401(k) · DOL Form 5500 · 2024
Emigrant Bank 401(k) Plan
Data updated 2026-08-11
- $162M
- Total assets
- 489
- Participants
- 93rd
- Percentile by assets
- $331,814
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $162M
- total plan assets (2024 EOY)
- 489
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $331,814
- avg assets per participant
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.
Employees' Incentive Savings Plan of Emigrant Bank vs the 2024 asset distribution
By assets, Employees' Incentive Savings Plan of Emigrant Bank outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | $14M |
| Employer EIN | 651128000 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emigrant Bank)
| 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
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Employees' Incentive Savings Plan of Emigrant Bank by total assets, not by location.
- The National Geographic Society 401(k) Retirement Savings Plan (DC) $162M · 578
- Fairfield 401(k) Plan (CA) $162M · 1,381
- Smart National Supplemental Savings Plan (VA) $162M · 12,046
- Cirrus Design Corporation 401(k) Plan (MN) $162M · 2,460
Frequently Asked Questions
How did Employees' Incentive Savings Plan of Emigrant Bank assets move in 2024? ▼
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Ways to act on Employees' Incentive Savings Plan of Emigrant Bank's numbers.
- By total assets, Employees' Incentive Savings Plan of Emigrant Bank ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Emigrant Bank's sponsor-wide assets have grown 3.7% since 2022 across 3 plan years on file. More Finance & Insurance plans