401(k) · DOL Form 5500 · 2022
Bank of Travelers Rest 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 113
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $242,007
- Avg per participant Above avg balance/head
Official DOL plan name: Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) · Sponsored by Bank of Travelers Rest · South Carolina · Finance & Insurance
$27M in assets, 113 participants
Bank of Travelers Rest's Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) reported $27M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,521 in Finance & Insurance (9,261 peers)
Coverage in South Carolina
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) covers 113 participants in South Carolina, about 31% of the average South Carolina filer (state average ~369 per filing). Assets: $27M.
- #6,521
- in Finance & Insurance (9,261 peers)
- -11.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)'s outsized position by total assets
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,346,835 Top 18% higher than 82% 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
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) sits mid-pack in the medium band (113 participants).
Form 5500 schedule snapshot
Filing strip 570282578 · Bank of Travelers Rest PY 2022 · 401(k)
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) · $27M · 113 · 82nd
- EOY $27M
- EOY 113
- EOY 82nd
- EOY 401(k)
- EOY near George E. Warren Employees Profit Sharing Plan
- EOY ind #6521
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 South Carolina →
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions) in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 570282578 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bank of Travelers Rest)
Sponsor-wide plan assets over time
All Bank of Travelers Rest plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 30.038273167626162% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $27M |
| 2023 | 1 | 170 | $31M |
| 2024 | 1 | 154 | $36M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Bank of Travelers Rest Employee Stock Ownership Plan (with 401(k) Provisions)'s out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is George E. Warren Employees Profit Sharing Plan in FL ($27M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- George E. Warren Employees Profit Sharing Plan (FL) $27M · 51
- Mariani Enterprises 401(k) Savings Plan (IL) $27M · 2,068
- Doka USA, Ltd. 401(k) Plan (NJ) $27M · 424
- Markel 401(k) Plan (PA) $27M · 295
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.