401(k) · DOL Form 5500 · 2024

Bankers Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,257
Participants Near avg headcount
90th
Percentile by assets National rank
$72,746
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #7,192 in Finance & Insurance (8,549 peers)

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.

#7,192
in Finance & Insurance (8,549 peers)
+22.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's outsized position by total assets

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs every filed plan by assets

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

$91,442,073 Top 10% higher than 90% 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 Healthcare Group, LLC Employees' 401(k) Retirement 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. Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan lands in the large band (1,257 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 650376686 · Bankers Healthcare Group, LLC PY 2024 · 401(k)

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan · $91M · 1,257 · 90th

  • EIN $91M
  • RANK 1,257
  • PHOTO 90th
  • IND 401(k)
  • EOY near David E. Harvey Builders, Inc. Employee Savings Plan
  • 5500 ind #7192

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 New York →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan in the asset neighbourhood

Ieh Auto Parts LLC 401(k) PlanIeh Auto Parts LLC 401(k) Pl…$91MBankers Healthcare Group, LLC Employees' 401(k) Retirement PlanBankers Healthcare Group, LL…$91MDavid E. Harvey Builders, Inc. Employee Savings PlanDavid E. Harvey Builders, In…$91MOracle Financial Services Software Inc. 401(k) Profit Sharing PlanOracle Financial Services So…$91MKurita America Inc. Retirement Savings PlanKurita America Inc. Retireme…$91M
End-of-year total assets ($M) among Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$91M
Net Income$17M
Employer EIN650376686
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Healthcare Group, LLC)

Sponsor-wide plan assets over time

All Bankers Healthcare Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 62.8381595452616% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $56.2M $91.4M ▲ +62.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan, Total assets ($B): 0.091442073 · Participants: 1257Bankers Healthcare Group, LLC Employees' 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan side-by-side with 3 peers →

Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is David E. Harvey Builders, Inc. Employee Savings Plan in TX ($91M); by covered participants it is Stafford Management, LLC 401(k) Plan in MA (1,257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,257 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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Bankers Healthcare Group, LLC Employees' 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stafford Management, LLC 401(k) Plan in MA (1,257 participants, $21M 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 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.