401(k) · DOL Form 5500 · 2023

Amscot Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,005
Participants Near avg headcount
73rd
Percentile by assets National rank
$19,780
Avg per participant Low balance/head
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Official DOL plan name: Amscot Financial, Inc. 401(k) Plan · Sponsored by Amscot Financial, Inc. · Florida · Finance & Insurance

$20M in assets, 1,005 participants

Amscot Financial, Inc.'s Amscot Financial, Inc. 401(k) Plan reported $20M in total assets and 1,005 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,238 in Finance & Insurance (8,869 peers)

Amscot Financial, Inc. multi-year trail

Amscot Financial, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Amscot Financial, Inc. 401(k) Plan at $20M / 1,005 participants.

#5,238
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY

Amscot Financial, Inc. 401(k) Plan's outsized position by total assets

Amscot Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$19,878,932 Top 27% higher than 73% 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

Amscot Financial, Inc. 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. Amscot Financial, Inc. 401(k) Plan lands in the large band (1,005 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amscot Financial, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Amscot Financial, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Amscot Financial, Inc. 401(k) Plan reported participants fell from 1,080 in the plan year 2022 filing to 1,005 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592742276 · Amscot Financial, Inc. PY 2023 · 401(k)

Amscot Financial, Inc. 401(k) Plan · $20M · 1,005 · 73rd

  • SCH $20M
  • EBSA 1,005
  • PART 73rd
  • TYPE 401(k)
  • NET near Noise Vibration Technology (Nvt) 401(k) Plan
  • BOOK ind #5238

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 →

Amscot Financial, Inc. 401(k) Plan in the asset neighbourhood

Amscot Financial, Inc. 401(k) PlanAmscot Financial, Inc. 401(k…$20MNoise Vibration Technology (Nvt) 401(k) PlanNoise Vibration Technology (…$20MEccleston & Wolf Savings & Deferral PlanEccleston & Wolf Savings & D…$20MMetro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and TrustMetro Atlanta Ambulance Serv…$20MTexas Wesleyan University 401(a) PlanTexas Wesleyan University 40…$20M
End-of-year total assets ($M) among Amscot Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Amscot Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amscot Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.38943110801115% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.8M $22.7M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 1,080 $16M
2023 1 1,005 $20M
2024 1 1,071 $23M

Amscot Financial, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN592742276
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Amscot Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Amscot Financial, Inc. 401(k) Plan, Total assets ($B): 0.019878932 · Participants: 1005Amscot Financial, 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
Amscot Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Amscot Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Noise Vibration Technology (Nvt) 401(k) Plan in CA ($20M); by covered participants it is Trupanion 401(k) Plan in WA (1,005 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,005 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 Amscot Financial, Inc. 401(k) Plan assets move in 2023? ▼
Amscot Financial, Inc. 401(k) Plan grew sharply - up 25.5% during 2023, from $16M to $20M. Reported net income was $4M.
How have Amscot Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amscot Financial, Inc.'s sponsor-wide assets grew 43.4%, from $16M to $23M.
Which 401(k) plans are similar in size to Amscot Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noise Vibration Technology (Nvt) 401(k) Plan in CA ($20M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Amscot Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trupanion 401(k) Plan in WA (1,005 participants, $25M 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 592742276.

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.