Money Purchase · DOL Form 5500 · 2024

Presidential Bank Money Purchase Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
298
Participants Below avg headcount
65th
Percentile by assets National rank
$50,843
Avg per participant Low balance/head
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Official DOL plan name: Bankers Finance Capital Corp. Employee Retirement Plan · Sponsored by Presidential Bank · Maryland · Finance & Insurance

$15M in assets, 298 participants

Presidential Bank's Bankers Finance Capital Corp. Employee Retirement Plan reported $15M in total assets and 298 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,157 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Bankers Finance Capital Corp. Employee Retirement Plan covers 298 participants in Maryland, about 32% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#4,157
in Finance & Insurance (8,549 peers)
+11.9%
assets growth YoY

Bankers Finance Capital Corp. Employee Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Bankers Finance Capital Corp. Employee Retirement Plan vs every filed plan by assets

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

$15,151,355 Top 35% higher than 65% 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

Bankers Finance Capital Corp. Employee Retirement 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. Bankers Finance Capital Corp. Employee Retirement Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bankers Finance Capital Corp. Employee Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bankers Finance Capital Corp. Employee Retirement Plan reported participants rose from 255 in the plan year 2023 filing to 298 in the plan year 2024 filing.
  • Bankers Finance Capital Corp. Employee Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521377663 · Presidential Bank PY 2024 · Money Purchase

Bankers Finance Capital Corp. Employee Retirement Plan · $15M · 298 · 65th

  • 5500 $15M
  • 5500 298
  • 5500 65th
  • 5500 Money Purchase
  • 5500 near Hawaii Insulators Pension Plan
  • 5500 ind #4157

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 Maryland →

Bankers Finance Capital Corp. Employee Retirement Plan in the asset neighbourhood

Southern California University of Health Sciences Money Purchase Pension PlanSouthern California Universi…$16MOperative Plasterers and Cement Masons Local 394 Defined Contribution PlanOperative Plasterers and Cem…$15MLung Rose Voss & Wagnild Money Purchase Pension PlanLung Rose Voss & Wagnild Mon…$15MBankers Finance Capital Corp. Employee Retirement PlanBankers Finance Capital Corp…$15MHawaii Insulators Pension PlanHawaii Insulators Pension Pl…$15M
End-of-year total assets ($M) among Bankers Finance Capital Corp. Employee Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN521377663
Plan Effective Date1976-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Presidential Bank)

Sponsor-wide plan assets over time

All Presidential Bank plans reported in each filing year

Latest sponsor-wide plan assets
$63M 22.664834488932488% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $51M $62.6M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 548 $51M
2023 2 512 $58M
2024 2 596 $63M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Bankers Finance Capital Corp. Employee Retirement Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Bankers Finance Capital Corp. Employee Retirement Plan, Total assets ($B): 0.015151355 · Participants: 298Bankers Finance Capital Corp. Employee Retirement PlanNational Electrical Annuity Plan, Total assets ($B): 18.070198898 · Participants: 86141National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.969690682 · Participants: 8190The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.306495183 · Participants: 2964Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.167697238 · Participants: 8583Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.141061279 · Participants: 222Defined Contribution Plan for the Employees of the American Institute of Physics
Bankers Finance Capital Corp. Employee Retirement Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Bankers Finance Capital Corp. Employee Retirement Plan side-by-side with 3 peers →

Bankers Finance Capital Corp. Employee Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Hawaii Insulators Pension Plan in HI ($15M); by covered participants it is Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension in AR (300 participants). Same-state nearby plans are listed separately above.

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 Bankers Finance Capital Corp. Employee Retirement Plan assets move in 2024? ▼
Bankers Finance Capital Corp. Employee Retirement Plan grew at a solid clip - up 11.9% during 2024, from $14M to $15M. Reported net income was $2M.
How have Presidential Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Presidential Bank's sponsor-wide assets grew 22.7%, from $51M to $63M.
Which Money Purchase plans are similar in size to Bankers Finance Capital Corp. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Insulators Pension Plan in HI ($15M, 85 participants).
Which Money Purchase plans cover a similar participant headcount to Bankers Finance Capital Corp. Employee Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension in AR (300 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 521377663.

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.