401(k) · DOL Form 5500 · 2022

BANKSOUTH 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
346
Participants Below avg headcount
82nd
Percentile by assets National rank
$79,267
Avg per participant Below avg balance/head
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Official DOL plan name: Banksouth's 401(k) Plan · Sponsored by BANKSOUTH · Georgia · Finance & Insurance

$27M in assets, 346 participants

BANKSOUTH's Banksouth's 401(k) Plan reported $27M in total assets and 346 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.

  • #6,525 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Banksouth's 401(k) Plan covers 346 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.

#6,525
in Finance & Insurance (9,261 peers)
-11.4%
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.

Banksouth's 401(k) Plan's outsized position by total assets

Banksouth's 401(k) Plan vs every filed plan by assets

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

$27,426,544 Top 18% higher than 82% 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

Banksouth's 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. Banksouth's 401(k) Plan sits mid-pack in the medium band (346 participants).

Published 5500 schedule card

Filing strip 582267017 · BANKSOUTH PY 2022 · 401(k)

Banksouth's 401(k) Plan · $27M · 346 · 82nd

  • PCT $27M
  • EIN 346
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Haley Ward Employee Stock Ownership 401(k) Plan
  • EOY ind #6525

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 Georgia →

Banksouth's 401(k) Plan in the asset neighbourhood

Banksouth's 401(k) Plan$27MHaley Ward Employee Stock Ownership 401(k) PlanHaley Ward Employee Stock Ow…$27MKarma Automotive LLC Retirement PlanKarma Automotive LLC Retirem…$27MRlj-Mclarty-Landers Automotive Holdings, LLC 401(k) PlanRlj-Mclarty-Landers Automoti…$27MMidwest Tape, LLC 401(k) Profit Sharing PlanMidwest Tape, LLC 401(k) Pro…$27M
End-of-year total assets ($M) among Banksouth's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN582267017
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BANKSOUTH)

Sponsor-wide plan assets over time

All BANKSOUTH plans reported in each filing year

Latest sponsor-wide plan assets
$37M 33.35286064478266% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $36.6M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 346 $27M
2023 1 305 $31M
2024 1 293 $37M

Nearby 401(k) Plans in Georgia

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

Banksouth's 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Banksouth's 401(k) Plan, Total assets ($B): 0.027426544 · Participants: 346Banksouth's 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Banksouth's 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Banksouth's 401(k) Plan side-by-side with 3 peers →

Banksouth's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($27M); by covered participants it is The International Companies Savings and Profit Sharing Plan in MO (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Banksouth's 401(k) Plan assets move in 2022? ▼
Banksouth's 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $31M to $27M. Reported net income was -$4M.
How have BANKSOUTH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), BANKSOUTH's sponsor-wide assets grew 33.4%, from $27M to $37M.
Where does Banksouth's 401(k) Plan rank by assets among Form 5500 filers? ▼
Banksouth's 401(k) Plan ranks in the 82nd 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 Banksouth's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($27M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Banksouth's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The International Companies Savings and Profit Sharing Plan in MO (346 participants, $39M 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 582267017.

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.