401(k) · DOL Form 5500 · 2024

Ives Bank 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
176
Participants Small participant base
75th
Percentile by assets National rank
$146,601
Avg per participant Above avg balance/head
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Official DOL plan name: Ives Bank Savings Plan · Sponsored by Ives Bank · Connecticut · Finance & Insurance

$26M in assets, 176 participants

Ives Bank's Ives Bank Savings Plan reported $26M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,249 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Ives Bank Savings Plan covers 176 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $26M.

#5,249
in Finance & Insurance (8,549 peers)
+7.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ives Bank Savings Plan's outsized position by total assets

Ives Bank Savings Plan vs every filed plan by assets

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

$25,801,851 Top 25% higher than 75% 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

Ives Bank Savings 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. Ives Bank Savings Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ives Bank Savings Plan reported net income rose from $65K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ives Bank Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Ives Bank Savings Plan reported participants fell from 178 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 863388610 · Ives Bank PY 2024 · 401(k)

Ives Bank Savings Plan · $26M · 176 · 75th

  • BOY $26M
  • BOY 176
  • BOY 75th
  • BOY 401(k)
  • BOY near Blue Ridge Envisioneering 401(k) Plan
  • BOY ind #5249

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 Connecticut →

Ives Bank Savings Plan in the asset neighbourhood

Ives Bank Savings Plan$26MBlue Ridge Envisioneering 401(k) PlanBlue Ridge Envisioneering 40…$26MMaple Island, Inc./F.H. Stoltze 401(k) Savings PlanMaple Island, Inc./F.H. Stol…$26MThe Kelleher Corporation Retirement Savings PlanThe Kelleher Corporation Ret…$26MEntisys Solutions, Inc. 401(k) PlanEntisys Solutions, Inc. 401(…$26M
End-of-year total assets ($M) among Ives Bank Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN863388610
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ives Bank)

Sponsor-wide plan assets over time

All Ives Bank plans reported in each filing year

Latest sponsor-wide plan assets
$62M 14.784862277238405% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.9M $61.8M ▲ +14.8%
Year Plans Participants Total Assets
2022 2 217 $54M
2023 2 218 $57M
2024 2 210 $62M

Nearby 401(k) Plans in Connecticut

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

Ives Bank Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ives Bank Savings Plan, Total assets ($B): 0.025801851 · Participants: 176Ives Bank Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Ives Bank Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ives Bank Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Blue Ridge Envisioneering 401(k) Plan in VA ($26M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Ives Bank Savings Plan assets move in 2024? ▼
Ives Bank Savings Plan grew at a solid clip - up 7.4% during 2024, from $24M to $26M. Reported net income was $2M.
How have Ives Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ives Bank's sponsor-wide assets grew 14.8%, from $54M to $62M.
Where does Ives Bank Savings Plan rank by assets among Form 5500 filers? ▼
Ives Bank Savings Plan ranks in the 75th 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 Ives Bank Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ridge Envisioneering 401(k) Plan in VA ($26M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Ives Bank Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 863388610.

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.