Defined Benefit (Pension) · DOL Form 5500 · 2023

Emigrant Bank Pension Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
443
Participants Below avg headcount
94th
Percentile by assets National rank
$337,361
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Emigrant Bank · Sponsored by Emigrant Bank · Florida · Finance & Insurance

$149M in assets, 443 participants

Emigrant Bank's Retirement Plan for Employees of Emigrant Bank reported $149M in total assets and 443 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,973 in Finance & Insurance (8,869 peers)

Where Retirement Plan for Employees of Emigrant Bank sits by assets

Retirement Plan for Employees of Emigrant Bank sits in the top 10% of all filed plans by assets, $149M for 443 participants (~$337,361/participant), down 4.5% in 2023.

#7,973
in Finance & Insurance (8,869 peers)
-4.5%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Emigrant Bank's outsized position by total assets

Retirement Plan for Employees of Emigrant Bank vs every filed plan by assets

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

$149,450,923 Top 6% higher than 94% 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

Retirement Plan for Employees 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. Retirement Plan for Employees of Emigrant Bank sits mid-pack in the medium band (443 participants).

Published 5500 schedule card

Filing strip 933962003 · Emigrant Bank PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Emigrant Bank · $149M · 443 · 94th

  • EIN $149M
  • RANK 443
  • PHOTO 94th
  • IND Defined Benefit (Pension)
  • EOY near Domtar US Hourly Pension Plan
  • 5500 ind #7973

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 →

Retirement Plan for Employees of Emigrant Bank in the asset neighbourhood

Retirement Plan for Employees of Emigrant BankRetirement Plan for Employee…$149MDomtar US Hourly Pension Plan$149MTruman Medical Centers Cash Balance Retirement PlanTruman Medical Centers Cash …$149MSouthern Alaska Carpenters Retirement PlanSouthern Alaska Carpenters R…$149MThe American and National Leagues of Professional Baseball Clubs Retirement Income Plan for UmpiresThe American and National Le…$149M
End-of-year total assets ($M) among Retirement Plan for Employees of Emigrant Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$149M
Net Income-$7M
Employer EIN933962003
Plan Effective Date1952-06-01
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
$146M 2.544036479453526% vs 2023
2024 filing year
$144M$146M$148M$150M 20232024 $149M $146M ▼ -2.5%
Year Plans Participants Total Assets
2023 1 443 $149M
2024 1 441 $146M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Emigrant Bank vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Retirement Plan for Employees of Emigrant Bank, Total assets ($B): 0.149450923 · Participants: 443Retirement Plan for Employees of Emigrant BankL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Retirement Plan for Employees of Emigrant Bank vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Employees of Emigrant Bank side-by-side with 3 peers →

Retirement Plan for Employees of Emigrant Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Domtar US Hourly Pension Plan in ($149M); by covered participants it is Triple-S Management Corporation Non-Contributory Retirement Plan in PR (443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Retirement Plan for Employees of Emigrant Bank assets move in 2023? ▼
Retirement Plan for Employees of Emigrant Bank edged down modestly - down 4.5% during 2023, from $157M to $149M. Reported net income was -$7M.
How have Emigrant Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Emigrant Bank's sponsor-wide assets declined 2.5%, from $149M to $146M.
Where does Retirement Plan for Employees of Emigrant Bank rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Emigrant Bank ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Emigrant Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Domtar US Hourly Pension Plan in ($149M, 1,324 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Emigrant Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Triple-S Management Corporation Non-Contributory Retirement Plan in PR (443 participants, $142M 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 933962003.

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.