401(k) · DOL Form 5500 · 2023

Tampa Bay Banking Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
277
Participants Below avg headcount
79th
Percentile by assets National rank
$105,087
Avg per participant Below avg balance/head
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Official DOL plan name: Tampa Bay Banking Company 401(k) Plan · Sponsored by Tampa Bay Banking Company · Florida · Finance & Insurance

$29M in assets, 277 participants

Tampa Bay Banking Company's Tampa Bay Banking Company 401(k) Plan reported $29M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,987 in Finance & Insurance (8,869 peers)

Coverage in Florida

Tampa Bay Banking Company 401(k) Plan covers 277 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#5,987
in Finance & Insurance (8,869 peers)
+18.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tampa Bay Banking Company 401(k) Plan's outsized position by total assets

Tampa Bay Banking Company 401(k) Plan vs every filed plan by assets

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

$29,108,977 Top 21% higher than 79% 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

Tampa Bay Banking Company 401(k) 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. Tampa Bay Banking Company 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tampa Bay Banking Company 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tampa Bay Banking Company 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Tampa Bay Banking Company 401(k) Plan reported participants rose from 269 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592775258 · Tampa Bay Banking Company PY 2023 · 401(k)

Tampa Bay Banking Company 401(k) Plan · $29M · 277 · 79th

  • BOY $29M
  • BOY 277
  • BOY 79th
  • BOY 401(k)
  • BOY near American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust
  • BOY ind #5987

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 →

Tampa Bay Banking Company 401(k) Plan in the asset neighbourhood

Tampa Bay Banking Company 401(k) PlanTampa Bay Banking Company 40…$29MAmerican Federation of Teachers Opeiu Local 2 Retirement Plan and TrustAmerican Federation of Teach…$29MUhl Company, Inc. Profit Sharing PlanUhl Company, Inc. Profit Sha…$29MUnion Bank 401(k) Plan$29MNic Global 401(k) Plan$29M
End-of-year total assets ($M) among Tampa Bay Banking Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN592775258
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tampa Bay Banking Company)

Sponsor-wide plan assets over time

All Tampa Bay Banking Company plans reported in each filing year

Latest sponsor-wide plan assets
$49M 8.055091988315507% vs 2022
2024 filing year
$44M$46M$48M$50M 202220232024 $45.8M $49.5M ▲ +8.1%
Year Plans Participants Total Assets
2022 2 535 $46M
2023 2 560 $45M
2024 2 579 $49M

Nearby 401(k) Plans in Florida

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

Tampa Bay Banking Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Tampa Bay Banking Company 401(k) Plan, Total assets ($B): 0.029108977 · Participants: 277Tampa Bay Banking Company 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
Tampa Bay Banking Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Tampa Bay Banking Company 401(k) Plan side-by-side with 3 peers →

Tampa Bay Banking Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust in IL ($29M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Tampa Bay Banking Company 401(k) Plan assets move in 2023? ▼
Tampa Bay Banking Company 401(k) Plan grew sharply - up 18.6% during 2023, from $25M to $29M. Reported net income was $5M.
How have Tampa Bay Banking Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tampa Bay Banking Company's sponsor-wide assets grew 8.1%, from $46M to $49M.
Where does Tampa Bay Banking Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Tampa Bay Banking Company 401(k) Plan ranks in the 79th 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 Tampa Bay Banking Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust in IL ($29M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Tampa Bay Banking Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 592775258.

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.