401(k) · DOL Form 5500 · 2023

Bankers Financial Corporation 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
465
Participants Below avg headcount
85th
Percentile by assets National rank
$106,951
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Associates' Savings Plan · Sponsored by Bankers Financial Corporation · Florida · Finance & Insurance

$50M in assets, 465 participants

Bankers Financial Corporation's Associates' Savings Plan reported $50M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,893 in Finance & Insurance (8,869 peers)

Where Associates' Savings Plan sits by assets

Associates' Savings Plan sits in the top quartile of all filed plans by assets, $50M for 465 participants (~$106,951/participant), up 13.3% in 2023.

#6,893
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Associates' Savings Plan's outsized position by total assets

Associates' Savings Plan vs every filed plan by assets

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

$49,732,180 Top 15% higher than 85% 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

Associates' Savings 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. Associates' Savings Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associates' Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Associates' Savings Plan end-of-year assets rose from $44M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Associates' Savings Plan reported participants rose from 446 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 592318812 · Bankers Financial Corporation PY 2023 · 401(k)

Associates' Savings Plan · $50M · 465 · 85th

  • EBSA $50M
  • EBSA 465
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Celldex Therapeutics, Inc. Employee Savings Plan
  • EBSA ind #6893

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 →

Associates' Savings Plan in the asset neighbourhood

Coghlin Companies Employee Profit Sharing Plan and TrustCoghlin Companies Employee P…$50MLegacy Human Resources 401(k) Profit Sharing PlanLegacy Human Resources 401(k…$50MAssociates' Savings Plan$50MCelldex Therapeutics, Inc. Employee Savings PlanCelldex Therapeutics, Inc. E…$50MKenvue Retirement Savings PlanKenvue Retirement Savings Pl…$50M
End-of-year total assets ($M) among Associates' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$50M
Net Income$6M
Employer EIN592318812
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Financial Corporation)

Sponsor-wide plan assets over time

All Bankers Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 14.775708997680919% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $43.9M $50.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 446 $44M
2023 1 465 $50M
2024 1 415 $50M

Nearby 401(k) Plans in Florida

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

Associates' Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Associates' Savings Plan, Total assets ($B): 0.04973218 · Participants: 465Associates' Savings 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
Associates' Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Associates' Savings Plan side-by-side with 3 peers →

Associates' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Celldex Therapeutics, Inc. Employee Savings Plan in MA ($50M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Associates' Savings Plan assets move in 2023? ▼
Associates' Savings Plan grew at a solid clip - up 13.3% during 2023, from $44M to $50M. Reported net income was $6M.
How have Bankers Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bankers Financial Corporation's sponsor-wide assets grew 14.8%, from $44M to $50M.
Where does Associates' Savings Plan rank by assets among Form 5500 filers? ▼
Associates' Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Associates' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Celldex Therapeutics, Inc. Employee Savings Plan in MA ($50M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Associates' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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 592318812.

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.