401(k) · DOL Form 5500 · 2024

Emigrant Bank 401(k) Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
489
Participants Below avg headcount
93rd
Percentile by assets National rank
$331,814
Avg per participant High balance/head
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Official DOL plan name: Employees' Incentive Savings Plan of Emigrant Bank · Sponsored by Emigrant Bank · Florida · Finance & Insurance

$162M in assets, 489 participants

Emigrant Bank's Employees' Incentive Savings Plan of Emigrant Bank reported $162M in total assets and 489 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,641 in Finance & Insurance (8,549 peers)

Where Employees' Incentive Savings Plan of Emigrant Bank sits by assets

Employees' Incentive Savings Plan of Emigrant Bank sits in the top 10% of all filed plans by assets, $162M for 489 participants (~$331,814/participant), up 9.8% in 2024.

#7,641
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Employees' Incentive Savings Plan of Emigrant Bank's outsized position by total assets

Employees' Incentive Savings Plan of Emigrant Bank vs every filed plan by assets

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

$162,257,199 Top 7% higher than 93% 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

Employees' Incentive Savings Plan of Emigrant Bank 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. Employees' Incentive Savings Plan of Emigrant Bank sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Incentive Savings Plan of Emigrant Bank reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Employees' Incentive Savings Plan of Emigrant Bank end-of-year assets rose from $148M in the plan year 2023 filing to $162M in the plan year 2024 filing.
  • Employees' Incentive Savings Plan of Emigrant Bank reported participants rose from 480 in the plan year 2023 filing to 489 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 651128000 · Emigrant Bank PY 2024 · 401(k)

Employees' Incentive Savings Plan of Emigrant Bank · $162M · 489 · 93rd

  • PCT $162M
  • EIN 489
  • RANK 93rd
  • PHOTO 401(k)
  • IND near The National Geographic Society 401(k) Retirement Savings Plan
  • EOY ind #7641

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 →

Employees' Incentive Savings Plan of Emigrant Bank in the asset neighbourhood

The National Geographic Society 401(k) Retirement Savings PlanThe National Geographic Soci…$162MFairfield 401(k) Plan$162MEmployees' Incentive Savings Plan of Emigrant BankEmployees' Incentive Savings…$162MSmart National Supplemental Savings PlanSmart National Supplemental …$162MCirrus Design Corporation 401(k) PlanCirrus Design Corporation 40…$162M
End-of-year total assets ($M) among Employees' Incentive Savings Plan of Emigrant Bank and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$162M
Net Income$14M
Employer EIN651128000
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emigrant Bank)

Sponsor-wide plan assets over time

All Emigrant Bank plans reported in each filing year

Latest sponsor-wide plan assets
$162M 3.6716001935969254% vs 2022
2024 filing year
$145M$150M$155M$160M$165M 202220232024 $157M $162M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 454 $157M
2023 1 480 $148M
2024 1 489 $162M

Nearby 401(k) Plans in Florida

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

Employees' Incentive Savings Plan of Emigrant Bank vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Employees' Incentive Savings Plan of Emigrant Bank, Total assets ($B): 0.162257199 · Participants: 489Employees' Incentive Savings Plan of Emigrant BankL3harris 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
Employees' Incentive Savings Plan of Emigrant Bank vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Employees' Incentive Savings Plan of Emigrant Bank side-by-side with 3 peers →

Employees' Incentive Savings Plan of Emigrant Bank's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The National Geographic Society 401(k) Retirement Savings Plan in DC ($162M); by covered participants it is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162M here).

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Employees' Incentive Savings Plan of Emigrant Bank assets move in 2024? ▼
Employees' Incentive Savings Plan of Emigrant Bank grew at a solid clip - up 9.8% during 2024, from $148M to $162M. Reported net income was $14M.
How have Emigrant Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emigrant Bank's sponsor-wide assets grew 3.7%, from $157M to $162M.
Where does Employees' Incentive Savings Plan of Emigrant Bank rank by assets among Form 5500 filers? ▼
Employees' Incentive Savings Plan of Emigrant Bank ranks in the 93rd 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 Employees' Incentive Savings Plan of Emigrant Bank? ▼
Among 401(k) plans in other states, the closest by assets is The National Geographic Society 401(k) Retirement Savings Plan in DC ($162M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Incentive Savings Plan of Emigrant Bank? ▼
Among 401(k) plans in other states, the closest by covered participants is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants, $51M 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 651128000.

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.