Defined Benefit (Pension) · DOL Form 5500 · 2024

Emigrant Bank Pension Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
441
Participants Below avg headcount
93rd
Percentile by assets National rank
$330,269
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Emigrant Bank · Sponsored by Emigrant Bank · Florida · Finance & Insurance

$146M in assets, 441 participants

Emigrant Bank's Retirement Plan for Employees of Emigrant Bank reported $146M in total assets and 441 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.

  • #7,578 in Finance & Insurance (8,549 peers)

Where Retirement Plan for Employees of Emigrant Bank sits by assets

Retirement Plan for Employees of Emigrant Bank sits in the top 10% of all filed plans by assets, $146M for 441 participants (~$330,269/participant), down 2.5% in 2024.

#7,578
in Finance & Insurance (8,549 peers)
-2.5%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Emigrant Bank's outsized position by total assets

Retirement Plan for Employees of Emigrant Bank vs every filed plan by assets

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

$145,648,837 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

Retirement Plan for Employees 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. Retirement Plan for Employees of Emigrant Bank sits mid-pack in the medium band (441 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Emigrant Bank reported net income rose from -$7M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Retirement Plan for Employees of Emigrant Bank end-of-year assets fell from $149M in the plan year 2023 filing to $146M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 933962003 · Emigrant Bank PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Emigrant Bank · $146M · 441 · 93rd

  • ASSETS $146M
  • ASSETS 441
  • ASSETS 93rd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Cemex, Inc. Pension Plan
  • ASSETS ind #7578

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 →

Retirement Plan for Employees of Emigrant Bank in the asset neighbourhood

Sps Technologies, LLC Retirement Income PlanSps Technologies, LLC Retire…$146MThe Goco Pension Plan$146MRetirement Plan for Employees of Emigrant BankRetirement Plan for Employee…$146MCemex, Inc. Pension Plan$145MSandoz Pension Plan$145M
End-of-year total assets ($M) among Retirement Plan for Employees of Emigrant Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$146M
Net Income-$4M
Employer EIN933962003
Plan Effective Date1952-06-01
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
$146M 2.544036479453526% vs 2023
2024 filing year
$144M$146M$148M$150M 20232024 $149M $146M ▼ -2.5%
Year Plans Participants Total Assets
2023 1 443 $149M
2024 1 441 $146M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Emigrant Bank vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Retirement Plan for Employees of Emigrant Bank, Total assets ($B): 0.145648837 · Participants: 441Retirement Plan for Employees of Emigrant BankL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Retirement Plan for Employees of Emigrant Bank vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Retirement Plan for Employees of Emigrant Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Cemex, Inc. Pension Plan in TX ($145M); by covered participants it is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (441 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Retirement Plan for Employees of Emigrant Bank assets move in 2024? ▼
Retirement Plan for Employees of Emigrant Bank edged down modestly - down 2.5% during 2024, from $149M to $146M. Reported net income was -$4M.
How have Emigrant Bank plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Emigrant Bank's sponsor-wide assets declined 2.5%, from $149M to $146M.
Where does Retirement Plan for Employees of Emigrant Bank rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Emigrant Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cemex, Inc. Pension Plan in TX ($145M, 713 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Emigrant Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (441 participants, $43M in assets).