401(k) · DOL Form 5500 · 2024

Tiaa, Fsb to Be Known as Everbank, N.a. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,535
Participants Near avg headcount
82nd
Percentile by assets National rank
$27,926
Avg per participant Low balance/head
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Official DOL plan name: Everbank, N.a. 401(k) Plan · Sponsored by Tiaa, Fsb to Be Known as Everbank, N.a. · Florida · Finance & Insurance

$43M in assets, 1,535 participants

Tiaa, Fsb to Be Known as Everbank, N.a.'s Everbank, N.a. 401(k) Plan reported $43M in total assets and 1,535 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.

  • #6,206 in Finance & Insurance (8,549 peers)

Coverage in Florida

Everbank, N.a. 401(k) Plan covers 1,535 participants in Florida, 2.4x the typical Florida plan (state average ~628 per filing). Assets: $43M.

#6,206
in Finance & Insurance (8,549 peers)
+156.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Everbank, N.a. 401(k) Plan's outsized position by total assets

Everbank, N.a. 401(k) Plan vs every filed plan by assets

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

$42,867,084 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

Everbank, N.a. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Everbank, N.a. 401(k) Plan lands in the large band (1,535 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Everbank, N.a. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Everbank, N.a. 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Everbank, N.a. 401(k) Plan reported participants rose from 1,433 in the plan year 2023 filing to 1,535 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593531592 · Tiaa, Fsb to Be Known as Everbank, N.a. PY 2024 · 401(k)

Everbank, N.a. 401(k) Plan · $43M · 1,535 · 82nd

  • ASSETS $43M
  • ASSETS 1,535
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Information Systems Audit and Control Association (Isaca) 401(k) Retirement
  • ASSETS ind #6206

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 →

Everbank, N.a. 401(k) Plan in the asset neighbourhood

Race Winning Brands, Inc. Employees' 401(k) PlanRace Winning Brands, Inc. Em…$43MInformation Systems Audit and Control Association (Isaca) 401(k) RetirementInformation Systems Audit an…$43MWestell Technologies, Inc. and Subsidiaries 401(k) PlanWestell Technologies, Inc. a…$43MEverbank, N.a. 401(k) Plan$43MStrong & Hanni 401(k) Profit Sharing PlanStrong & Hanni 401(k) Profit…$43M
End-of-year total assets ($M) among Everbank, N.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$43M
Net Income$26M
Employer EIN593531592
Plan Effective Date2023-07-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Tiaa, Fsb to Be Known as Everbank, N.a.)

Sponsor-wide plan assets over time

All Tiaa, Fsb to Be Known as Everbank, N.a. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 156.44970614559784% vs 2023
2024 filing year
$10M$20M$30M$40M$50M 20232024 $16.7M $42.9M ▲ +156.4%
Year Plans Participants Total Assets
2023 1 1,433 $17M
2024 1 1,535 $43M

Nearby 401(k) Plans in Florida

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

Everbank, N.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Everbank, N.a. 401(k) Plan, Total assets ($B): 0.042867084 · Participants: 1535Everbank, N.a. 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
Everbank, N.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Everbank, N.a. 401(k) Plan side-by-side with 3 peers →

Everbank, N.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Information Systems Audit and Control Association (Isaca) 401(k) Retirement in IL ($43M); by covered participants it is Education Affiliates, Inc. 401(k) Plan in MD (1,535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,535 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 Everbank, N.a. 401(k) Plan assets move in 2024? ▼
Everbank, N.a. 401(k) Plan surged - up 156.4% during 2024, from $17M to $43M. Reported net income was $26M.
How have Tiaa, Fsb to Be Known as Everbank, N.a. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Tiaa, Fsb to Be Known as Everbank, N.a.'s sponsor-wide assets grew 156.4%, from $17M to $43M.
Where does Everbank, N.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Everbank, N.a. 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 Everbank, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Information Systems Audit and Control Association (Isaca) 401(k) Retirement in IL ($43M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Everbank, N.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Education Affiliates, Inc. 401(k) Plan in MD (1,535 participants, $47M 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 593531592.

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.