401(k) · DOL Form 5500 · 2023

Emigrant Bank 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
480
Participants Below avg headcount
93rd
Percentile by assets National rank
$307,861
Avg per participant High balance/head
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Official DOL plan name: Employees' Incentive Savings Plan of Emigrant Bank · Sponsored by Emigrant Bank · Florida · Finance & Insurance

$148M in assets, 480 participants

Emigrant Bank's Employees' Incentive Savings Plan of Emigrant Bank reported $148M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,965 in Finance & Insurance (8,869 peers)

Where Employees' Incentive Savings Plan of Emigrant Bank sits by assets

Employees' Incentive Savings Plan of Emigrant Bank sits in the top 10% of all filed plans by assets, $148M for 480 participants (~$307,861/participant), up 14.2% in 2023.

#7,965
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Employees' Incentive Savings Plan of Emigrant Bank's outsized position by total assets

Employees' Incentive Savings Plan of Emigrant Bank vs every filed plan by assets

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

$147,773,452 Top 7% higher than 93% 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

Employees' Incentive Savings Plan of Emigrant Bank 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. Employees' Incentive Savings Plan of Emigrant Bank sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Incentive Savings Plan of Emigrant Bank reported net income rose from -$8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Employees' Incentive Savings Plan of Emigrant Bank reported participants rose from 454 in the plan year 2022 filing to 480 in the plan year 2023 filing.
  • Employees' Incentive Savings Plan of Emigrant Bank end-of-year assets fell from $157M in the plan year 2022 filing to $148M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 651128000 · Emigrant Bank PY 2023 · 401(k)

Employees' Incentive Savings Plan of Emigrant Bank · $148M · 480 · 93rd

  • PART $148M
  • PART 480
  • PART 93rd
  • PART 401(k)
  • PART near Reagent Chemical & Research, Inc. Employees' Profit Sharing & 401(k) Trust
  • PART ind #7965

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 →

Employees' Incentive Savings Plan of Emigrant Bank in the asset neighbourhood

Outrigger Hotels Hawaii Profit Sharing and Retirement Savings PlanOutrigger Hotels Hawaii Prof…$148MEmployees' Incentive Savings Plan of Emigrant BankEmployees' Incentive Savings…$148MReagent Chemical & Research, Inc. Employees' Profit Sharing & 401(k) TrustReagent Chemical & Research,…$148MChobani Global Holdings, LLC 401(k) Profit Sharing Plan & TrustChobani Global Holdings, LLC…$148MSheet Metal Workers Local 100 401(k) PlanSheet Metal Workers Local 10…$148M
End-of-year total assets ($M) among Employees' Incentive Savings Plan of Emigrant Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$148M
Net Income$18M
Employer EIN651128000
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emigrant Bank)

Sponsor-wide plan assets over time

All Emigrant Bank plans reported in each filing year

Latest sponsor-wide plan assets
$162M 3.6716001935969254% vs 2022
2024 filing year
$145M$150M$155M$160M$165M 202220232024 $157M $162M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 454 $157M
2023 1 480 $148M
2024 1 489 $162M

Nearby 401(k) Plans in Florida

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

Employees' Incentive Savings Plan of Emigrant Bank vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Employees' Incentive Savings Plan of Emigrant Bank, Total assets ($B): 0.147773452 · Participants: 480Employees' Incentive Savings Plan of Emigrant BankL3harris 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
Employees' Incentive Savings Plan of Emigrant Bank vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Employees' Incentive Savings Plan of Emigrant Bank side-by-side with 3 peers →

Employees' Incentive Savings Plan of Emigrant Bank's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Reagent Chemical & Research, Inc. Employees' Profit Sharing & 401(k) Trust in NJ ($148M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Employees' Incentive Savings Plan of Emigrant Bank assets move in 2023? ▼
Employees' Incentive Savings Plan of Emigrant Bank grew at a solid clip - up 14.2% during 2023, from $129M to $148M. Reported net income was $18M.
How have Emigrant Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emigrant Bank's sponsor-wide assets grew 3.7%, from $157M to $162M.
Where does Employees' Incentive Savings Plan of Emigrant Bank rank by assets among Form 5500 filers? ▼
Employees' Incentive Savings Plan of Emigrant Bank ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Employees' Incentive Savings Plan of Emigrant Bank? ▼
Among 401(k) plans in other states, the closest by assets is Reagent Chemical & Research, Inc. Employees' Profit Sharing & 401(k) Trust in NJ ($148M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Incentive Savings Plan of Emigrant Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (480 participants, $97M 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 651128000.

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.