401(k) · DOL Form 5500 · 2022
Magnolia Bank 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 312
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $37,428
- Avg per participant Low balance/head
Official DOL plan name: Magnolia Bank Retirement Savings Plan · Sponsored by Magnolia Bank · Kentucky · Finance & Insurance
$12M in assets, 312 participants
Magnolia Bank's Magnolia Bank Retirement Savings Plan reported $12M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #4,778 in Finance & Insurance (9,261 peers)
Coverage in Kentucky
Magnolia Bank Retirement Savings Plan covers 312 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.
- #4,778
- in Finance & Insurance (9,261 peers)
- -25.0%
- assets change YoY
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.
Magnolia Bank Retirement Savings Plan's outsized position by total assets
Magnolia Bank Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,677,683 Top 32% higher than 68% 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
Magnolia Bank 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. Magnolia Bank Retirement Savings Plan sits mid-pack in the medium band (312 participants).
DOL schedule card
Filing strip 610126230 · Magnolia Bank PY 2022 · 401(k)
Magnolia Bank Retirement Savings Plan · $12M · 312 · 68th
- EOY $12M
- EOY 312
- EOY 68th
- EOY 401(k)
- EOY near Fairfield Chair 401(k) Plan
- EOY ind #4778
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 →
Magnolia Bank Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$4M |
| Employer EIN | 610126230 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Magnolia Bank)
Sponsor-wide plan assets over time
All Magnolia Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 41.720510823936564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 312 | $12M |
| 2023 | 1 | 220 | $14M |
| 2024 | 1 | 223 | $17M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Magnolia Bank Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Fairfield Chair 401(k) Plan in NC ($12M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 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.