Plan Ledger DOL Form 5500 · updated monthly

Investors BankESOP

INVESTORS BANK AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN · SHORT HILLS, NJ · plan year 2022

Plan assets · 2022
$126.9M

Investors Bank's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $126,859,258 across 1,237 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 309th-largest of 2,419 plans among New Jersey employers on file, and the 828th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$126,859,258
Participants with balances1,237
Active participants885
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$102,554
Benefits paid to participants$6,953,238
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$126.9M · 1,237 accts
Administrative cost history2
2023Not separately reported
2022Not separately reported
All plans at this employer2
INVESTORS BANK AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLANESOP
INVESTORS BANK EMPLOYEE 401(K) PLAN401(k)
Similar plansFinance & Insurance · New Jersey
Columbia Bank NJ$141.7M · 0.03%
Enstar (US) Inc. NJ$134.0M · 0.17%
Peapack-Gladstone Bank NJ$122.4M · 0.20%
Fortitude Re NJ$112.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221368780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.