401(k) · DOL Form 5500 · 2024

Cbos Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
36th
Percentile by assets National rank
$149,898
Avg per participant Above avg balance/head
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Official DOL plan name: Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision · Sponsored by Cbos Bankshares, Inc. · Florida · Finance & Insurance

$3M in assets, 23 participants

Cbos Bankshares, Inc.'s Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,033 in Finance & Insurance (8,549 peers)

Cbos Bankshares, Inc. multi-year trail

Cbos Bankshares, Inc.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision at $3M / 23 participants.

#2,033
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision's mid-pack asset rank among Finance & Insurance and all filers

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs every filed plan by assets

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

$3,447,662 36th percentile higher than 36% 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

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported net income rose from $94K in the plan year 2023 filing to $303K in the plan year 2024 filing.
  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision reported participants rose from 22 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205533879 · Cbos Bankshares, Inc. PY 2024 · 401(k)

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision · $3M · 23 · 36th

  • PCT $3M
  • EIN 23
  • RANK 36th
  • PHOTO 401(k)
  • IND near Insurance Organizations' Savings Trust 401(k) Plan
  • EOY ind #2033

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 →

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision in the asset neighbourhood

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionCbos Bankshares, Inc. Employ…$3MInsurance Organizations' Savings Trust 401(k) PlanInsurance Organizations' Sav…$3MUlab Systems 401(k) Plan$3MPinnacle Fit Clubs, LLC Retirement PlanPinnacle Fit Clubs, LLC Reti…$3MEly, Dubos & Stewart, D.D.S., Inc. 401(k) PlanEly, Dubos & Stewart, D.D.S.…$3M
End-of-year total assets ($M) among Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cbos Bankshares, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cbos Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.815574264009088% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.06M $3.45M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 22 $3M
2024 1 23 $3M

Cbos Bankshares, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$303K
Employer EIN205533879
Plan Effective Date2007-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision, Total assets ($B): 0.003447662 · Participants: 23Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) ProvisionL3harris 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
Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision vs. nearby 401(k) plans in Florida, assets vs. participants

Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Insurance Organizations' Savings Trust 401(k) Plan in NC ($3M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision assets move in 2024?
Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision grew at a solid clip - up 9.6% during 2024, from $3M to $3M. Reported net income was $303K.
How have Cbos Bankshares, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cbos Bankshares, Inc.'s sponsor-wide assets grew 12.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision?
Among 401(k) plans in other states, the closest by assets is Insurance Organizations' Savings Trust 401(k) Plan in NC ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Cbos Bankshares, Inc. Employee Stock Ownership Plan with 401(k) Provision?
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M in assets).