401(k) · DOL Form 5500 · 2024

Bbx Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
141
Participants Small participant base
79th
Percentile by assets National rank
$238,621
Avg per participant Above avg balance/head
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Official DOL plan name: Bbx Capital, Inc. 401(k) Plan · Sponsored by Bbx Capital, Inc. · Florida · Finance & Insurance

$34M in assets, 141 participants

Bbx Capital, Inc.'s Bbx Capital, Inc. 401(k) Plan reported $34M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,746 in Finance & Insurance (8,549 peers)

Coverage in Florida

Bbx Capital, Inc. 401(k) Plan covers 141 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $34M.

#5,746
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bbx Capital, Inc. 401(k) Plan's outsized position by total assets

Bbx Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$33,645,529 Top 21% higher than 79% 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

Bbx Capital, Inc. 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. Bbx Capital, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bbx Capital, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bbx Capital, Inc. 401(k) Plan reported participants fell from 165 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Bbx Capital, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 824669146 · Bbx Capital, Inc. PY 2024 · 401(k)

Bbx Capital, Inc. 401(k) Plan · $34M · 141 · 79th

  • VS-ST $34M
  • BOY 141
  • SCH 79th
  • EBSA 401(k)
  • PART near Greer, Herz & Adams LLP Retirement Plan
  • TYPE ind #5746

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 →

Bbx Capital, Inc. 401(k) Plan in the asset neighbourhood

Bbx Capital, Inc. 401(k) Plan$34MUrgent Cares of America Holdings, LLC 401(k) PlanUrgent Cares of America Hold…$34MGreer, Herz & Adams LLP Retirement PlanGreer, Herz & Adams LLP Reti…$34MAnnapolis Micro Systems, Inc. 401(k) PlanAnnapolis Micro Systems, Inc…$34MTravcorp USA 401(k) Savings & Retirement PlanTravcorp USA 401(k) Savings …$34M
End-of-year total assets ($M) among Bbx Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN824669146
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bbx Capital, Inc.)

Sponsor-wide plan assets over time

All Bbx Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 22.40764725613993% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.5M $33.7M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 158 $27M
2023 1 165 $31M
2024 1 141 $34M

Nearby 401(k) Plans in Florida

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

Bbx Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Bbx Capital, Inc. 401(k) Plan, Total assets ($B): 0.033645529 · Participants: 141Bbx Capital, Inc. 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
Bbx Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Bbx Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Bbx Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Greer, Herz & Adams LLP Retirement Plan in TX ($34M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Bbx Capital, Inc. 401(k) Plan assets move in 2024? ▼
Bbx Capital, Inc. 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $31M to $34M. Reported net income was $3M.
How have Bbx Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bbx Capital, Inc.'s sponsor-wide assets grew 22.4%, from $27M to $34M.
Where does Bbx Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bbx Capital, Inc. 401(k) Plan ranks in the 79th 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 Bbx Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greer, Herz & Adams LLP Retirement Plan in TX ($34M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Bbx Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 824669146.

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.