401(k) · DOL Form 5500 · 2024

Banco Itau International 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
272
Participants Below avg headcount
86th
Percentile by assets National rank
$224,798
Avg per participant Above avg balance/head
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Official DOL plan name: Banco Itau International 401(k) · Sponsored by Banco Itau International · Florida · Finance & Insurance

$61M in assets, 272 participants

Banco Itau International's Banco Itau International 401(k) reported $61M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,737 in Finance & Insurance (8,549 peers)

Coverage in Florida

Banco Itau International 401(k) covers 272 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $61M.

#6,737
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Banco Itau International 401(k)'s outsized position by total assets

Banco Itau International 401(k) vs every filed plan by assets

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

$61,145,130 Top 14% higher than 86% 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

Banco Itau International 401(k) 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. Banco Itau International 401(k) sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Banco Itau International 401(k) reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Banco Itau International 401(k) end-of-year assets rose from $54M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Banco Itau International 401(k) reported participants rose from 244 in the plan year 2023 filing to 272 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042488669 · Banco Itau International PY 2024 · 401(k)

Banco Itau International 401(k) · $61M · 272 · 86th

  • NET $61M
  • BOOK 272
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Dentons Durham Jones Pinegar P.C. 401(k) Retirement Savings Plan
  • EBSA ind #6737

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 →

Banco Itau International 401(k) in the asset neighbourhood

Banco Itau International 401(k)Banco Itau International 401…$61MRockwood Capital 401(k) Retirement PlanRockwood Capital 401(k) Reti…$61MNaphcare US Inc. 401(k) Plan$61MSmart Care Solutions 401(k) PlanSmart Care Solutions 401(k) …$61MDentons Durham Jones Pinegar P.C. 401(k) Retirement Savings PlanDentons Durham Jones Pinegar…$61M
End-of-year total assets ($M) among Banco Itau International 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN042488669
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Banco Itau International)

Sponsor-wide plan assets over time

All Banco Itau International plans reported in each filing year

Latest sponsor-wide plan assets
$61M 45.450403361454086% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42M $61.2M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 227 $42M
2023 1 244 $54M
2024 1 272 $61M

Nearby 401(k) Plans in Florida

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

Banco Itau International 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Banco Itau International 401(k), Total assets ($B): 0.06114513 · Participants: 272Banco Itau International 401(k)L3harris 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
Banco Itau International 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Banco Itau International 401(k) side-by-side with 3 peers →

Banco Itau International 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dentons Durham Jones Pinegar P.C. 401(k) Retirement Savings Plan in UT ($61M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Banco Itau International 401(k) assets move in 2024? ▼
Banco Itau International 401(k) grew at a solid clip - up 13.4% during 2024, from $54M to $61M. Reported net income was $7M.
How have Banco Itau International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Banco Itau International's sponsor-wide assets grew 45.5%, from $42M to $61M.
Where does Banco Itau International 401(k) rank by assets among Form 5500 filers? ▼
Banco Itau International 401(k) ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Banco Itau International 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Dentons Durham Jones Pinegar P.C. 401(k) Retirement Savings Plan in UT ($61M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Banco Itau International 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 042488669.

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.