401(k) · DOL Form 5500 · 2022
Southern Bank and Trust Company 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 183
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $180,687
- Avg per participant Above avg balance/head
Official DOL plan name: The Capital Accumulation Plan for the Employees of Southern Bank and Trust · Sponsored by Southern Bank and Trust Company · North Carolina · Finance & Insurance
$33M in assets, 183 participants
Southern Bank and Trust Company's The Capital Accumulation Plan for the Employees of Southern Bank and Trust reported $33M in total assets and 183 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.
- #6,856 in Finance & Insurance (9,261 peers)
Coverage in North Carolina
The Capital Accumulation Plan for the Employees of Southern Bank and Trust covers 183 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.
- #6,856
- in Finance & Insurance (9,261 peers)
- -22.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Capital Accumulation Plan for the Employees of Southern Bank and Trust's outsized position by total assets
The Capital Accumulation Plan for the Employees of Southern Bank and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,065,647 Top 16% higher than 84% 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
The Capital Accumulation Plan for the Employees of Southern Bank and Trust 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. The Capital Accumulation Plan for the Employees of Southern Bank and Trust sits mid-pack in the medium band (183 participants).
Published 5500 schedule card
Filing strip 560132260 · Southern Bank and Trust Company PY 2022 · 401(k)
The Capital Accumulation Plan for the Employees of Southern Bank and Trust · $33M · 183 · 84th
- RANK $33M
- RANK 183
- RANK 84th
- RANK 401(k)
- RANK near Dci Engineers 401(k) Retirement Plan & Trust
- RANK ind #6856
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 North Carolina →
The Capital Accumulation Plan for the Employees of Southern Bank and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$9M |
| Employer EIN | 560132260 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Bank and Trust Company)
Sponsor-wide plan assets over time
All Southern Bank and Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $175M 18.33213335262524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 805 | $148M |
| 2023 | 3 | 776 | $167M |
| 2024 | 3 | 765 | $175M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
The Capital Accumulation Plan for the Employees of Southern Bank and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Dci Engineers 401(k) Retirement Plan & Trust in WA ($33M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Masy's Retirement Plan (MA) 183 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 183 · 0 off
- Metropolitan Golf Group, LLC 401(k) Ps Plan and Trust (NJ) 183 · 0 off
- All(N)1 Security Services 401kplan (GA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.