401(k) · DOL Form 5500 · 2023

Amerant Bank, N.a. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
676
Participants Below avg headcount
93rd
Percentile by assets National rank
$191,540
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amerant Bank, N.a. Retirement Benefits Plan · Sponsored by Amerant Bank, N.a. · Florida · Finance & Insurance

$129M in assets, 676 participants

Amerant Bank, N.a.'s Amerant Bank, N.a. Retirement Benefits Plan reported $129M in total assets and 676 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.

  • #7,874 in Finance & Insurance (8,869 peers)

Where Amerant Bank, N.a. Retirement Benefits Plan sits by assets

Amerant Bank, N.a. Retirement Benefits Plan sits in the top 10% of all filed plans by assets, $129M for 676 participants (~$191,540/participant), up 10.2% in 2023.

#7,874
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Amerant Bank, N.a. Retirement Benefits Plan's outsized position by total assets

Amerant Bank, N.a. Retirement Benefits Plan vs every filed plan by assets

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

$129,481,258 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

Amerant Bank, N.a. Retirement Benefits Plan 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. Amerant Bank, N.a. Retirement Benefits Plan sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerant Bank, N.a. Retirement Benefits Plan reported net income rose from -$38M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Amerant Bank, N.a. Retirement Benefits Plan end-of-year assets rose from $118M in the plan year 2022 filing to $129M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591846933 · Amerant Bank, N.a. PY 2023 · 401(k)

Amerant Bank, N.a. Retirement Benefits Plan · $129M · 676 · 93rd

  • RANK $129M
  • RANK 676
  • RANK 93rd
  • RANK 401(k)
  • RANK near Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan
  • RANK ind #7874

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 →

Amerant Bank, N.a. Retirement Benefits Plan in the asset neighbourhood

Jamf Software, LLC 401(k) Profit Sharing PlanJamf Software, LLC 401(k) Pr…$130MAmerant Bank, N.a. Retirement Benefits PlanAmerant Bank, N.a. Retiremen…$129MLeydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing PlanLeydig, Voit & Mayer, Ltd. 4…$129MWestern Growers Retirement Security PlanWestern Growers Retirement S…$129MMetro Aviation, Inc. Employees' Deferred Saving and Retirement PlanMetro Aviation, Inc. Employe…$129M
End-of-year total assets ($M) among Amerant Bank, N.a. Retirement Benefits Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$129M
Net Income$12M
Employer EIN591846933
Plan Effective Date1988-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerant Bank, N.a.)

Sponsor-wide plan assets over time

All Amerant Bank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$142M 20.49851770349714% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $118M $142M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 678 $118M
2023 1 676 $129M
2024 1 683 $142M

Nearby 401(k) Plans in Florida

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

Amerant Bank, N.a. Retirement Benefits Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Amerant Bank, N.a. Retirement Benefits Plan, Total assets ($B): 0.129481258 · Participants: 676Amerant Bank, N.a. Retirement Benefits 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
Amerant Bank, N.a. Retirement Benefits Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Amerant Bank, N.a. Retirement Benefits Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan in IL ($129M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (676 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 Amerant Bank, N.a. Retirement Benefits Plan assets move in 2023? ▼
Amerant Bank, N.a. Retirement Benefits Plan grew at a solid clip - up 10.2% during 2023, from $118M to $129M. Reported net income was $12M.
How have Amerant Bank, N.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amerant Bank, N.a.'s sponsor-wide assets grew 20.5%, from $118M to $142M.
Where does Amerant Bank, N.a. Retirement Benefits Plan rank by assets among Form 5500 filers? ▼
Amerant Bank, N.a. Retirement Benefits Plan 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 Amerant Bank, N.a. Retirement Benefits Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan in IL ($129M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Amerant Bank, N.a. Retirement Benefits Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants, $20M 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 591846933.

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.