401(k) · DOL Form 5500 · 2022
South State Bank, N.a. 401(k) Plan
Data updated 2026-08-25
- $463M
- Total assets Above avg plan size
- 5,123
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $90,319
- Avg per participant Below avg balance/head
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.
- #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.
- #8,879
- in Finance & Insurance (9,261 peers)
- -12.5%
- assets change YoY
- 4.6×
- vs typical plan assets (national mean)
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.
South State Bank 401(k) Retirement Savings Plan's outsized position by total assets
South State Bank 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$462,702,855 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
South State Bank 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South State Bank 401(k) Retirement Savings Plan lands in the large band (5,123 participants).
Published 5500 schedule card
Filing strip 592979916 · South State Bank, N.a. PY 2022 · 401(k)
South State Bank 401(k) Retirement Savings Plan · $463M · 5,123 · 98th
- PART $463M
- PART 5,123
- PART 98th
- PART 401(k)
- PART near Epic Games, Inc. 401(k) Plan and Trust
- PART ind #8879
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 →
South State Bank 401(k) Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All South State Bank, N.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $629M 35.84947709043204% vs 2022
- 2024 filing year
| 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.
- 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)
South State Bank 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Epic Games, Inc. 401(k) Plan and Trust in NC ($463M); by covered participants it is Arcadis U.S., Inc. Retirement Savings Plan in CO (5,123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($463M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,123 participants); asset peers above are excluded.
- Arcadis U.S., Inc. Retirement Savings Plan (CO) 5,123 · 0 off
- Clark Associates, Inc. Multiple Employer 401(k) Plan (PA) 5,122 · 1 off
- Alliant Insurance Services, Inc. 401(k) Savings & Investment Plan (CA) 5,127 · 4 off
- Icf Retirement Savings Plan (VA) 5,127 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.