401(k) · DOL Form 5500 · 2023

Bayfirst National Bank 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
278
Participants Below avg headcount
70th
Percentile by assets National rank
$62,421
Avg per participant Low balance/head
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Official DOL plan name: Bayfirst National Bank 401(k) Plan · Sponsored by Bayfirst National Bank · Florida · Finance & Insurance

$17M in assets, 278 participants

Bayfirst National Bank's Bayfirst National Bank 401(k) Plan reported $17M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,942 in Finance & Insurance (8,869 peers)

Coverage in Florida

Bayfirst National Bank 401(k) Plan covers 278 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#4,942
in Finance & Insurance (8,869 peers)
+0.8%
assets growth YoY

Bayfirst National Bank 401(k) Plan's outsized position by total assets

Bayfirst National Bank 401(k) Plan vs every filed plan by assets

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

$17,353,143 Top 30% higher than 70% 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

Bayfirst National Bank 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. Bayfirst National Bank 401(k) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bayfirst National Bank 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Bayfirst National Bank 401(k) Plan reported participants fell from 621 in the plan year 2022 filing to 278 in the plan year 2023 filing.
  • Bayfirst National Bank 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 593526917 · Bayfirst National Bank PY 2023 · 401(k)

Bayfirst National Bank 401(k) Plan · $17M · 278 · 70th

  • EIN $17M
  • RANK 278
  • PHOTO 70th
  • IND 401(k)
  • EOY near Cary Street Partners Financial LLC 401(k) Plan
  • 5500 ind #4942

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 →

Bayfirst National Bank 401(k) Plan in the asset neighbourhood

Bayfirst National Bank 401(k) PlanBayfirst National Bank 401(k…$17MCary Street Partners Financial LLC 401(k) PlanCary Street Partners Financi…$17MAmerlux Employee Savings Plan$17MLandmark Properties Real Estate Partners, LLC 401(k) PlanLandmark Properties Real Est…$17MLeague of Conservation Voters, Inc. 401(k) PlanLeague of Conservation Voter…$17M
End-of-year total assets ($M) among Bayfirst National Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$139K
Employer EIN593526917
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bayfirst National Bank)

Sponsor-wide plan assets over time

All Bayfirst National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.504454616082946% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.7M $20.9M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 1,238 $19M
2023 2 564 $19M
2024 2 596 $21M

Nearby 401(k) Plans in Florida

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

Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bayfirst National Bank 401(k) Plan, Total assets ($B): 0.017353143 · Participants: 278Bayfirst National Bank 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
Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bayfirst National Bank 401(k) Plan side-by-side with 3 peers →

Bayfirst National Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cary Street Partners Financial LLC 401(k) Plan in VA ($17M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Bayfirst National Bank 401(k) Plan assets move in 2023? ▼
Bayfirst National Bank 401(k) Plan held essentially flat - up 0.8% during 2023, from $17M to $17M. Reported net income was $139K.
How have Bayfirst National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bayfirst National Bank's sponsor-wide assets grew 11.5%, from $19M to $21M.
Which 401(k) plans are similar in size to Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cary Street Partners Financial LLC 401(k) Plan in VA ($17M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants, N/A 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 593526917.

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.