Defined Benefit (Pension) · DOL Form 5500 · 2022

Bank Independent Pension Plan

Data updated 2026-08-11

$35M
Total assets
497
Participants
85th
Percentile by assets
$70,455
Avg per participant
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Official DOL plan name: Bank Independent Pension Plan · Sponsored by Bank Independent · Alabama · Finance & Insurance

$35M in assets, 497 participants

Bank Independent's Bank Independent Pension Plan reported $35M in total assets and 497 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #6,960 in Finance & Insurance (9,261 peers)

Where Bank Independent Pension Plan sits by assets

Bank Independent Pension Plan sits in the top quartile of all filed plans by assets, $35M for 497 participants (~$70,455/participant), down 3.2% in 2022.

$35M
total plan assets (2022 EOY)
497
covered participants
85th
percentile by assets (of 139,126 plans)
$70,455
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Bank Independent Pension Plan sits by total assets

Bank Independent Pension Plan vs every filed plan by assets

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

$35,016,142 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Bank Independent Pension Plan vs the 2022 asset distribution

By assets, Bank Independent Pension Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$35M
Net Income-$1M
Employer EIN630260951
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank Independent)

$65M$70M$75M$80M$85M 202220232024 $69.7M $83.2M ▲ +19.4%
Total plan assets by year, all Bank Independent plans on file
Year Plans Participants Total Assets
2022 3 1,507 $70M
2023 3 1,546 $77M
2024 3 1,670 $83M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bank Independent Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Bank Independent Pen…, Total assets ($B): 0.035016142 · Participants: 497Bank Independent Pen…Regions Financial Co…, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Co…Regions Financial Co…, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Co…Blue Cross and Blue …, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue …Vulcan Materials Com…, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Com…American Cast Iron P…, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron P…
Bank Independent Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bank Independent Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Bank Independent Pension Plan assets move in 2022?
Bank Independent Pension Plan edged down modestly - down 3.2% during 2022, from $36M to $35M. Reported net income was -$1M.
How have Bank Independent plan assets changed over time?
Across 3 plan years on file (2022-2024), Bank Independent's sponsor-wide assets grew 19.4%, from $70M to $83M.
Where does Bank Independent Pension Plan rank by assets among Form 5500 filers?
Bank Independent Pension Plan ranks in the 85th 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 Defined Benefit (Pension) plans are similar in size to Bank Independent Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Americold Retirement Income Plan in GA ($35M, 436 participants).

Scale reading

Ways to act on Bank Independent Pension Plan's numbers.