401(k) · DOL Form 5500 · 2022
Trustmark Services Company 401(k) Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 900
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $260,013
- Avg per participant Above avg balance/head
Official DOL plan name: Trustmark Services Company Investment and Savings Plan · Sponsored by Trustmark Services Company · Illinois · Finance & Insurance
$234M in assets, 900 participants
Trustmark Services Company's Trustmark Services Company Investment and Savings Plan reported $234M in total assets and 900 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,649 in Finance & Insurance (9,261 peers)
Where Trustmark Services Company Investment and Savings Plan sits by assets
Trustmark Services Company Investment and Savings Plan sits in the top 5% of all filed plans by assets, $234M for 900 participants (~$260,013/participant), down 24.9% in 2022.
- #8,649
- in Finance & Insurance (9,261 peers)
- -24.9%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trustmark Services Company Investment and Savings Plan's outsized position by total assets
Trustmark Services Company Investment and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$234,011,940 Top 4% higher than 96% 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
Trustmark Services Company Investment and Savings Plan 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. Trustmark Services Company Investment and Savings Plan sits mid-pack in the medium band (900 participants).
Published 5500 schedule card
Filing strip 270056662 · Trustmark Services Company PY 2022 · 401(k)
Trustmark Services Company Investment and Savings Plan · $234M · 900 · 96th
- SCH $234M
- SCH 900
- SCH 96th
- SCH 401(k)
- SCH near Digital Insurance, LLC 401(k) Plan
- SCH ind #8649
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 Illinois →
Trustmark Services Company Investment and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | -$60M |
| Employer EIN | 270056662 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustmark Services Company)
Sponsor-wide plan assets over time
All Trustmark Services Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 31.31225013561274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 900 | $234M |
| 2023 | 1 | 891 | $274M |
| 2024 | 1 | 835 | $307M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Trustmark Services Company Investment and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Digital Insurance, LLC 401(k) Plan in GA ($234M); by covered participants it is Fire and Life Safety America 401(k) Plan in VA (900 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- Digital Insurance, LLC 401(k) Plan (GA) $234M · 2,818
- Gleason Corporation Retirement Savings Plan (NY) $234M · 798
- Quest Software Inc. 401(k) Plan (CA) $234M · 1,150
- Dexcom, Inc. 401(k) Plan (CA) $235M · 4,562
Similar participant headcount
Nearest other-state filings by covered participants (900 participants); asset peers above are excluded.
- Fire and Life Safety America 401(k) Plan (VA) 900 · 0 off
- C.S.S. Retirement Savings Plan (OH) 900 · 0 off
- Glen-Gery Corporation 401(k) Plan (PA) 900 · 0 off
- Munters Corporation Employee Savings and 401(k) Plan (TX) 900 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.