401(k) · DOL Form 5500 · 2024

Finemark National Bank & Trust 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
262
Participants Below avg headcount
82nd
Percentile by assets National rank
$154,815
Avg per participant Above avg balance/head
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Official DOL plan name: Finemark National Bank & Trust 401(k) Plan · Sponsored by Finemark National Bank & Trust · Florida · Finance & Insurance

$41M in assets, 262 participants

Finemark National Bank & Trust's Finemark National Bank & Trust 401(k) Plan reported $41M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,117 in Finance & Insurance (8,549 peers)

Coverage in Florida

Finemark National Bank & Trust 401(k) Plan covers 262 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $41M.

#6,117
in Finance & Insurance (8,549 peers)
+23.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Finemark National Bank & Trust 401(k) Plan's outsized position by total assets

Finemark National Bank & Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,561,552 Top 18% higher than 82% of 123,620 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 2024

Finemark National Bank & Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finemark National Bank & Trust 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finemark National Bank & Trust 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Finemark National Bank & Trust 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Finemark National Bank & Trust 401(k) Plan reported participants rose from 247 in the plan year 2023 filing to 262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208075599 · Finemark National Bank & Trust PY 2024 · 401(k)

Finemark National Bank & Trust 401(k) Plan · $41M · 262 · 82nd

  • PHOTO $41M
  • PHOTO 262
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Magnolia Oil & Gas 401(k) Plan
  • PHOTO ind #6117

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 →

Finemark National Bank & Trust 401(k) Plan in the asset neighbourhood

Schaedler Yesco Distribution Inc. 401(k) PlanSchaedler Yesco Distribution…$41MFinemark National Bank & Trust 401(k) PlanFinemark National Bank & Tru…$41MMagnolia Oil & Gas 401(k) PlanMagnolia Oil & Gas 401(k) Pl…$41MNew Process Steel, L.P. Employee Retirement & Savings TrustNew Process Steel, L.P. Empl…$41MWolff Bros. Supply, Inc. 401(k) Profit Sharing PlanWolff Bros. Supply, Inc. 401…$41M
End-of-year total assets ($M) among Finemark National Bank & Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN208075599
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finemark National Bank & Trust)

Sponsor-wide plan assets over time

All Finemark National Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$41M 66.76414897109511% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.3M $40.6M ▲ +66.8%
Year Plans Participants Total Assets
2022 1 219 $24M
2023 1 247 $33M
2024 1 262 $41M

Nearby 401(k) Plans in Florida

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

Finemark National Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Finemark National Bank & Trust 401(k) Plan, Total assets ($B): 0.040561552 · Participants: 262Finemark National Bank & Trust 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Finemark National Bank & Trust 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Finemark National Bank & Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Magnolia Oil & Gas 401(k) Plan in TX ($41M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Finemark National Bank & Trust 401(k) Plan assets move in 2024? ▼
Finemark National Bank & Trust 401(k) Plan grew sharply - up 23.9% during 2024, from $33M to $41M. Reported net income was $8M.
How have Finemark National Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finemark National Bank & Trust's sponsor-wide assets grew 66.8%, from $24M to $41M.
Where does Finemark National Bank & Trust 401(k) Plan rank by assets among Form 5500 filers? ▼
Finemark National Bank & Trust 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Finemark National Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnolia Oil & Gas 401(k) Plan in TX ($41M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Finemark National Bank & Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208075599.

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.