401(k) · DOL Form 5500 · 2024

Bayfirst National Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
299
Participants Below avg headcount
70th
Percentile by assets National rank
$66,050
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bayfirst National Bank 401(k) Plan · Sponsored by Bayfirst National Bank · Florida · Finance & Insurance

$20M in assets, 299 participants

Bayfirst National Bank's Bayfirst National Bank 401(k) Plan reported $20M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,693 in Finance & Insurance (8,549 peers)

Coverage in Florida

Bayfirst National Bank 401(k) Plan covers 299 participants in Florida, about 48% of the average Florida filer (state average ~628 per filing). Assets: $20M.

#4,693
in Finance & Insurance (8,549 peers)
+13.8%
assets growth YoY

Bayfirst National Bank 401(k) Plan's outsized position by total assets

Bayfirst National Bank 401(k) Plan vs every filed plan by assets

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

$19,749,040 Top 30% higher than 70% 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

Bayfirst National Bank 401(k) 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. Bayfirst National Bank 401(k) Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bayfirst National Bank 401(k) Plan reported net income rose from $139K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bayfirst National Bank 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Bayfirst National Bank 401(k) Plan reported participants rose from 278 in the plan year 2023 filing to 299 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593526917 · Bayfirst National Bank PY 2024 · 401(k)

Bayfirst National Bank 401(k) Plan · $20M · 299 · 70th

  • NET $20M
  • NET 299
  • NET 70th
  • NET 401(k)
  • NET near Eagle Fire Inc 401(k) Profit Sharing Plan and Trust
  • NET ind #4693

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 →

Bayfirst National Bank 401(k) Plan in the asset neighbourhood

Bayfirst National Bank 401(k) PlanBayfirst National Bank 401(k…$20MEagle Fire Inc 401(k) Profit Sharing Plan and TrustEagle Fire Inc 401(k) Profit…$20MCarleton-Willard Homes, Inc. Retirement PlanCarleton-Willard Homes, Inc.…$20MEssense of Australia, Inc.$20MBoyle Transportation 401(k) PlanBoyle Transportation 401(k) …$20M
End-of-year total assets ($M) among Bayfirst National Bank 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)$20M
Net Income$2M
Employer EIN593526917
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bayfirst National Bank)

Sponsor-wide plan assets over time

All Bayfirst National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$21M 11.504454616082946% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.7M $20.9M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 1,238 $19M
2023 2 564 $19M
2024 2 596 $21M

Nearby 401(k) Plans in Florida

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

Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bayfirst National Bank 401(k) Plan, Total assets ($B): 0.01974904 · Participants: 299Bayfirst National Bank 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
Bayfirst National Bank 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bayfirst National Bank 401(k) Plan side-by-side with 3 peers →

Bayfirst National Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Eagle Fire Inc 401(k) Profit Sharing Plan and Trust in VA ($20M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Bayfirst National Bank 401(k) Plan assets move in 2024? ▼
Bayfirst National Bank 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $17M to $20M. Reported net income was $2M.
How have Bayfirst National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bayfirst National Bank's sponsor-wide assets grew 11.5%, from $19M to $21M.
Which 401(k) plans are similar in size to Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Fire Inc 401(k) Profit Sharing Plan and Trust in VA ($20M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Bayfirst National Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M 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 593526917.

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.