401(k) · DOL Form 5500 · 2022

Planters Bank 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
151
Participants Small participant base
84th
Percentile by assets National rank
$220,014
Avg per participant Above avg balance/head
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Official DOL plan name: Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan · Sponsored by Planters Bank · Kentucky · Finance & Insurance

$33M in assets, 151 participants

Planters Bank's Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan reported $33M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,863 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan covers 151 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $33M.

#6,863
in Finance & Insurance (9,261 peers)
-1.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $346K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan's outsized position by total assets

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$33,222,149 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Planters Bank Employee Stock Ownership and 401(k) Retirement 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. Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan sits mid-pack in the medium band (151 participants).

Plan-year Form 5500 strip

Filing strip 611293646 · Planters Bank PY 2022 · 401(k)

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan · $33M · 151 · 84th

  • BOY $33M
  • BOY 151
  • BOY 84th
  • BOY 401(k)
  • BOY near Northpoint Development, LLC 401(k) Safe Harbor Plan
  • BOY ind #6863

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 Kentucky →

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan in the asset neighbourhood

Myron Manufacturing Corp 401(k) Retirement Savings PlanMyron Manufacturing Corp 401…$33MPlanters Bank Employee Stock Ownership and 401(k) Retirement Savings PlanPlanters Bank Employee Stock…$33MNorthpoint Development, LLC 401(k) Safe Harbor PlanNorthpoint Development, LLC …$33MJ.W. Speaker Corporation 401 (K) PlanJ.W. Speaker Corporation 401…$33MThe Doall Group Profit Sharing PlanThe Doall Group Profit Shari…$33M
End-of-year total assets ($M) among Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$33M
Net Income-$346K
Employer EIN611293646
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planters Bank)

Sponsor-wide plan assets over time

All Planters Bank plans reported in each filing year

Latest sponsor-wide plan assets
$28M 15.819608779672862% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $33.2M $28M ▼ -15.8%
Year Plans Participants Total Assets
2022 1 151 $33M
2023 1 146 $26M
2024 1 155 $28M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan, Total assets ($B): 0.033222149 · Participants: 151Planters Bank Employee Stock Ownership and 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan side-by-side with 3 peers →

Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Northpoint Development, LLC 401(k) Safe Harbor Plan in MO ($33M); by covered participants it is Kent Materials 401(k) in LA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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.

Frequently Asked Questions

How did Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan assets move in 2022? ▼
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan edged down modestly - down 1.0% during 2022, from $34M to $33M. Reported net income was -$346K.
How have Planters Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planters Bank's sponsor-wide assets declined 15.8%, from $33M to $28M.
Where does Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northpoint Development, LLC 401(k) Safe Harbor Plan in MO ($33M, 690 participants).
Which 401(k) plans cover a similar participant headcount to Planters Bank Employee Stock Ownership and 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (151 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611293646.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.