401(k) · DOL Form 5500 · 2024

Amscot Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
1,071
Participants Near avg headcount
73rd
Percentile by assets National rank
$21,199
Avg per participant Low balance/head
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Official DOL plan name: Amscot Financial, Inc. 401(k) Plan · Sponsored by Amscot Financial, Inc. · Florida · Finance & Insurance

$23M in assets, 1,071 participants

Amscot Financial, Inc.'s Amscot Financial, Inc. 401(k) Plan reported $23M in total assets and 1,071 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,984 in Finance & Insurance (8,549 peers)

Amscot Financial, Inc. multi-year trail

Amscot Financial, Inc.'s plans moved +43.4% in assets from 2022 to 2024; this filing shows Amscot Financial, Inc. 401(k) Plan at $23M / 1,071 participants.

#4,984
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY

Amscot Financial, Inc. 401(k) Plan's outsized position by total assets

Amscot Financial, Inc. 401(k) Plan vs every filed plan by assets

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

$22,704,142 Top 27% higher than 73% 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

Amscot Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amscot Financial, Inc. 401(k) Plan lands in the large band (1,071 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amscot Financial, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Amscot Financial, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Amscot Financial, Inc. 401(k) Plan reported participants rose from 1,005 in the plan year 2023 filing to 1,071 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592742276 · Amscot Financial, Inc. PY 2024 · 401(k)

Amscot Financial, Inc. 401(k) Plan · $23M · 1,071 · 73rd

  • NET $23M
  • BOOK 1,071
  • VS-ST 73rd
  • BOY 401(k)
  • SCH near New Hudson Facades, LLC Retirement Savings Plan
  • EBSA ind #4984

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 →

Amscot Financial, Inc. 401(k) Plan in the asset neighbourhood

New Hudson Facades, LLC Retirement Savings PlanNew Hudson Facades, LLC Reti…$23MAmscot Financial, Inc. 401(k) PlanAmscot Financial, Inc. 401(k…$23MCustom Concrete Co., Inc. Savings and Retirement PlanCustom Concrete Co., Inc. Sa…$23MThe Johnson Company, Inc. Retirement Savings PlanThe Johnson Company, Inc. Re…$23MAmerican Family Care Savings PlanAmerican Family Care Savings…$23M
End-of-year total assets ($M) among Amscot Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Amscot Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Amscot Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 43.38943110801115% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.8M $22.7M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 1,080 $16M
2023 1 1,005 $20M
2024 1 1,071 $23M

Amscot Financial, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN592742276
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Amscot Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Amscot Financial, Inc. 401(k) Plan, Total assets ($B): 0.022704142 · Participants: 1071Amscot Financial, Inc. 401(k) PlanL3harris 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
Amscot Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Amscot Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Amscot Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is New Hudson Facades, LLC Retirement Savings Plan in PA ($23M); by covered participants it is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,071 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,071 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 Amscot Financial, Inc. 401(k) Plan assets move in 2024? ▼
Amscot Financial, Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $20M to $23M. Reported net income was $3M.
How have Amscot Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amscot Financial, Inc.'s sponsor-wide assets grew 43.4%, from $16M to $23M.
Which 401(k) plans are similar in size to Amscot Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Hudson Facades, LLC Retirement Savings Plan in PA ($23M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Amscot Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,071 participants, $303M 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 592742276.

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.