401(k) · DOL Form 5500 · 2022
South State Bank, N.a. 401(k) Plan
Data updated 2026-08-11
- $463M
- Total assets
- 5,123
- Participants
- 98th
- Percentile by assets
- $90,319
- Avg per participant
Official DOL plan name: South State Bank 401(k) Retirement Savings Plan · Sponsored by South State Bank, N.a. · Florida · Finance & Insurance
$463M in assets, 5,123 participants
South State Bank, N.a.'s South State Bank 401(k) Retirement Savings Plan reported $463M in total assets and 5,123 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,879 in Finance & Insurance (9,261 peers)
Coverage in Florida
South State Bank 401(k) Retirement Savings Plan covers 5,123 participants in Florida, 8.2x the typical Florida plan (state average ~628 per filing). Assets: $463M.
- $463M
- total plan assets (2022 EOY)
- 5,123
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $90,319
- avg assets per participant
The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. South State Bank 401(k) Retirement Savings Plan reports 5,123 participants - 8.2x that state average ($463M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $529M |
|---|---|
| Net Assets (End of Year) | $463M |
| Net Income | -$66M |
| Employer EIN | 592979916 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South State Bank, N.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,123 | $463M |
| 2023 | 1 | 5,113 | $549M |
| 2024 | 1 | 5,297 | $629M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
South State Bank 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for South State Bank 401(k) Retirement Savings Plan
South State Bank 401(k) Retirement Savings Plan reports $463M in end-of-year assets across 5,123 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $90,319 per participant (65% of the national average assets-per-participant) . Net income for plan year 2022 was -$66M.
This plan identity (EIN 592979916, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $463M to $629M (+35.8%) while covered participants moved from 5,123 to 5,297 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,123 | $463M | This page |
| 2023 | 5,113 | $549M | Open filing |
| 2024 · index core | 5,297 | $629M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southstate Bank 401(k) Retirement Savings Plan (401(k), $629M, 5,297 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to South State Bank 401(k) Retirement Savings Plan by total assets, not by location.
- Epic Games, Inc. 401(k) Plan and Trust (NC) $463M · 2,255
- Plexus Corp. 401(k) Retirement Plan (WI) $463M · 3,363
- Alexion 401(k) Plan (MA) $462M · 2,372
- Mccarthy Employee Retirement Savings Plan (MO) $462M · 4,297
Frequently Asked Questions
How did South State Bank 401(k) Retirement Savings Plan assets move in 2022? ▼
How have South State Bank, N.a. plan assets changed over time? ▼
Where does South State Bank 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to South State Bank 401(k) Retirement Savings Plan? ▼
Next read for South State Bank 401(k) Retirement Savin…
Filing takeaways
Ways to act on South State Bank 401(k) Retirement Savings Plan's numbers.
- By total assets, South State Bank 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- South State Bank, N.a.'s sponsor-wide assets have grown 35.8% since 2022 across 3 plan years on file. More Finance & Insurance plans