401(k) · DOL Form 5500 · 2024

Basswood Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
18
Participants Small participant base
69th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust · Sponsored by Basswood Capital Management LLC · New York · Finance & Insurance

$19M in assets, 18 participants

Basswood Capital Management LLC's Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust reported $19M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,603 in Finance & Insurance (8,549 peers)

Basswood Capital Management LLC multi-year trail

Basswood Capital Management LLC's plans moved +41.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust at $19M / 18 participants.

#4,603
in Finance & Insurance (8,549 peers)
+26.0%
assets growth YoY

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust's outsized position by total assets

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs every filed plan by assets

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

$18,891,673 Top 31% higher than 69% 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

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134045628 · Basswood Capital Management LLC PY 2024 · 401(k)

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust · $19M · 18 · 69th

  • PART $19M
  • TYPE 18
  • NET 69th
  • BOOK 401(k)
  • VS-ST near International Bowling Campus 401(k) Retirement Plan
  • BOY ind #4603

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 →

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust in the asset neighbourhood

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings TrustProfit Sharing Plan Under Ba…$19MInternational Bowling Campus 401(k) Retirement PlanInternational Bowling Campus…$19MSecurity Risk Advisors Intl, LLC 401(k) Profit Sharing PlanSecurity Risk Advisors Intl,…$19MGreat American Restaurants Profit Sharing PlanGreat American Restaurants P…$19MArlington Coal & Lumber Co. 401(k) Retirement PlanArlington Coal & Lumber Co. …$19M
End-of-year total assets ($M) among Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Basswood Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Basswood Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.91949362440505% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.9M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 18 $13M
2023 1 19 $15M
2024 1 18 $19M

Basswood Capital Management LLC filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN134045628
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust, Total assets ($B): 0.018891673 · Participants: 18Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings TrustIBM 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
Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust side-by-side with 3 peers →

Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is International Bowling Campus 401(k) Retirement Plan in TX ($19M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust assets move in 2024? ▼
Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust grew sharply - up 26.0% during 2024, from $15M to $19M. Reported net income was $4M.
How have Basswood Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basswood Capital Management LLC's sponsor-wide assets grew 41.9%, from $13M to $19M.
Which 401(k) plans are similar in size to Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is International Bowling Campus 401(k) Retirement Plan in TX ($19M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan Under Basswood Capital Management LLC Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (18 participants, N/A 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 134045628.

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.