401(k) · DOL Form 5500 · 2024

Bankers Financial Corporation 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
415
Participants Below avg headcount
84th
Percentile by assets National rank
$121,446
Avg per participant Near avg balance/head
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Official DOL plan name: Associates' Savings Plan · Sponsored by Bankers Financial Corporation · Georgia · Finance & Insurance

$50M in assets, 415 participants

Bankers Financial Corporation's Associates' Savings Plan reported $50M in total assets and 415 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,461 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Associates' Savings Plan covers 415 participants in Georgia, about 38% of the average Georgia filer (state average ~1,096 per filing). Assets: $50M.

#6,461
in Finance & Insurance (8,549 peers)
+1.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Associates' Savings Plan's outsized position by total assets

Associates' Savings Plan vs every filed plan by assets

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

$50,400,097 Top 16% higher than 84% 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

Associates' 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. Associates' Savings Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associates' Savings Plan reported net income fell from $6M in the plan year 2023 filing to $669K in the plan year 2024 filing.
  • Associates' Savings Plan reported participants fell from 465 in the plan year 2023 filing to 415 in the plan year 2024 filing.
  • Associates' Savings Plan end-of-year assets rose from $50M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592318812 · Bankers Financial Corporation PY 2024 · 401(k)

Associates' Savings Plan · $50M · 415 · 84th

  • 5500 $50M
  • 5500 415
  • 5500 84th
  • 5500 401(k)
  • 5500 near R.D. Merrill Companies 401(k) Plan
  • 5500 ind #6461

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 Georgia →

Associates' Savings Plan in the asset neighbourhood

Exco Resources, Inc. 401(k) PlanExco Resources, Inc. 401(k) …$50MAssociates' Savings Plan$50MR.D. Merrill Companies 401(k) PlanR.D. Merrill Companies 401(k…$50MHealthtronics Group, LP 401(k) PlanHealthtronics Group, LP 401(…$50MPro Resources Retirement Savings PlanPro Resources Retirement Sav…$50M
End-of-year total assets ($M) among Associates' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$50M
Net Income$669K
Employer EIN592318812
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bankers Financial Corporation)

Sponsor-wide plan assets over time

All Bankers Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 14.775708997680919% vs 2022
2024 filing year
$42M$44M$46M$48M$50M$52M 202220232024 $43.9M $50.4M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 446 $44M
2023 1 465 $50M
2024 1 415 $50M

Nearby 401(k) Plans in Georgia

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

Associates' Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Associates' Savings Plan, Total assets ($B): 0.050400097 · Participants: 415Associates' Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Associates' Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is R.D. Merrill Companies 401(k) Plan in WA ($50M); by covered participants it is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 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 Associates' Savings Plan assets move in 2024?
Associates' Savings Plan edged up modestly - up 1.3% during 2024, from $50M to $50M. Reported net income was $669K.
How have Bankers Financial Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Bankers Financial Corporation's sponsor-wide assets grew 14.8%, from $44M to $50M.
Where does Associates' Savings Plan rank by assets among Form 5500 filers?
Associates' Savings Plan ranks in the 84th 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 Associates' Savings Plan?
Among 401(k) plans in other states, the closest by assets is R.D. Merrill Companies 401(k) Plan in WA ($50M, 2,898 participants).
Which 401(k) plans cover a similar participant headcount to Associates' Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Batesville Tool & Die, Inc. Employees' Retirement Savings Plan in IN (415 participants, $24M in assets).