401(k) · DOL Form 5500 · 2022

First Southern State Bank 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
52nd
Percentile by assets National rank
$46,133
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: First Southern State Bank 401(k) Plan · Sponsored by First Southern State Bank · Alabama · Finance & Insurance

$5M in assets, 116 participants

First Southern State Bank's First Southern State Bank 401(k) Plan reported $5M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,365 in Finance & Insurance (9,261 peers)

Coverage in Alabama

First Southern State Bank 401(k) Plan covers 116 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $5M.

#3,365
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY

The plan reported a net loss of $610K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Southern State Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

First Southern State Bank 401(k) Plan vs every filed plan by assets

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

$5,351,474 Top 48% higher than 52% 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

First Southern State Bank 401(k) 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. First Southern State Bank 401(k) Plan sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 630201467 · First Southern State Bank PY 2022 · 401(k)

First Southern State Bank 401(k) Plan · $5M · 116 · 52nd

  • ASSETS $5M
  • ASSETS 116
  • ASSETS 52nd
  • ASSETS 401(k)
  • ASSETS near Research Concepts, Inc. 401(k) Plan
  • ASSETS ind #3365

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 Alabama →

First Southern State Bank 401(k) Plan in the asset neighbourhood

First Southern State Bank 401(k) PlanFirst Southern State Bank 40…$5MResearch Concepts, Inc. 401(k) PlanResearch Concepts, Inc. 401(…$5MPregis LLC. Collectively Bargained Employees 401(k) Retirement and Savings PlanPregis LLC. Collectively Bar…$5MRecover Together 401(k) Profit Sharing PlanRecover Together 401(k) Prof…$5MD.R. Johnson Lumber Company 401(k) PlanD.R. Johnson Lumber Company …$5M
End-of-year total assets ($M) among First Southern State Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$610K
Employer EIN630201467
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

First Southern State Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants First Southern State Bank 401(k) Plan, Total assets ($B): 0.005351474 · Participants: 116First Southern State Bank 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
First Southern State Bank 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare First Southern State Bank 401(k) Plan side-by-side with 3 peers →

First Southern State Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Research Concepts, Inc. 401(k) Plan in KS ($5M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 First Southern State Bank 401(k) Plan assets move in 2022? ▼
First Southern State Bank 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $6M to $5M. Reported net income was -$610K.
Which 401(k) plans are similar in size to First Southern State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Research Concepts, Inc. 401(k) Plan in KS ($5M, 17 participants).
Which 401(k) plans cover a similar participant headcount to First Southern State Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 630201467.

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.