401(k) · DOL Form 5500 · 2024

Bankers Healthcare Group, LLC 401(k) Plan

Data updated 2026-07-24

$91M
Total assets: 1,257
Participants: 90th
Percentile by assets: $72,746
Avg per participant

Official DOL plan name: Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · Sponsored by Bankers Healthcare Group, LLC · New York · Finance & Insurance

$91M in assets, 1,257 participants

Bankers Healthcare Group, LLC's Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported $91M in total assets and 1,257 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Where Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits by assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $91M for 1,257 participants (~$72,746/participant), up 22.8% in 2024.

$91M
total plan assets (2024 EOY): 1,257
covered participants: 90th
percentile by assets (of 116,472 plans): $72,746
avg assets per participant

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported participants fell from 1,543 in the plan year 2023 filing to 1,257 in the plan year 2024 filing.
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Finance & Insurance

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$74M
Net Assets (End of Year)	$91M
Net Income	$17M
Employer EIN	650376686
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bankers Healthcare Group, LLC)

Total plan assets by year, all Bankers Healthcare Group, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	1,286	$56M
2023	1	1,543	$74M
2024	1	1,257	$91M

Nearby 401(k) Plans in New York

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

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Bankers Healthcare Group, LLC Employees'… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan by total assets, not by location.

David E. Harvey Builders, Inc. Employee Savings Plan (TX) $91M · 650
Oracle Financial Services Software Inc. 401(k) Profit Sharing Plan (NJ) $91M · 299
Kurita America Inc. Retirement Savings Plan (MN) $91M · 505
Ieh Auto Parts LLC 401(k) Plan (GA) $91M · 3,845

Frequently Asked Questions

How did Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan assets move in 2024? ▼

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan grew sharply - up 22.8% during 2024, from $74M to $91M. Reported net income was $17M.

How have Bankers Healthcare Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bankers Healthcare Group, LLC's sponsor-wide assets grew 62.8%, from $56M to $91M.

Where does Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is David E. Harvey Builders, Inc. Employee Savings Plan in TX ($91M, 650 participants).

Next read for Bankers Healthcare Group, LLC Employees'…

Scale reading

Ways to act on Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's numbers.

By total assets, Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Bankers Healthcare Group, LLC's sponsor-wide assets have grown 62.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 650376686.

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.