio Moulding Corporatio…$17MPreferred Management Corporation Retirement Savings PlanPreferred Management Corpora…$17M
End-of-year total assets ($M) among Everbank, N.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$17M
Net Income$17M
Employer EIN593531592
Plan Effective Date2023-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Tiaa, Fsb to Be Known as Everbank, N.a.)

Sponsor-wide plan assets over time

All Tiaa, Fsb to Be Known as Everbank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 156.44970614559784% vs 2023
2024 filing year
$10M$20M$30M$40M$50M 20232024 $16.7M $42.9M ▲ +156.4%
Year Plans Participants Total Assets
2023 1 1,433 $17M
2024 1 1,535 $43M

Nearby 401(k) Plans in Florida

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

Everbank, N.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Everbank, N.a. 401(k) Plan, Total assets ($B): 0.016715591 · Participants: 1433Everbank, N.a. 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
Everbank, N.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Everbank, N.a. 401(k) Plan side-by-side with 3 peers →

Everbank, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Peoples Mortgage 401(k) Plan in AZ ($17M); by covered participants it is Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan in MN (1,433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,433 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 have Tiaa, Fsb to Be Known as Everbank, N.a. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tiaa, Fsb to Be Known as Everbank, N.a.'s sponsor-wide assets grew 156.4%, from $17M to $43M.
Which 401(k) plans are similar in size to Everbank, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples Mortgage 401(k) Plan in AZ ($17M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Everbank, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan in MN (1,433 participants, $546M 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 593531592.

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.