ESOP · DOL Form 5500 · 2024

Tampa Bay Banking Company ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
290
Participants Below avg headcount
68th
Percentile by assets National rank
$60,538
Avg per participant Low balance/head
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Official DOL plan name: Tampa Bay Banking Company Employee Stock Ownership Plan · Sponsored by Tampa Bay Banking Company · Florida · Finance & Insurance

$18M in assets, 290 participants

Tampa Bay Banking Company's Tampa Bay Banking Company Employee Stock Ownership Plan reported $18M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,450 in Finance & Insurance (8,549 peers)

Coverage in Florida

Tampa Bay Banking Company Employee Stock Ownership Plan covers 290 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $18M.

#4,450
in Finance & Insurance (8,549 peers)
+9.9%
assets growth YoY

Tampa Bay Banking Company Employee Stock Ownership Plan's outsized position by total assets

Tampa Bay Banking Company Employee Stock Ownership Plan vs every filed plan by assets

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

$17,556,077 Top 32% higher than 68% 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

Tampa Bay Banking Company Employee Stock Ownership 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. Tampa Bay Banking Company Employee Stock Ownership Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tampa Bay Banking Company Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Tampa Bay Banking Company Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Tampa Bay Banking Company Employee Stock Ownership Plan reported participants rose from 283 in the plan year 2023 filing to 290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592775258 · Tampa Bay Banking Company PY 2024 · ESOP

Tampa Bay Banking Company Employee Stock Ownership Plan · $18M · 290 · 68th

  • 5500 $18M
  • ASSETS 290
  • PCT 68th
  • EIN ESOP
  • RANK near Rh2 Engineering, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4450

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 What is an ESOP? → · Plans in Florida →

Tampa Bay Banking Company Employee Stock Ownership Plan in the asset neighbourhood

Pilot Point Bancorp, Inc. Employee Stock Ownership PlanPilot Point Bancorp, Inc. Em…$18MTampa Bay Banking Company Employee Stock Ownership PlanTampa Bay Banking Company Em…$18MRh2 Engineering, Inc. Employee Stock Ownership PlanRh2 Engineering, Inc. Employ…$18MAzcon, Inc. Employee Stock Ownership PlanAzcon, Inc. Employee Stock O…$18MR & B Wagner, Inc. Employee Stock Ownership PlanR & B Wagner, Inc. Employee …$18M
End-of-year total assets ($M) among Tampa Bay Banking Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN592775258
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tampa Bay Banking Company)

Sponsor-wide plan assets over time

All Tampa Bay Banking Company plans reported in each filing year

Latest sponsor-wide plan assets
$49M 8.055091988315507% vs 2022
2024 filing year
$44M$46M$48M$50M 202220232024 $45.8M $49.5M ▲ +8.1%
Year Plans Participants Total Assets
2022 2 535 $46M
2023 2 560 $45M
2024 2 579 $49M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Tampa Bay Banking Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Tampa Bay Banking Company Employee Stock Ownership Plan, Total assets ($B): 0.017556077 · Participants: 290Tampa Bay Banking Company Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Tampa Bay Banking Company Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Tampa Bay Banking Company Employee Stock Ownership Plan side-by-side with 3 peers →

Tampa Bay Banking Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Rh2 Engineering, Inc. Employee Stock Ownership Plan in WA ($18M); by covered participants it is Fidelity Bank Employee Stock Ownership Plan in LA (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Tampa Bay Banking Company Employee Stock Ownership Plan assets move in 2024? ▼
Tampa Bay Banking Company Employee Stock Ownership Plan grew at a solid clip - up 9.9% during 2024, from $16M to $18M. Reported net income was $2M.
How have Tampa Bay Banking Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tampa Bay Banking Company's sponsor-wide assets grew 8.1%, from $46M to $49M.
Which ESOP plans are similar in size to Tampa Bay Banking Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rh2 Engineering, Inc. Employee Stock Ownership Plan in WA ($18M, 130 participants).
Which ESOP plans cover a similar participant headcount to Tampa Bay Banking Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fidelity Bank Employee Stock Ownership Plan in LA (290 participants, $19M 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 592775258.

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.